SeattleWhat a botched start: On Monday morning, space historian Andrew Chaikin and John Knoll of the Hollywood effects smith Industrial Light and Magic were to virtually simulate the 1969 moon landing using the Holholens 2 data glasses as a prelude to the Microsoft in-house build in Seattle. But nothing happened. After waiting a few seconds, the two left the stage, not without the joke of Chaikin: "Getting a live demo of the moon landing is probably more difficult than a moon landing itself."
Long-time Microsoft observers felt reminded directly to the famous "bluescreens" from Bill Gates times. At a major demonstration of the Microsoft boss then crashed a Windows computer completely from.
That was twenty years ago, when Microsoft was still the favorite target for ridicule and mockery of the IT industry and triggered a "bluescreen" Johlen und Grölen in the hall. This time the laughter was restrained and more friendly to benevolent. The app crash shows: Microsoft is no longer the bogeyman of the industry, the old self-esteem is back, only without the usual arrogance.
CEO and sympathizer Satya Nadella let the break down sovereign itself, as he immediately afterwards stepped on the stage: "We will expand Azure to the world computer," he affirms without self-doubt, probably also to the address of the competitor Amazon. Azure is Microsoft's cloud service, Nadella's next Windows, the upcoming multi-billion seller.
"Outside the tech industry, more software developers are being hired today than within the industry," he says, pointing to a trend that cloud computing and artificial intelligence have triggered: companies are regaining IT skills because of artificial intelligence and data analytics in the cloud have become a key competitive factor. Only IT itself stays out, in the cloud, in the gigantic data centers of Amazon's AWS, Microsoft's Azure, or Google's Cloud.
Revenue from publicly rentable cloud services, apps and offerings will increase 17.5 percent this year to $ 214.3 billion, predicts US market researcher Gartner. The lion's share of this is shared by the three alpha animals AWS, Azure and Google Cloud Platform.
Amazon, the major competitor from Seattle, is the market leader in cloud computing with over 32 percent market share. Microsoft lurking at 16 percent in second place at his chance. However, the company reports Azure cloud growth of 73 percent for the first quarter of 2019, significantly more than Amazon's below 50 percent – and is catching up a bit.
Google was disappointing in the core business, preferring to hide its cloud results, which triggered the sharpest fall in the company's Mountain View stock for more than six years. One day, $ 70 billion in stock market value was erased.
The cloud has taken power
Different with Microsoft. On the stock market, Nadella's cloud company has already made it to number one. According to Yahoo Finance, market capitalization was $ 981 billion after Wall Street's official close on Monday, ahead of Amazon ($ 960 billion) and Apple ($ 959 billion). Google is ranked fourth with $ 826 billion.
Nadella has given Microsoft a major overhaul, the fruits of which he is now reaping. The once overpowering Windows division simply does not exist anymore. It is dissolved and distributed over several areas. The cloud has taken power.
The office software Office has also ordered a reorganization by the company management. Add to that Microsoft's chat and collaboration softwares. They are said to be inseparably interwoven with the Office package, changing the way people around the world communicate and collaborate via text, voice, and video.
Of course, about the Azure cloud. The changes are designed to eliminate even the biggest competitor: Slack, an aggressive San Francisco start-up that could threaten Microsoft's hegemony in the office space more than Google's office software.
The all-new edge Microsoft web browser will not run exclusively on Windows. He will also be available on Linux, iOS and Android, promises Nadella. He wants and must ensure that no hardware or software provider makes his cloud services inaccessible through tricks with their browsers. The browser will be based on Google's popular Chromium software, an open source platform.
The cloud is no longer just unlimited computing power on the Internet. Today, big players offer everything from one source: computing power and all kinds of supporting software – from password management to identity verification to artificial intelligence with services such as voice recognition and image recognition.
At the in-house show in Seattle, a student introduced the acclaimed app EasyGlucose, which determines the blood sugar content from a photo of the human pupil. The secret: learning the cloud and the machines. Azure compares the photo with millions of other photos of diabetic and non-diabetic eyes, analyzes it for typical changes in the cloud, and returns the result to the app.
Progress for the industry
The extra camera for plugging in the smartphone should cost ten dollars, the service $ 20 a month. Today, diabetics have to spend up to $ 2000 or more a year on test strips and devices. The young man developed the app without a large pharmaceutical company in the back for his diabetic grandmother. The program, if accepted as accurate enough by the US Department of Health, could be significant to the people and the diabetes industry.
The cloud providers know that. They now offer complete industry-specific solutions. Why this is so explains Julie White, head of the cloud division in an interview with the Handelsblatt: "If we talk today with companies such as BMW, then want to rebuild their business model and hire a new IT service provider," said White.
The companies looked for partners who would know their industries, trends such as autonomous mobility, and assess developments and solutions. The maturity and depth of cloud services available today and new cloud services on Monday are creating the potential, White continues.
Nadella's "World Computer Azure" becomes the Internet's operating system and business model of the world economy. The revenue potential behind it is gigantic and dwarfs everything Windows had previously been able to achieve. It is spoken by tens of millions of terminals.
According to forecasts, billions will be billions in the cloud if you factor in the upcoming "IoT", the cloud-driven Internet of Things. This explains the fierce behavior that AWS, Azure, and Google Cloud are fighting for every single customer, and players like Oracle, IBM, and SAP are desperately trying not to lose touch.
Google already set the pace in April at its Google Next Google event in San Francisco, announcing strong expansion and heavy investment. More information could come from in-house I / O, which starts on Tuesday, as well as SAP's Sapphire conference in Florida. This also starts on Tuesday.
The 44-year-old Microsoft with the young Web opponents such as Amazon or Google no longer has contact fears. If you want, you can sit comfortably in a conference room in the Convention Center in Seattle on Tuesday and watch the opening speech of Google boss Sundar Pichai in Silicon Valley, which is just over 1,000 kilometers away, via video stream.
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