Managed public cloud, market separation, CapEx, growth trends, M&A, Europe, AWS, webscale
The sector continued to push forward as things got back up to speed after the US Thanksgiving holiday.
At the end of every month, we publish observations from across the sector in our Monthly Insights newsletter. We looked at the dynamics coming out of the managed public cloud market and delved into the separation emerging in the data centre colocation market. Meanwhile, earnings season revealed a number of emerging trends across the sector. The growth deceleration the sector has seen has slowed down and there are signs of some emerging stabilization. The positive signs are starting to pop up and the infrastructure sector is looking to get back into gear, with CapEx numbers set to push back up. Elsewhere, there was more strategic activity as the sector continues to realign.
There were a few other M&A developments of note and both were in Europe. Altice spun out its France-based data centre portfolio, while QTS acquired a Dutch data centre management company. Europe also saw activity in a number of markets. Colt DCS began building another facility in Frankfurt, Green Mountain is set to expand further in Oslo, while another group acquired land in Madrid. In the US, on the MSP side Thrive acquired another provider in Florida and Aphorio Carter acquired a data centre in Tennessee.
The past week also saw AWS host its annual re:Invent summit. We will have more details about the developments coming out of the that event, but some recent AWS developments of note include the partnership and acquisition of a minority stake in Anthropic and an expanded partnership with DCX. The DCX partnership is aimed at enterprise workloads that have been slower to move into cloud environments.
Finally, there was some activity coming from the managed infrastructure side. Evocative released a new bare metal service, IONOS added a cloud infrastructure node in Kansas and Vultr continued to add to its ecosystem of third party technology providers with a new partnership for data management.
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