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Monday, March 26th, 2018

    Time Event
    3:48p
    Colo, Cloud Drive Growth, Force Data Center UPS Vendors to Adapt
    Suppliers redesign products, revamp supply chains to serve a changing market.
    4:14p
    Throw Out These Seven Assumptions About Traditional BI
    Many leaders have outdated assumptions around their BI environments that they take for granted.
    4:22p
    Google Wins Shopify as Cloud Customer Amid Fear of Amazon
    Some retailers have shunned AWS in favor of Microsoft and Google because the e-commerce giant is a rival.
    5:56p
    US Roundup: Data Center Providers Expanding from Coast to Coast
    RagingWire and DataBank launch in Ashburn and Dallas; Aligned Energy expanding to Salt Lake
    8:27p
    US Roundup: Data Center Providers Expanding from Coast to Coast (FB)
    US data center providers continue to expand footprint from coast to coast. Recently, RagingWire announced the launch of the first facility on its second data center campus in Ashburn, Virginia. The company is planning seven buildings on this campus. In another announcement, DataBank said it launched its third data center in the Dallas-Fort Worth metroplex. Dallas was last year's third most active data center market in the country, following Northern Virginia and Silicon Valley. Additionally, Aligned Energy said it will be entering the Salt Lake City data center market, where it's converting an existing building to a 300,000-square foot data center.
    8:30p
    Colo, Cloud Drive Growth, Force Data Center UPS Vendors to Adapt (FB)
    After sales plummeted for several years, the data center UPS market is growing once again, as strong demand from cloud and colocation providers offsets slower enterprise sales, new research data shows. The market has shifted this decade as enterprises consolidate their data centers and move their applications and data to the cloud and colocation facilities, market research firm IHS Markit, said. That trend led to decreased global UPS sales from 2011 to 2015, but the market bounced back in 2016, as hyper-scalers and large colocation providers have rapidly expanded their data center footprint to meet increased demand. In fact, global UPS revenue rose 1.6 percent to $7.44 billion in 2016, and, according to preliminary IHS data, revenue increased about 3 percent in 2017.
    8:35p
    Who’s Buying OCP Gear Outside of Facebook and Microsoft (FB)
    Sales of servers, networking switches, storage, peripherals, racks, power infrastructure, and other data center gear based on Open Compute Project designs generated $1.2 billion in revenue in 2017, or less than 1 percent of the $137 billion data center hardware market, IHS Markit estimated in a study of the OCP market commissioned by the OCP Foundation. That’s not counting OCP hardware bought by Facebook, Microsoft, Rackspace, and Goldman Sachs, the four end-user companies with OCP board seats. Servers were responsible for 75 percent of the revenue. The analysts expect the “non-board” market to reach $6 billion in 2021, growing at an average annual rate of about 60 percent. Non-board hyper-scale companies and “tier 2” cloud providers bought the most OCP gear in 2017. Each of the two categories was responsible for about 30 percent of the market last year. (IHS defines “hyper-scale” as companies with more than 3 million square feet of data center space total.)
    8:38p
    Investor IPI Buys Remaining Three Infomart Data Centers (FB)
    Fund manager IPI Data Center Partners Management has acquired Infomart Data Centers properties in Hillsboro, Oregon (leased to LinkedIn); San Jose, California; and Ashburn, Virginia, from ASB Real Estate Investments. The three data centers were what was left of ASB’s data center assets after Equinix bought its massive Infomart Dallas building in February for $800 million. There’s been a lot of investor demand for data center assets recently, and properties have been changing hands at high multiples. Investment in North American data center assets last year totaled a record $20 billion, according to a recent market report by the commercial real estate firm CBRE. It’s a seller’s market, and ASB, which acquired assets in the portfolio that became Infomart Data Centers at various points over the course of the last 13 years, decided to take advantage of the opportunity.

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