Cloud, managed third party cloud, hyperscale, edge
While it was still somewhat slow, things started to pick up after the long weekend holiday in the US and Canada.
It was a bit of a mixed bag in the past week. There were more example of uptake on the public cloud side. HubSpot continued to expand with AWS and Google disclosed another win. The growth of public cloud continues to shape the service provider market. In recent weeks, AWS dropped pricing for the Lightsail VPS product and the managed third party cloud market is steadily maturing. Logicworks is one of the firms doing well in this space and recently released a new compliance assessment tool as it looks build as much value as it can on top of raw infrastructure.
Another development in cloud, over in APAC, caught our attention. Like the other hyperscalers, Alibaba has been expanding globally. But there has been a bit of a shift in its strategy and Alibaba is said to be putting its US expansions plans on hold. But in general, there is no expectation that hyperscale demand will slow down. Western Canada might start to be a location that gets some attention and Cologix recently began building a multi-MW site in Vancouver – a market that has not seen a lot of hyperscale activity but is increasingly stategic given what is happening with data location and APAC.
Amidst all the activity around cloud and hyperscale deployments, there is growing activity in edge computing. One of the early entrants into this space – Vapor IO – is ready to build out its footprint and confirmed a Series C round to back those efforts.
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