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October 15-16, 2025 The Wynn Las Vegas, NV More information

M&A, Canada, Australia, edge, public cloud disruption

  • November 15, 2021
  • Analyst: Philbert Shih

It was a busy week across the sector, with multiple developments of note coming out of Canada and Australia, M&A activity, edge builds and more attempts to disrupt certain elements of the public cloud.

Canada is a market that continues to develop and the absence of localized public cloud infrastructure in western Canada is something that was never going to be sustainable. This past week, AWS became the first public cloud platform to start building in western Canada. AWS chose Calgary over British Columbia and we explore the reasons why and look out to future developments. Cologix is a prominent player in BC and it continues to lock down the connectivity ecosystems around Vancouver and completed the acquisition of Zayo’s downtown interconnection facility. Elsewhere in Canada, Hypertec in Montreal acquired the cloud.ca cloud infrastructure business.

Australia is similar in size to a smaller country like Canada, but has outsized cloud infrastructure adoption rates and it is driving both hyperscale data centre growth and activity in the ecosystem. AirTrunk released plans to develop a new campus in Sydney that will serve into the hundreds of MWs, while real estate firm Stockland appears to be entering this market as well. on the ecosystem side, Anchor is seeing significant managed AWS cloud growth as it pushes out more sophisticated engineering and professional services capabilities.

It was a busy week across the sector, with multiple developments of note coming out of Canada and Australia, M&A activity, edge builds and more attempts to disrupt certain elements of the public cloud.

Canada is a market that continues to develop and the absence of localized public cloud infrastructure in western Canada is something that was never going to be sustainable. This past week, AWS became the first public cloud platform to start building in western Canada. AWS chose Calgary over British Columbia and we explore the reasons why and look out to future developments. Cologix is a prominent player in BC and it continues to lock down the connectivity ecosystems around Vancouver and completed the acquisition of Zayo’s downtown interconnection facility. Elsewhere in Canada, Hypertec in Montreal acquired the cloud.ca cloud infrastructure business.

Australia is similar in size to a smaller country like Canada, but has outsized cloud infrastructure adoption rates and it is driving both hyperscale data centre growth and activity in the ecosystem. AirTrunk released plans to develop a new campus in Sydney that will serve into the hundreds of MWs, while real estate firm Stockland appears to be entering this market as well. on the ecosystem side, Anchor is seeing significant managed AWS cloud growth as it pushes out more sophisticated engineering and professional services capabilities.

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