AWS, earnings, global data centres, SMB, expansions
Earnings season kicked off and Amazon led the way with another strong performance even as investors express some (unwarranted) concern about the cloud business. The scale of the AWS cloud is really starting to show and we have details.
AWS is busy building a global footprint and the data centre space has similarly gone global. We saw Digital Realty acquire Interxion to build out its presence in Europe and NTT has strategically acquired data centres in multiple markets. It has now consolidated its assets and introduced a new NTT Global Data Centers arm that is planning for more expansion. CenturyLink is a global network operator that is looking to convert many of its assets into an edge compute platform. It is US-focused for now, but global scope can’t be too far off in the future. We have details.
APAC continues to see activity. AWS just confirmed its intentions to expand into Osaka, Japan and Oracle Cloud did the same. Meanwhile, an Australian sovereign wealth fund acquired a stake in Australia’s Canberra Data Centres.
On the SMB side, scaled providers continue to build new products and services with the help of M&A. GoDaddy acquired a mobile app for content creation and Web.com used some IP it acquired to release a new site builder tool.
Dallas, Texas remains a primary market and Cologix and Compass Data Centers both recently confirmed plans to expand. Compass acquired a large plot of land for wholesale, while Cologix is building an interconnection-oriented footprint. Connectivity continues to drive partnerships and in the past week we saw eStruxture and Beanfield team up, while Zenlayer rolled out a connectivity option to Google Cloud.
Earnings season is underway and in addition to AWS, we took a quick look at the numbers coming from CDN provider Limelight Networks.
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