Power constraints, Ashburn, earnings, interconnection, M&A, APAC formation
The past week saw developments around power constraints in the Ashburn area that could have implications for overflow scenarios, there was more M&A, while earning season swung into full gear. Meanwhile, a number of new products around interconnection rolled off the assembly line, Equinix and Fastly added to their management teams and there were a number of notable moves in APAC by more recently established providers.
Ashburn is at the centre of the hyperscale build-out, but power constraints could be emerging as Dominion Energy has let customers know that power delivery may be delayed due to transmission issues. Ashburn may be the next data centre and hyperscale hub that starts to look to adjacent locations and overflow scenarios.
Earnings season is moving along and we took a closer look at results from across the ecosystem: Microsoft showed more growth in public cloud, Equinix turned in another solid quarter and Fastly is trying to get back into growth mode. Equinix and Fastly were also busy with hiring and product partnerships.
There was notable product development activity in the interconnection space. Digital Realty recently launched ServiceFabric Connect and Microsoft and Oracle expanded its interoperability partnership and moved Oracle Database Service for Microsoft Azure into GA. On the cloud side, DoIT International released a standalone cloud cost optimization service.
There was more activity in M&A. Accenture acquired a managed infrastructure provider and MSP in the Benelux region and Sungard continues to divest pieces of its business. The latest transaction will see it divest data centres in eight US markets to 365 Data Centers.
Elsewhere, APAC saw more movement from new entrants. AtriaDC took over the former SpaceDC asset in Jakarta, while Empyrion DC is set to build a multi-MW data centre in Seoul, South Korea.
Finally, there were some customer wins of interest. Hut 8 Mining won a HPC hosting contract with a blockchain customer and T-Systems chose Stream Data Centers in Houston, Texas.
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