The Health of Cloud Spending in Mid-2022 by @ttunguz

I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon report their figures. Today, Microsoft & Google revealed the health of their infrastructure business units. Good news & bad news. Microsoft Azure grew 40% y/tying the fastest quarterly growth rate in the past 5 quarters.

Link: The Health of Cloud Spending in Mid-2022 by @ttunguz
via tomtunguz.com

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