I have thinking more about who the major cloud provider is going into AirTrunk could be. I am leaning towards AWS. AWS is clocking 55% growth and they would be looking for more datacentre space. AWS is all about optimization and what AirTrunk is apparently going to bring with efficiencies might be a match.
This is would be somewhat good news for NXT as NXT's anchor tenant is Azure and there is less risk of a major tenant leaving.
It would be good to get some of the AWS workloads in NXT given their growth rate though.
Anyone got intel on who AirTrunk's major customer might be?
Has Airtrunk made a tactical error?, page-23
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