Earnings, big tech, capacity constraints, managed third party cloud, new market entrants
Earnings season continues to move along, but the sector slowed somewhat with public holidays in the US, Canada and Asia.
The debate about the role of big tech as a gatekeeper to the Internet continues as the social media platform remains offline and is unlikely to find a willing hosting infrastructure provider. And going off the beaten path for a scalable infrastructure service is becoming increasingly difficult as public cloud continues to press forward. All the public clouds are in the midst of a global expansion phase and we take a closer look at how AWS is trying to expand scope and coverage by finding locales that can serve multiple markets.
AWS is looking at new approaches given the sheer pace of cloud growth. If not planned for, capacity constraints can leave opportunities on the table. This was an issue for Oracle Cloud recently.
Hyperscale’s next phase of growth, and the emerging next tier, continues to attract capital and new operators. Newly formed Core Data Centres in Toronto is looking at some of these interesting new opportunities.
Meanwhile, the ecosystem continues to expand around public cloud and Rackspace is in the midst of building a managed Oracle Cloud practice to complement the other public cloud platforms it already supports.
On the earnings side, we took a closer look at the results coming from CoreSite.
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