Trends in OPEX and CAPEX as a percentage of revenue are changing in the market. Amazon has been one of the heaviest opex spenders in the Mag7, suppressing GAAP income, this may be ready to change.
Cloud computing is too often reductively branded as an economic calculus that would trade a CapEx model for an OpEx model. But it’s a little more complicated than that. Bernard Golden explains what we ...
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