JV, APAC, hyperscale, data centre, interconnection, managed cloud
In Japan, Digital Realty launched its second data centre in Osaka with its joint venture partner Mitsubishi. Hyperscale cloud growth continues to drive the colocation market in Japan and this is now extending from the Tokyo market to Osaka.
Elsewhere in Asia, there are a number of interesting emerging markets and one of them is Jakarta, Indonesia. Polymer Connected is a new entrant, backed by Singapore-based GIC, that will build a wholesale data centre there and go after hyperscale clientele. And Equinix continues its expansion efforts in Hong Kong.
Hyperscale, needless to say, shows no signs of slowing down. We had a chance to chat with Aligned Energy management and get a better sense for how they are trying to differentiate in a highly competitive market. They also continue to expand and are getting ready to bring online a new site in Ashburn.
The managed third party cloud market continues to pick up momentum and drive strategic activity within the consulting space. The most recent example of this was Deloitte picking up a Canadian AWS shop. There were also more wins, with Logicworks sharing some details about a new managed AWS customer.
On the technology side, major investments continue to be made. VMware recently acquired Bitnami, while Google acquired Looker. Both deals are aimed at bolstering capabilities in and around DevOps, analytics and data warehousing.
Earnings season has wound down and we continue to look at the results of providers. Interconnection is a segment that is now disclosed from the likes of Equinix, CoreSite and Interxion. We are now able to follow a pureplay interconnection provider – Megaport – to get even more insight into the growth of interconnection services. This is an early-stage segment that is highly strategic and gathering momentum.