How much did the most popular cloud-computing providers such as Apple, Facebook, Zynga, Google, Microsoft and Yahoo spend on cloud infrastructure as the cloud market began to yield revenue?
to calculate benefits, it is clear that the calculation of revenues and profits is accompanied by an understanding of the actual cost of spending in the construction and operation of Internet applications, or that it is one of the key indicators of how well the cloud operators or suppliers are going to be in the clouds.
below is an analysis of the cloud infrastructure spending by the author xx, which is specifically based on the most popular business templates of Apple, Facebook, Zynga, Google and Microsoft. But first you need to be aware of a problem: not all expenditures are on the network infrastructure (data centers and servers)--The general category is "acquisition of property rights and equipment"--but most of them do.
among them, Apple clearly has to make up for the lack of previous input, its Q3 (note: Apple's financial planning time is obviously different from the natural month), the expenditure than 2011 growth of 164%, more than 2010 year, the equivalent of 2009 twice times the year. Facebook's capital expenditure is by far the highest in total revenue. It is 212% higher than last year, more than Apple. Facebook has even spent 52 million of dollars renting related equipment. Zynga (social gaming company) has an impressive 42% reduction in investment, compared to last year. This is partly due to the fact that it has already completed the construction of a private cloud infrastructure. In addition, the dollar is marked by Google and Microsoft's recent spending plans.
Finally, Derrick Harris has some ideas and questions to share:
1. Facebook will remain committed to long-term commitment. Because his data science and advertising team is working on how to interact with Facebook ads and push ads more effectively. Each piece of data and every new feature needs to be researched and implemented.
2. Zynga may want to invest in more advertising and better analysis, but to ensure In-game's goals, it is clear that there will be no reduction in infrastructure spending in the future.
3. While it is not yet certain that Apple's spending is an accidental exception, it will become the norm. But if it is the latter, it apparently looks increasingly like an internet company that is willing to spend more on its core business. Of course, this may depend on how big the icloud is.
4. Yahoo's Marissa Mayer How to spend to support new products to ensure competition with Google and Facebook, but also to observe.
5. What interests me most is how Google Compute Engine and drive will affect their capital spending, and I wonder how much (or when) Google will invest heavily to buy infrastructure products that support the products. In the near term, 2012 of the cost is significantly lower than the same period last year.
6. I don't know how much Twitter spends on its architecture, or how it's going to be handled when it's not available.
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