Markets

Q4 ‘25 Cloud Update (What’s going on with software?)

And what does it mean for the hyperscalers?

Feb 9 • Eric Flaningam

Thoughts on the Hyperscalers (Q3 '25 Update)

A shifting value chain (OpenAI and Anthropic gaining importance) and what it means for the cloud providers; also market share, CapEx, and revenue growth…

Nov 6, 2025 • Eric Flaningam

Q2 ‘25 Cloud Update: CapEx Keeps Rising!

Market Share, CapEx, Why Azure's Taking Share, and Why AI Isn't Shaping up like SaaS

Aug 4, 2025 • Eric Flaningam

Q1 '25 Cloud Update: Risk-Adjusted AI

A Quarterly Cloud Update on Amazon, Microsoft, Google, and Meta

May 4, 2025 • Eric Flaningam

The Current State of AI Markets

The March 2025 edition: A quantitative analysis of where value has accrued; AI Supply and AI Demand; The Long Tail of Applications

Mar 9, 2025 • Eric Flaningam

Q4' 24 Hyperscaler Report: AI Supply & AI Demand

CapEx, Growth Rates, Market Share, and some thoughts on the ROI of AI

Feb 9, 2025 • Eric Flaningam

Q3 '24 Hyperscaler Update: CapEx Growth Continues

Market share, revenue, and trends for Microsoft, Amazon, and Google

Nov 3, 2024 • Eric Flaningam

The Current State of AI Markets

A Quantitative Look at where Value has accrued in the AI Value Chain

Sep 8, 2024 • Eric Flaningam

An Update on Cloud Markets and AI Value Creation

Q2 '24 Cloud Report on Hyperscaler Market Share, AI Revenue, and Strategy

Aug 4, 2024 • Eric Flaningam

Q4 '23 Cloud Update

Market Share, Momentum, and AI Strategy between AWS, Azure, and GCP

Feb 11, 2024 • Eric Flaningam

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