Potential Warning Signs in the Colocation Market: "Content and cloud providers are driving the network market. When we examine core submarine cable routes worldwide—notably the Trans-Atlantic, Trans-Pacific, and Intra-Asia routes—content providers account for a majority of the used bandwidth, moreso than the aggregate internet demand on these routes.
"We're talking about a couple of companies in particular—the Facebook, Google, Amazon, and Microsofts of the world," said Jon. "We also know that the same providers have been building out their own proprietary data centers at a very rapid rate."
According to Jon, in the last two years we've seen 46 percent growth in the number of sites that these operators are deploying, with Google showing a 75 percent increase in their overall number of sites worldwide." 'via Blog this'