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Hyperscaler Infrastructure Foundations

101Gilbert Faraday27 min readNarratedFree during beta

A press release about a data center is a promise. A company's annual report on Form 10-K is a record. This course is about learning to tell the two apart. We look at the largest cloud and platform companies as builders: where their capital spending shows up in filings, what a campus announcement commits them to, and why some of them build while others lease or buy capacity from partners. The companies will change. The documents won't. No background assumed. Glad you're here. — Myke Founder, Faraday Intelligence

What’s inside

  1. Module 1

    Who Builds, and for Whom

  2. Module 2

    Reading Capital Expenditure

  3. Module 3

    Reading a Campus Announcement

  4. Module 4

    Build, Lease or Partner