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APAC, telco divestments, strategic, M&A, India, Japan, cloud footprint expansion

  • September 20, 2021
  • Analyst: Philbert Shih

Another busy week was highlighted by strategic activity in APAC, more hyperscale cloud footprint expansion and the introduction of new managed public cloud products and services.

There has been an active rumour mill in APAC as media outlets continue to report on potential telco divestment activity. The list now includes PLDTGlobe TelecomTrue IDCand Indosat.

Meanwhile, there were some notable transactions that reached the finish line. Vantage Data Centers has entered APAC through an acquisition of assets in the DigitalBridge portfolio, while South Korea’s KT Corp acquired connectivity provider Epsilon Telecommunications. In other transactions of note, Brookfield acquired land in MumbaiDXN acquired a data centre asset in Darwin, Australia and Singapore’s Keppel DC REIT picked up assets in The Netherlands.

Cloud providers continue to expand in the region. Linode increased its footprint in Mumbai amid accelerating growth and MSP NetActuate added to its capacity in Chennai.

India is set to be the next big hyperscale market in the region and has the potential to rival Japan in size at some point soon. And Japan continues to be the site of regular expansion activity as MC Digital Realty kicked off more building activity in Tokyo and Osaka.

Public cloud footprints continue to expand. in Canada, Google Cloud came online in Toronto, its second Canadian location, while AWS added a number of Local Zones nodes across secondary markets in the US. Mexico is another market that is coming on the hyperscale radar and we dropped in on what Equinix is doing here.

On the MSP side, there were a number of new product releases around the Azure cloud platform. Deft in Chicago added Azure to its managed public cloud portfolio, Faction extended its reach into Azure’s marketplace, while Datto built a new product for MSPs to back up workloads from the Azure cloud to hosted data centre infrastructure. Finally, Rackspace made a number of changes to its executive team.

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