AWS, M&A, EMEA, APAC, hyperscale, edge, SAP, global expansion
Another busy week across the sector was highlighted by AWS, activity on the edge and in M&A, while there was more activity pushing into emerging markets in EMEA and APAC.
Coming out of re:Invent, AWS has taken up a lot of the oxygen in the room. Among many new customers it has brought on, Meta (formerly Facebook) was one of the highest profile. Meta’s decision to expand its use of AWS, and its recent work with QTS in Hillsboro for colocation capacity, suggest that there are limits to its propensity to self-build everything. However, not all the news was good. AWS suffered a long outage that took down a number of digital services.
On the expansion side, AWS continues to make a concerted push out to the edge. The Local Zones product that is live in the US in 14 locations is set to expand into global markets. We have some details.
Edge markets continue to drive strategic activity. In Europe, AtlasEdge recently completed the acquisition of select Colt DCS assets and Digital Edge completed a transaction that pushes it deeper into Japan’s second tier of markets. There was also M&A activity in the managed public cloud segment. Atos acquired Canadian Salesforce shop AppCentrica while Deloitte picked up Oracle-focused shop BIAS Corporation.
SAP continues to see momentum in migrations to cloud. In the past week, we saw Approyo move a customer’s SAP environment to Azure, while sporting brand adidas chose AWS for its SAP deployment.
Global data centre expansion continues to push out globally. Raxio was active in multiple African markets, LOGOS and Pure Data Centres are partnering for multiple APAC markets, HostDime acquired land in Mexico, while MEEZA opened a new data centre in Qatar and Scala Data Centers is planning two new hyperscale campuses.
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