The Datacenter as OpEx Rather Than CapEx

Nov 01, 2024

∙ Paid

I'm not sure that all datacenter investment for MSFT 0.00%↑ , GOOGL 0.00%↑ , AMZN 0.00%↑ , META 0.00%↑ and ORCL 0.00%↑ should not be classified as OpEx. The datacenter is not for internal use, but rather is sold as part of a larger commercial service …

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