The tweet was deleted by the author.
But we saved everything 🙂.
Revenue gains limited by supply issues for major cloud providers, matthew sigel notes
matthew sigel, industry influencer, observes that public cloud results for the first quarter showed a significant further inflection, even as supply constraints continue to limit near-term revenue growth.
He points out that the four largest U.S. cloud service providers experienced aggregate revenue growth, with GOOGL highlighting ongoing challenges on their call.
Sigel previously highlighted JPM High Yield Credit Research's bullish coverage of CIFR, WULF, and APLD bonds, citing demand for compute. He also noted that Uzbekistan became the 14th nation to announce state-backed Bitcoin mining. The recent developments follow his ongoing focus on digital infrastructure and compute-driven sectors.
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