APAC, Japan, earnings, cloud, hyperscale, cloud storage, monthly insights
The past week saw more from earnings season as some companies reported later, while there some cloud wins of note and activity in APAC. We also provide some of our monthly insights (clients only) and look into the impact of power constraints, strategic M&A, GPU cloud provider leasing of data centre colocation and shifts in the sector’s demand profile.
The last part of earnings season saw Rackspace report and it continued to show weaker growth in the wake of internal restructuring and divestments. We also took a closer look at the cloud infrastructure results coming from Alibaba and Oracle. Alibaba Cloud continues to experience sluggishness while Oracle Cloud is pushing forward.
There were also some cloud wins of note. Danske Bank in Denmark moved to AWS and NHL team the Vancouver Canucks signed on to use Wasabi’s cloud storage service.
Meanwhile, in APAC, there were some interesting developments coming out of Japan. Keppel and Mitsui Fudosan partnered to develop data centres and acquired a facility in Tokyo, while a GPU cluster is being built by Fujitsu.
Finally, the saga around Broadcom’s takeover of VMware continues to permeate the infrastructure service provider landscape. Broadcom is set to cut off the lower part of the service provider channel ecosystem and potentially strand customers. There are some less than desirable options for those that will be left out of the program and we are starting to see requests for migrations to other virtualization platforms. It will be interesting to see how this plays out and there will definitely be an impact on the direction of service providers and the choices they make around technology stacks.
or