The Internet infrastructure market continues to evolve and a persistent dynamic is the ongoing separation that has emerged within broader categories. There was a time when there were only a few ways to use outsourced infrastructure, supported by a limited number of underlying form factors. That has changed dramatically in just over a decade and as a result, the landscape has become increasingly complex, while lines between service providers continue to blur.
This report takes a closer look at the separation that has happened on both sides of the market: in data centre colocation and hosting and cloud infrastructure. We have tried to portray this separation graphically and supported it with some colour and commentary. The perspective articulated here is both historical and forward looking.