Earlier quoted context omitted.
A good chunk of network capital is also amortized into these costs, it isn't just the 20 cents per megabit for IP settlement, it would also be all the routers those ports are connected to, the racks those sit in, the electricity those consume, and the networks beneath that from the hypervisor upwards. Add on the usual and egregious $150-400/mo for a SMF/OS1 crossconnect in many datacenters. Now, I'll grant you, "not…
> A good chunk of network capital is also amortized into these costs, it isn't just the 20 cents per megabit for IP settlement, it would also be all the routers those ports are connected to, the racks those sit in, the electricity those consume, and the networks beneath that from the hypervisor upwards. Some of that is capex, and some is opex. But it's worth noting that the hyperscalers are doing something far, for m…
All the other points you made are also excellent.