Canada, Indonesia, joint ventures, cloud, Arm, channel, cloud M&A
It was a somewhat slower week, with public holidays in the US, UK and Canada, but there were a number of developments in markets that have seen significant activity of late.
In Toronto, Digital Realty opened a third data centre at the 151 Front Street carrier hotel, while Microsoft is reported to have acquired land outside Toronto that is likely to be used for a self-build. The moves follow STACK’s recent entry into the market and a new bare metal node from Cyxtera.
Another market that has seen activity is Jakarta. STT GDC will enter the market in a new JV and DCI Indonesia recently launched its JK5 building. Hyperscale is driving this market, and while it will take a few years for Amazon to enter, an AWS edge node is live in Jakarta. Meanwhile, Alibaba Cloud just opened its third AZ in the market and Tencent Cloud entered.
We continue to see movement in the alternative cloud market and performance is a key differentiator. Public cloud platforms are focused on this area as well and Oracle recently launched Arm-based cloud infrastructure services. Arm-based servers are emerging as an alternative to the dominant x86 platform and have the potential to deliver both cost and performance benefits.
Public cloud continues to build momentum and is now going through ‘traditional’ channels like that of Ingram Micro. And this is happening increasingly on a global basis. Tools to help facilitate migration to public cloud also continue to come off the assembly line and Google Cloud released a new feature for moving Oracle databases off legacy environments.
The list of publicly traded providers continues to grow around the world and makes for a long earnings season. We take a closer look at the results coming from CyrusOne, Iron Mountain and Gigas.
Finally, there was M&A activity of note, with transactions involving investment vehicles with a special emphasis on real estate and digital infrastructure. Digital Colony acquired Landmark Dividend and Sila Realty Trust, formerly known as Carter Validus, exited the data centre space. Meanwhile, there are potentially more telco divestments on the horizon as Singtel is the latest to start the process of an internal strategic review.
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