For the last couple years I’ve used the “Big 6” to include DLR, EQIX, COR, DFT, CONE and QTS. How convenient that when DLR swallowed DFT, the Switch (SWCH) IPO came together. I can still say Big 6. While there are many other public companies that sell colocation, these six are the most pure-play data … Read more
By Josh Symonds, March 7, 2017, AppDynamics. Final Thoughts By relying on auto scaling groups, AMIs, and a sensible provisioning system, you can create a system that is completely repeatable and consistent. Any server could go down and be replaced, or 10 more servers could enter your load balancer, and the process would be seamless, … Read more
Revenue per employee is not a metric for company performance assessment, but it is reflective of the cost of doing business for various business models or vertical markets. In the data center industry each provider has a slightly different mix of pure-play data center, connectivity and managed services that affects revenue per employee. DuPont Fabros, … Read more
By Josh Symonds, March 7, 2017, AppDynamics. Auto Scaling, Repeatability, and Consistency Amazon’s software-as-a-service (SaaS) offerings, such as RDS, are extremely convenient and very powerful. But they’re far from perfect. Generally, AWS products are much slower to provision compared to running the software directly yourself. Plus, they tend to be several software versions behind the … Read more
At the moment of this writing it is 119 degrees here in Arizona where I sit. In case you thought data centers were the power consuming scourge we’ve heard of in the past, the broader market of consumer and industrial users suck up huge amounts of unmanaged power when mother-nature decides it’s going to be … Read more
By Josh Symonds, March 7, 2017, AppDynamics. Amazon Web Services (AWS), Amazon’s best-in-class cloud services offering, had downtime of only 2.5 hours in 2015. You may think their uptime of 99.9997 percent had something to do with an engineering team of hundreds, a budget of billions, or dozens of data centers across the globe—but you’d … Read more
VC investment activity jumped in 2014 by 53% over 2013, growing from $45 billion to $69 billion. The market has sustained momentum with $79 billion in 2015 and $71 billion in 2016. 2017 activity is anyone’s guess at this early stage. Software companies are some of the biggest consumers of data centers. For Q1 2017, … Read more
2016 wrapped up for the data center Big 6 public providers (EQIX, DLR, CONE, DFT, QTS and COR) with stable to modestly improving price dynamics, and a supply/demand balance in most markets. While pricing has been stable for the last few years, it is the industry’s continued commitment to underwriting deals based on sustaining ROIC … Read more
Aggregate development CAPEX over the next four years is estimated at $20 billion. While the top 10 global investment banks will capture the lions share of the credit/debt financing sought by these companies, the remainder of the data center market will need capital too.
In today’s world an Infrastructure Demand Response (iDR) approach to data center capacity management of application workloads and physical infrastructure is key to cost and risk management. “Demand Response” has been used for decades in the power industry to manage just-in-time power resources to fulfill demand. This approach in the power industry is analogous to … Read more
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