Hyperscale, public cloud earnings, cloud node expansions, Oracle Cloud, enterprise migrations, APAC
It was a busy week highlighted by the start of earnings season, while there was more cloud footprint expansion, enterprise migrations to cloud continued and the APAC region saw a number of noteworthy developments.
The start of earnings season saw reporting from the big three clouds and we take a closer look at the numbers. All three clouds have seen slowing growth this year, though in the past quarter, Google seemed to hold steady, while Microsoft and Amazon had larger dips. AWS saw the most slowing on a q/q basis we have seen in some time, but this happened while crossing the $20b threshold in a single quarter for the first time.
Clouds continue to expand on a global basis. Akamai acquired Linode with an eye to pushing its footprint and confirmed plans to add around a dozen new locations. Meanwhile, Google Cloud opened its region in Israel and Oracle Cloud laid out its expansion roadmap.
Oracle was busy in other areas as well. It rolled out a new partner program aimed at helping service providers build cloud services based on OCI, while at the same time it is seeing layoffs and cost cutting that could start to impact the OCI arm. The timing is not great.
Even as the economy goes through a relatively turbulent period, acceleration in adoption trends continue. The past week saw more enterprise move to could as Vodafone moved its SAP footprint to Google Cloud and UBS continues to push more of its workloads to Microsoft Azure.
Finally, there were a number of notable developments in the APAC region. K2 Data Centres partnered with Sinarmas Land in Indonesia, NEXTDC brought online a third data centre in Melbourne and Bridge Data Centres, part of Chindata, went live with its Johor, Malaysia data centre with a major Chinese platform as an anchor tenant.
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