AWS run a VM environment - which goes against the policy of a majority of the big players when it comes to the security of their own data. Big companies like to have their own servers and SANs, with their own dedicated racks and connections ... whether it be their primary equipment or a mirror or dual remote environment.
So, in my opinion, AWS are really hunting for a different set of targets ... and you also must remember that any of the cloud providers that are not interested in building Australian data centres will be looking at NextDC first (such as Microsoft with Azure) - they're hardly going to go to the opposition.
One other thing I will note (dare I say it?) - the modular data centres that I have been involved with are a long way from the standard of the NextDC facilities; it's like comparing a Silver Shadow with a Commodore. I don't know what the AWS arrangement is like, but I have no reason to think that it's any different.
I know that Assies are a cynical mob - but one of the things that we do best here is design and build commercial facilities. I have constant contact with overseas executives of various companies who come to inspect an installation - and the common theme is the expressing of amazement at the quality. "I have seen nothing better anywhere in the world - and generally a lot worse" is a pretty standard quote. NextDC is designed and built here and it really shows - the modular ones come from overseas and are done by cheap labour. The results are ordinary at best.
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