Hyperscale earnings, APAC, MSP, managed third party cloud, M&A
A busy week saw more activity around hyperscale cloud as earnings season moved into full swing, while there were a number of notable developments in APAC and the managed third party cloud segment.
Amazon and Microsoft reported and the metrics disclosed for their cloud businesses spoke to the current growth trajectory, which showed a degree of stabilization after a pandemic-driven downtick in the previous quarter.
The APAC data centre market was at the centre of sector activity. Microsoft continues to expand across APAC and confirmed plans to build its first region in Taiwan where only one other cloud – Google – has local infrastructure. Meanwhile, Chayora opened its new data centre campus in Tianjin, China, 21Vianet shuffled its executive team, Yotta Infrastructure revealed plans to build a hyperscale campus in Delhi and Macquarie completed a data centre shell in Sydney.
As hyperscale grows, so does the supporting MSP ecosystem around it. Rackspace is focusing its managed cloud services around specific workloads, while Atmosera is building a SAP practice on the Azure cloud. There was also activity in APAC. Optus in Australiamoved into managed AWS and Rackspace expanded its Singapore offices amid growth in the southeast Asia region.
There was some M&A activity to note as well. Endurance International was acquired by Clearlake Capital Group, 360 Capital acquired the edge data centre assets of Etix Everywhere, while we got more insights on I Squared Capital’s acquisition of GTT’s infrastructure assets.
Finally, back in APAC, Facebook and the Singapore government were involved in procurement of renewable energy resources for data centres.
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