Hyperscale, APAC, cloud, M&A, SMB
It was a busy week, with a lot of activity around hyperscale cloud, and some interesting developments with hyperscale in APAC. There were also notable strategic and M&A moves.
The hyperscale market isn’t a one-horse or even three-horse race as there are the likes of Oracle and Tencent to consider. They have the potential to reach hyperscale in the cloud market. But Oracle seems to be having a tougher time and one of its senior cloud executives left amid rumoured conflicts with Larry Ellison with regard to strategic direction. Some really interesting debates/disagreements must have taken place internally. Meanwhile, in APAC, Tencent underwent some restructuring that will clearly have an impact as it made moves to place more emphasis on its developing cloud capabilities. We also came across some chatter about AWS that was interesting.
Hyperscale clouds continue to build out in Asia. Google confirmed it will open a second southeast Asia node in Jakarta and this market has seen a lot of activity of late with Alibaba entering and AWS looking closely.
Needless to say, hyperscale continues to drive data centre development activity and wholesale provider CloudHQ released plans for major campus builds in the US, UK and Europe, while RagingWire continues to expand its campus in NoVA.
M&A activity was on the hosting and MSP side. Contegix expanded its Atlassian practice through an acquisition and Exabytes in Malaysia picked up another SMB provider as it continues to consolidate through the southeast Asia region. Also on the SMB side, Web.com completed its sale to private equity firm Siris Capital.
The sector continues to develop and evolve and as uptake rises, the channel continues to push forward as wholesalers help IT shops serve up cloud services to later adopters of the model. This past week, Green Cloud shared some data points about its business (and channel focus) and Codero brought in a regional telco partner.
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