Quote Originally Posted by Snoopy View Post

You do wonder on the ability of Spark to execute their data-centre dreams.

SNOOPY
I am also puzzled by the further investment in private data centers when AWS/MS are launching here. However you can't put your own hardware in those data centres, and putting your own hardware in a data center can be more cost effective than renting individual services from aws/azure - so I guess they are forecasting that demand remaining strong enough to make a profit