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Follow the CAPEX: Q1 2026 Scoreboard
All four hyperCAPEX companies reporting the same day makes for a big day in the world’s biggest game! Our four hyperCAPEX companies spent over $133 billion on CAPEX in Q1, collectively up 4% from Q4 and up 72% from a year ago. 2025 Actual CAPEX 2026 Guidance CAPEX (Jan ’26) 2026 Guidance CAPEX (Apr ’26)…
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You Can’t Blame Data Centers in Seattle for Our Skyrocketing Electricity Prices
This post was originally published on GeekWire on April 20, 2026. I had noticed this “data centers in Seattle” PR op under way and flagged it in last week’s newsletter. After a vague report that some companies were seeking to build “large” data centers in Seattle, Mayor Katie Wilson is exploring a moratorium on new…
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Platformonomics TGIF #124: April 17, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email No newsletter next week. News CAPEX Clues: After the Press Release I’m impressed only 40% of data center builds are behind schedule. That number is likely to…
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Platformonomics TGIF #123: April 10, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email News Anthropic: A $3 Trillion IPO? Fractional CEO, teller of big tales, and stickler for securities law Elon Musk is floating a 100 times revenue multiple for…
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Platformonomics TGIF #122: April 3, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email I made another appearance on the Telco in 20 podcast, where we talked about hundreds of billions of HyperCAPEX spend and asked what ever happened to the…
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Platformonomics TGIF #121: March 27, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Service has resumed. News UnfocusedAI Strategy Du Jour: “We’re an Enterprise Company!” To paraphrase Donald Rumsfeld, you go into the enterprise with the team you hired from…