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Google, Apple, QTS, cloud

  • March 5, 2018
  • Analyst: Philbert Shih

It was was a busy week after the long weekend. There was more activity coming out of earnings season and some notable strategic developments. Meanwhile, Google continues to push forward in cloud.

After Google recently made several pronouncements about the growth in its cloud infrastructure, it emerged that it is now providing storage hosting for Apple’s iCloud service. We look at how much of a win this might be for Google.

With earnings season well underway, we looked a bit closer at the results of QTS, TeraGo in Canada and interconnection platform Megaport in Australia. QTS’s results got a lot of attention as QTS revealed plans to restructure its business. The main part of this restructuring will see QTS phase out and exit the traditional managed hosting and cloud business to focus on colocation – particularly wholesale – and cloud-enabled hybrid colocation. We take a closer look at the move and explain why we disagree with the sentiment expressed on Wall Street.

In other strategic developments, there was another large transaction with network provider GTT acquiring London-based network and infrastructure service provider Interoute.

There were also some interesting use cases this past week from the cloud world. Dropbox claims to have done it cheaper on its own and Smithfield foods is using a multi-cloud strategy and specialized service providers to run its global infrastructure.

Finally, on the managed third party cloud side, TeraGo and Codero were two of the latest to get going in this emerging category.

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