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Hyperscale, M&A, data centre expansions, MSP

  • May 20, 2019
  • Analyst: Philbert Shih

It was a busy week, with earnings season in full swing, more strategic activity and significant data expansions in support of hyperscale clouds.

On the strategic side, Telefónica completed the sale of its data centre portfolio to a European infrastructure fund, while Sungard Availability Services completed its restructuring and brought in a new CEO. There were other deals involving purchases of technology (SherWeb and DC BLOX) and in the APAC region, there was another data centre deal in Australia.

There was plenty of data centre expansion activity and hyperscale cloud continues to be a primary driver. In Japan, Oracle Cloud brought online a new region and Equinix is building for hyperscale in Paris. Equinix also provided details about its global expansion plans. Other developments included Digital Realty completing its Dublin expansion and Equinix finishing its expansion in Perth. Elsewhere in Australia, AirTrunk is said to be looking at a second campus in Sydney to support its hyperscale clients. 

On the cloud side, Google has been busy of late as it tries to push further into the enterprise market. Its recent partnership with ServiceNow and SAP are aimed at that objective. Meanwhile, AWS continues to win all-in bets and MSPs are handling more customer requirements on public cloud. Cloud continues to shape the service provider market. Webscale is an asset-light provider with a software skill set that is hosting infrastructure for online retailers and it just raised a Series B round. 

Earnings season is in full swing and this week we took a closer look at SMB bellwether GoDaddy and data centre operator QTS.

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