Earnings, M&A, nuclear power, hyperscale, webscale, GPUs, APAC, global expansion
A busy week saw more from earnings season, M&A activity in the hyperscale and managed infrastructure segments, product development and global expansion activity.
Earnings season continues to reveal interesting data points and this week we take a closer look at the results coming from Digital Realty on the data centre side, and DigitalOcean in cloud and managed infrastructure. Performance was steady and relatively consistent with the larger trends we have seen in the quarterly reporting period.
The M&A arena continues to be slow, but there were some interesting developments in the past week. Summit acquired Chicago-based Deft as it looks to continue growing and expanding, and in Europe, AltasEdge entered Vienna through a sale-leaseback acquisition. But the most significant deal saw AWS acquire the data centre assets in Berwick, PA from Cumulus Data, an arm of Talen Energy. Cumulus Data has a data centre campus with a powered shell ready to go that is powered by a nuclear power plant. This is the first hyperscale data centre development powered by nuclear energy and provides a glimpse into the future as infrastructure continues to have a strong appetite for an increasingly constrained resource. There will have to be alternatives.
There were also interesting product developments in the past week. Vultr is rolling out more GPU inventory and expanded its footprint with Sabey Data Centers in Seattle, Cloudflare launched a new firewall service and Microsoft continues to make progress with its chip technology.
Finally, there was more global expansion activity. Bridge Data Centres is expanding in Cyberjaya, Keppel Data Centres is set to bring online a second building in Singapore, ODATA is preparing to expand further in Mexico and Portus Data Centers is planning a facility in Hamburg.
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