High end IP and colo provider Internap Network Services (NASDAQ:INAP, news, filings) took another big step into the cloud, unveiling a high performance on-demand cloud computing service. With dual hypervisor support for VMware and OpenStack environments, as well as the cloud storage service they announced earlier this year, Internap is following a path that has to have been beckoning for a long time. I expect there are more cloud-related products in the wings.
Alongside the purchases of cloud-related companies by large telecoms, Internap has sometimes been mentioned as a similar target. However, while it had all the underlying pieces to be a player in the cloud, until lately it hadn't actually done it. But it is a natural extension of their colocation, optimized IP networking, and CDN infrastructure, and now that they have refocused the company I would expect them to find the transition to be easier than it has been for many. After all, their historical customer base seems ideally suited for such services, and their IP optimization expertise will help them provide the networking glue that has to hold together all clouds. Whether they will start getting some of that attention from big players looking for the right cloud ingredients to attack the enterprise space remains to be seen, but I wouldn't be too surprised.
Last week Internap announced earnings as well as a new datacenter facility in Los Angeles. They will showcase their cloud portfolio at Interop next week in Las Vegas. Their cloud storage product will be out of beta later this quarter, and this new product sometime in the autumn.
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