So HP will spend $1bn over two years on cloud while Google is spending twice that a quarter and Amazon and Microsoft spend that a quarter on capex mainly on cloud. It is not clear they are a serious player. Rack space has spent more than that already.
Keep in mind they (rax, Amazon) are already running multiple deployments across continents. It's quite easy to spend a lot of money just to keep that service going.
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So HP will spend $1bn over two years on cloud while Google is spending twice that a quarter and Amazon and Microsoft spend that a quarter on capex mainly on cloud. It is not clear they are a serious player. Rack space has spent more than that already.
Keep in mind they (rax, Amazon) are already running multiple deployments across continents. It's quite easy to spend a lot of money just to keep that service going.
Capex measures expansion, so even though they're starting from a small base, HP is still growing their cloud slower than Amazon or Google.