A quick look at recent developments in the colocation, data center, and cloud segment:
Today Cisco unveiled yet another index designed to show how near the data deluge of the future is. The Global Cloud Index forecasts a 12-fold increase in cloud bandwidth by 2015, and will be 51% of data center workload by 2014. Most of that will be going from data center to data center, and from cloud to cloud - no people involved at all, just servers talking to each other while holding up the entire information economy. Judgment Day anyone?
Newcomer Cologix closed on an expansion of its credit facility. Two new banks, Bank of America and Scotia Bank, join RBC Capital Markets and JPMorgan Chase in helping the colocation and interconnection provider increase its borrowing capacity to enable further expansions. That could be organic or inorganic, but these days in the colo sector it's probably both.
VoIP provider 8x8, Inc (NASDAQ:EGHT, news, filings) is making its own run at cloud services. Today they unveiled a cloud computing solution aimed at their SMB customer base, much in the same way some CLECs are looking to add additional managed services to their portfolio to increase their market opportunity. 8x8's offering is aimed at Windows cloud servers, rather than Linux.
Finally, this morning Equinix (NASDAQ:EQIX, news, filings) won a contract with nScaled. The San Francisco hybrid cloud IaaS provider will be leveraging Platform Equinix to power its disaster recovery services. I imagine Equinix has a long stream of such press ready to keep that ecosystem warm through the winter.
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