Yeah, it feels like it has a lot of potential on paper, packet does a lot of stuff well that Equinix probably was thinking "why aren't we doing that? why isn't that us?"
It feels like one of those cases where you really want that vision to survive at scale.
Making it easier for Equinix to leverage its resources to get people cloud-y style capabilities that isn't attached at the hip to the other clouds sounds like it would be a pretty good thing. And for Equinix themselves, being able to expand their direct offerings without stepping directly on the toes of the other cloud giants that are also its customers is likely always a good thing in itself.
Making it easier for Equinix to leverage its resources to get people cloud-y style capabilities that isn't attached at the hip to the other clouds sounds like it would be a pretty good thing. And for Equinix themselves, being able to expand their direct offerings without stepping directly on the toes of the other cloud giants that are also its customers is likely always a good thing in itself.