Hyperscale clouds, AWS, Google, managed third party cloud, earnings
The past week centred on the growth and expansion of the hyperscale clouds.
AWS reported its 4Q17 and 2017 results, which again showed aggressive growth. In 2018, AWS is going to be a $20b annual revenue business. Google has been a bit maligned in some ways and public comments by cloud head Diane Greene were meant to dispel alleged misconceptions. On its earnings call, Google also shared some useful data points that help us drill in a bit further.
Both AWS and Google were also busy on the expansion side of things. AWS recently revealed its expansion plans and Google brought online its new region in Montreal, Canada.
Elsewhere in the cloud world, managed third party cloud continues to gain momentum. Bespin Global raised capital from Singapore’s ST Telemedia and Atmosera partnered with a firm called iTrellis, while sharing some data points about the spin-off effect of the managed third party model for colocation. Related to that, we saw how hyperscale clouds can impact the colocation selection process with a recent Equinix customer win.
Amazon and Google reported its results as earnings season kicks off and we also get insight into India’s Sify, and on the private side, Dallas-based StackPath shared some insights into its developing business.
The strategic side of things continues to be busy. Online Tech was the latest infrastructure provider to sell to a strategic buyer outside the sector, NTT Com took full ownership of data centre operator RagingWire and media reports suggest AT&T might again be thinking about how to divest its data centre assets.
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