As carriers are starting to move away from owning physical facilities, what changes are you seeing in the data center market?

[Players like] Windstream and AT&T as well as others, are moving out of the data center business, and we also have been following Zayo, Level 3, NTT, and others moving in. I've also been watching CyrusOne, Equinix, QTS, and Tier Point buy up large and small data center companies. Many carriers also lease in strategic locations. The big cloud providers are the ones buying their own very connected data centers right now.

We are doing a lot of work with data center operators like QTS and CyrusOne to bring carriers into their data centers -- we introduced CyrusOne to Centurylink and managed the build of five CyrusOne data centers where CenturyLink was going in.

In looking at a provider like Windstream, they were the first ones to start the trend of buying data centers years ago. And now they are the first ones to start the trend to sell the data centers years later. Now AT&T is having IBM manage its data centers, and Verizon might be selling. It's interesting because I helped build a lot of the Terremark data centers (some of which Verizon is looking to sell) , so I'm interested to see who will buy them because I think there's some really good, valuable assets there.