Hyperscale, cloud, M&A, managed third party cloud
The week was a bit of a mixed bag. But there were a number of interesting developments around data centre expansions, hyperscale deployments, managed application hosting, managed third party cloud and M&A.
On the data centre side of things, hyperscale remains a driver. In Toronto, for example, Urbacon is building for a hyperscale tenant that is expanding steadily. In a sign of how much growth is still left in hyperscale cloud, a number of providers are banking land in order to meet future requirements. Digital Realty recently purchased land in NoVA and AWS is said to be doing the same, though it is building on its own data centres rather than using third party providers. This follows similar moves in recent months from the likes of Equinix and QTS, among others. The activity in primary markets remains plentiful and the numbers are getting bigger and bigger.
Elsewhere in the market, things continue to move. Rackspace is now supporting Google’s cloud in the ANZ region, Orange Business added managed AWS to its portfolio, while Symmetry brought a customer in for managed SAP, but will run that customer on AWS. We also came across some interesting data points that speak to where adoption of third party cloud services is headed. Data Intensity shared some migration stats and 2nd Watch revealed some interesting data points as well.
Not to be overlooked, providers continue to move infrastructure to public clouds. GoDaddy has already stated its intentions of going all-in on cloud and WordPress hoster Flywheel is moving to Google’s cloud infrastructure platform.
Finally, the interconnection piece continues to mature as organizations try to connect with clouds, rather than make all-in bets that in many cases aren’t realistic. We had a chance to chat with Megaport to see how things are developing.
In M&A, GoDaddy acquired more technology with the purchase of a startup called Plasso. This was its second deal in as many weeks. And the big consulting firms continue to add managed third party cloud skill sets through M&A. Deloitte has done a number of deals in the ANZ region and recently picked up a Brisbane-based firm called CloudTrek.
To support the growth of cloud and the underlying infrastructure to support it, capital continues to flow. Recent developments of note involved Aligned Energy and Stonepeak Infrastructure Partners.
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