There are two good features today about the increasingly hot colocation business. What’s interesting to me is that companies appear to be addressing their ramped-up computing needs with externally housed physical servers rather than pure virtual servers (aka cloud computing). Although some colocation space is taken up by cloud platforms, it would be great to know what that percentage is. That answer could prove whether companies are buying into cloud computing, or just the not-managing-a-data-center part of it. As for high-frequency trading, well, that might never go virtual, and data centers proximately located next to exchanges likely will remain full for the foreseeable future.