AWS and public cloud growth, anti-trust concerns, multi-cloud, data centre development, APAC
The recent week saw activity across the board.
As the sector continues to face headwinds, growth continue to slow and the public clouds have not been immune. AWS has seen its growth slow over the last several quarters and in a letter to shareholders, CEO Andy Jassy confirmed that performance on a top-line basis will continue to be soft going forward. But despite current performance and conditions, AWS continues to take a long-term approach to the business.
Public cloud also could be facing more regulatory challenges as anti-trust scrutiny has emerged in the UK for AWS and Azure. This could play out several ways, but could have some implications for public cloud growth over the long-term.
IBM Cloud is no longer trying to be a hyperscale cloud platform and continues to seek partnership from scaled services that it will try to extend and integrate with. Cloud storage provider Wasabi Technologies is its newest partner.
Development activity remains steady. DataBank is expanding in edge markets and secured more capital resources, while Samsung SDS brought online a data centre in South Korea, DAMAC set its sights on Jordan for a new development and Spark is investing in New Zealand. Given the growth in hyperscale requirements, operators are more closely collaborating with power providers and utilities. Green Mountain has done that recently and plans to enter the market in Frankfurt, Germany.
Finally, there was executive movement in APAC. Chinese data centre operator Chayora has a new CEO and Princeton Digital Group brought in a new chief investment officer to help lead M&A and other strategic activity.
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