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Hyperscale, all-in bets, edge, managed third party cloud

  • April 1, 2019
  • Analyst: Philbert Shih

It was another busy week across the sector, with interesting developments around hyperscale cloud, edge and managed services and consulting for cloud. 

Oracle Cloud has experienced a tough time finding its footing and it is clear that Larry Ellison is driving the overall vision and strategy. There was a workforce reduction on the cloud side recently and the drivers trace back to Ellison. 

AWS continues to push forward and gain increasingly bigger customers. Technology and social media unicorns remain some of the biggest customers out there. Pinterest recently filed to go public and it has quickly become one of Amazon’s biggest cloud customers. Organizations from around the world continue to make big bets on cloud. ArisGlobal Software went all-in on AWS along with Standard Bank Group in Africa. 

Meanwhile, Amazon continues to push its Lightsail service, targeted at SMBs, as it tries to capture the full universe of use cases that are out there. 

There continues to be momentum on the edge side of things. StackPath added more capabilities to its new edge compute platform and a consortium of service providers, vendors and integration partners came together to form the Kinetic Edge Alliance

The strategic side was relatively quiet in the past week or so. Developments of note included UKCloud getting a £25m investment, 365 Data Centers securing growth funding and Megaport adding resources for its own expansion plans. 

Finally, back to cloud, there was movement on the managed third party cloud side.Effectual is a new MSP that recently entered the market and added to its management team, while QTS rolled out a new managed Azure service. 

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