Capital expenditures behind the three hyper-scale public clouds - IBM and Oracle are not competitive

http://www.platformonomics.com/2018/05/follow-the-capex-separating-the-clowns-from-the-clouds/
https://perspectives.mvdirona.com/2017/04/how-many-data-centers-needed-world-wide/
https://www.theregister.co.uk/2017/04/20/aws_mark_hurd_cloud/