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Hyperscale, cloud storage, managed third party cloud, expansions, land banking

  • October 29, 2018
  • Analyst: Philbert Shih

Another busy week saw a significant amount of activity around cloud, hyperscale expansion and land banking in a number of key markets.

Earnings season is underway and AWS got the ball rolling with another quarter of rapid growth. It is closing in on $25b in annual revenue and is taking up an increasingly bigger portion of the overall Amazon business, but more notably, it is driving about a third of its overall profit. We have some details.

Elsewhere in the cloud world, services built on top or alongside hyperscale platforms continue to roll out. Faction introduced cloud-attached storage for AWS and Mission continues to build out its managed services portfolio with the help of CloudCheckr.

Cloud’s growth continues to fuel expansions. Alibaba launched two AZs in London and a number of data centre expansions were confirmed, with many slated to host hyperscale deployments. Providers involved in this activity included COLO-D, Green Mountain, Equinix and AirTrunk. Meanwhile, OVH reiterated its intentions to continue build out its global infrastructure footprint.

Another indisputable quality of hyperscale cloud growth is the consistent expansion. To accommodate this inevitability, data centre operators are planning ahead and banking land. In recent weeks, QTS and Microsoft purchased land for this specific purpose.

Finally on the strategic side, there was a few interesting developments. Involta acquired a cloud consulting shop, NextDC took control of APDC and Cloudflare is said to be preparing for a public offering.

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