Managed public cloud, M&A, JVs, APAC, carrier hotel 2.0, earnings and growth
Another busy week saw significant network footprint expansions, more results from earnings season, activity in the managed public cloud market, M&A and JV activity in APAC.
Hyperscale, subscale and CDN networks continue to expand both geographically and in terms of overall capacity. AWS is facing rapidly rising capacity requirements to the degree where it is now actively looking to decentralize out of ‘traditional’ carrier hotels. It is doing this in a number of metros in partnership with QTS as it looks towards carrier hotel 2.0, while already doubling its CloudFront footprint in just over two years. Meanwhile, Cloudflare added nearly two dozen more edge locations to its footprint, and Acronis and Wasabi added new nodes in Europe and Canada.
Earnings seasons has wound down and we took a closer look at the results coming from Cyxtera and Akamai. On the private side, managed public cloud provider Cloudticity shared some interesting data points about its growth trajectory.
There was other activity in the managed public cloud market. Effectual hired a chief innovation officer and established a new partnership with another service provider, while Pivotree moved an e-commerce customer to AWS.
There was also some M&A activity of note in the cloud and MSP space. InterVision acquired Virtuosity Consulting and HostPapa on the SMB side, picked up Cloud 9 Hosting.
The hyperscale data centre market in APAC continues to expand and operators are actively pursuing new market entry to tap into high upside opportunities. Southeast Asia is at the forefront of this, and Vietnam has flown a bit under the radar, but NTT GDC is set to build there through a newly established JV.
Finally, we had a chance to speak with nZero, a new company based in Nevada that has built a carbon tracking platform and secured a number of data centre customers, including Aligned Data Centers and T5 Data Centers. nZero is looking to help standardize reporting of climate-related metrics and data centre operators can use this to drive a number of benefits.
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