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Business 1 hour ago It also outspends competitors on the underlying gear that s needed to deliver those services. Google parent Alphabet and Microsoft are close behind when it comes to spending, with Alphabet a little higher as it attempts to surpass Microsoft as the number-two cloud provider by market share and revenue. Then there are the laggards. IBM and Oracle don t disclose revenue from their public clouds, but they do disclose total capital expenditures. That gives a sense of the scope of investment the companies are making up front to deliver these fast-growing services. These investments are paltry compared with competitors. In the past four quarters, IBM and Oracle s combined capital expenditures total less than one-quarter Microsoft. Amazon has spent seven times as much. ....
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