M&A, edge, interconnection, global hyperscale expansion, managed third party cloud
The sector kicked back into gear after the Thanksgiving holiday break in the US.
There was activity around edge as providers look at different build strategies. Lumen Technologies is using its existing portfolio of assets to create an edge computing footprint across the US and released some details on its recent earnings call. M&A can be a pathway to the edge as well and DartPoints recently acquired a data centre operator in Dublin, Ohio as it looks to build out connectivity hubs in underserved markets.
There was extensive data centre expansion across the globe. In APAC, Digital Realty confirmed plans to expand in Australia and Equinix will build a third data centre in Osaka, Japan. In Europe, Rostelecom opened a data centre in Moscow and in the US, DataBank started to build a third data centre in Minnesota, Switch began builds in Atlanta and Reno, while CoreSite opened a third facility on its Los Angeles campus.
In managed third party cloud, portfolios continue to evolve and become more focused.Connectria integrated it IBM hosting services with AWS through the use of Direct Connect and Lemongrass Consulting launched more SAP-oriented services. Meanwhile, Rackspace pushed further into the Australian market and shared a customer win there for Azure.
Finally, the hyperscale platforms continue to expand amid steady growth that has stabilized in the last quarter as we saw with Google Cloud‘s results. Microsoft revealed plans to launched a cloud region in Sweden and Huawei is planning to build a third data centre in Thailand.
We also continue to track earnings season with a closer look at the results coming fromGDS, CyrusOne and Google.
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