At Ignite, Microsoft pitches its new role embracing the wider tech ecosystem
Microsoft Corp. made a series of announcements on Monday that involved cross-platform deployment of Azure Cloud services, analytics and an expanded edge infrastructure, but a secondary story may well be how the company is redefining its role in the tech community at large.
“Where does Microsoft sit in this landscape?” asked Stu Miniman, co-host of theCUBE, SiliconANGLE Media’s mobile livestreaming studio, during the kickoff analysis on the second day at the Microsoft Ignite event in Orlando, Florida. “The answer is, Microsoft is going to play in a lot of places. All the latest and greatest, the new things that you want, you can get it from Microsoft. But they are also going to meet you where you are.”
Miniman was joined at the conference by co-host Rebecca Knight, and they discussed a not-so-coincidental announcement released this week by another company, Microsoft’s move away from a proprietary culture and the company’s competition with other cloud players (see the full discussion with transcript here).
VMware partners up
Microsoft on Monday introduced Azure Arc, a hybrid platform for managing a wide range of services, including Kubernetes clusters whether they reside inside or outside of Azure. Across the ocean at VMworld Europe 2019 in Barcelona, VMware Inc. was also announcing advancements around its Tanzu portfolio of products for managing software on Kubernetes.
Twenty-four hours later, VMware announced a combined solution featuring Workspace ONE and Microsoft’s Endpoint Manager, along with expansion of the Azure VMware Solutions hybrid cloud service.
“Arc reminds me of what I hear from VMware with Tanzu,” Miniman said. “Arc being announced and the next step of where Microsoft and VMware are going together is not a coincidence.”
Microsoft’s openness to a wider ecosystem for the deployment of its technology represents a continuation of the cloud-first tone set by Chief Executive Officer Satya Nadella (pictured). When the company’s CEO made his first public appearance in 2014, observers noted that he never mentioned Windows.
“Customers are seemingly demanding best of breed, and Microsoft is supporting that, championing that,” Knight said. “We’re seeing this as a trend in the broader technology industry. However, it feels different because this is Microsoft and they’ve been so proprietary in the past.”
With this week’s announcements and the shift in Microsoft’s strategic approach, could the company overtake Amazon Web Services Inc. in the public cloud market?
“Last quarter, AWS did $9 billion, and they’re still growing at about a 35% clip,” Miniman noted. “Last year, Azure did about $12 billion, so AWS is still two to three times larger when you look at infrastructure as a service. They are both clear, valid choices for the customer.”
Here’s the complete analysis, part of SiliconANGLE’s and theCUBE’s coverage this week of Microsoft Ignite:
Since you’re here …
Show your support for our mission with our one-click subscription to our YouTube channel (below). The more subscribers we have, the more YouTube will suggest relevant enterprise and emerging technology content to you. Thanks!
Support our mission: >>>>>> SUBSCRIBE NOW >>>>>> to our YouTube channel.
… We’d also like to tell you about our mission and how you can help us fulfill it. SiliconANGLE Media Inc.’s business model is based on the intrinsic value of the content, not advertising. Unlike many online publications, we don’t have a paywall or run banner advertising, because we want to keep our journalism open, without influence or the need to chase traffic.The journalism, reporting and commentary on SiliconANGLE — along with live, unscripted video from our Silicon Valley studio and globe-trotting video teams at theCUBE — take a lot of hard work, time and money. Keeping the quality high requires the support of sponsors who are aligned with our vision of ad-free journalism content.