Investor interest in the data center sector remains high, and the wave of M&A is likely to continue in 2020. But deal values are high, prompting some investors to tread carefully and adjust their strategies.
Insights and Trends on Edge Computing
Data is everywhere. As a digital transformation sweeps across our society and economy, Internet infrastructure must follow the data. Enter edge computing, which extends data processing and storage closer to the growing universe of devices and sensors at the edge of the network.
The goal of edge computing is to process data and services as close to the end user as possible. It’s an architecture that allows the compute and content delivery process to happen within 10 milliseconds or less of the user. The trend driving the edge computing model is the increased use of consumer mobile devices, especially consumption of video and virtual reality content and the growth of sensors as part of the Internet of Things.
The role of distributed IT is shifting. This is true for retail locations, branch offices, university campuses or manufacturing plants, and has been for a while. But these days, with almost every organization becoming more digitized, “the number of these sites is increasing, and their role is changing,” said Vertiv. A new white paper from Vertiv outlines how connectivity, cloud computing, big data and mobile applications can work together to enable a new service paradigm for remote sites that increases visibility, reduces downtime and supports optimization of these vital IT resources.
At the recent Edge Computing World, investors and futurists envisioned a future transformed by edge computing. Here is a look at the bullish view on the future of the edge.
Vapor IO has completed a $90 million funding that will accelerate the build-out of its micro-modular edge data centers to an additional 16 cities in 2020. The company also said Cloudflare will be a customer in all of its sites.
Equinix will buy Packet in a major push into edge computing. The acquisition will allow Equinix to accelerate its interconnected edge services and add a “bare metal” cloud offering.
Colony Capital intends to be an active investor in the data center sector in 2020 and beyond. Its recent $185 million investment in DataBank provides insights to Colony’s strategy to expand aggressively into digital infrastructure.
What’s ahead for the data center industry? We’ve identified eight themes that will shape the data center business in 2020. The big theme: data, data everywhere.
Phillip Marangella, CMO for EdgeConneX, explores how edge data centers can help us rearchitect the internet in a way that will support the flood of data and massive traffic flows generated by emerging technologies like AI, cloud gaming, VR/AR and multi-cloud deployments, and more.
Last January we identified eight themes that we believed would shape the data center business in 2019. How did we do? Let’s take a look and see how we did, ranking whether each prediction was a Hit, Miss or Too Early.
For the edge computing market, 2019 was a year of laying the groundwork for future growth. Here are insights from Data Center Frontier’s edge computing coverage in 2019, highlighting emerging trends and companies in edge computing.