![]() He presented a meaningful multicloud message with Azure Arc to support on-prem & edge workloads and talked about confidential computing at the infrastructure level. Starting with infrastructure from the compute, highlighting a collaboration with Arm-based Ampere processors, new block storage, 60 regions and 175,000 miles of fiber cables around the world. Infrastructure at Scale Transcending Azure with Arc It was visionary, energetic with a strong message that Azure was a platform to allow customers to build their digital business – doing more with less was a key theme. Regardless, Satya Nadella’s keynote address was pre-recorded, highly produced and substantive. Yes, there’s a virtual component, but it’s all about a big live audience gathering. AWS re:Invent, of course, is much different. Microsoft Ignite, normally attended by 30,000 people, had a smaller event in Seattle with a virtual audience around the world. Google Cloud Next took place live over 24 hours in six cities around the world with the main gathering in NYC. We’ll also quantify with ETR survey data, the relative position of these two cloud giants in four key sectors – Cloud IaaS, BI analytics, data platforms and collaboration software. In this Breaking Analysis, we unpack the immense amount of content presented by the CEOs of Microsoft and Google Cloud at Microsoft Ignite and Google Cloud Next. And more.ĭespite the striking similarities, the differences between these two cloud platforms, and that of AWS, remain significant, with Microsoft leveraging its massive application software footprint to dominate virtually all markets, and Google doing everything in its power to keep up with the frenetic pace of today’s cloud innovation which was set into motion a decade and a half ago by AWS. The content at these events had many overlapping themes including modern cloud infrastructure at global scale, applying advanced machine intelligence, end-to-end data platforms, the future of work, automation and a taste of the metaverse/Web 3.0. This past week, we saw two of the “Big 3” cloud providers present an update of their respective cloud visions, business progress, announcements and innovations.
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