Link: Microsoft milestone: Tech giant’s cloud revenue now matches traditional products, analyst says

“We estimate that FY 4Q 19 was the first time MSFT generated as much revenue from running software in its own data centers, including cloud offerings like Azure and Office 365, as well as LinkedIn, Bing, GitHub and Xbox-Live, as it did from software licenses and upgrades, hardware and professional services,” according to the note from CFRA’s John Freeman.

Source: Microsoft milestone: Tech giant’s cloud revenue now matches traditional products, analyst says

Link: Ahead of Zoom’s IPO, new report says Microsoft repeatedly tried to acquire video conferencing company

A recent survey of IT pros found that Skype for Business is the most popular workplace collaboration app, beating out competitors like Slack and Google Hangouts.

Source: Ahead of Zoom’s IPO, new report says Microsoft repeatedly tried to acquire video conferencing company

Link: Configuring your release pipelines for safe deployments

“Also, it is recommended to not deploy to all production environments in one go, exposing all the customers to the changes. A gradual rollout that exposes the changes to customers over a period, thereby implicitly validating the changes in production with a smaller set of customers at a time… As an example, for an application is deployed in 12 regions with US regions (4) having a high load, European regions (4) having a medium load and Asian regions (4) having a relatively lighter load, following would be the order of rollout.”
Original source: Configuring your release pipelines for safe deployments

Link: Configuring your release pipelines for safe deployments

“Also, it is recommended to not deploy to all production environments in one go, exposing all the customers to the changes. A gradual rollout that exposes the changes to customers over a period, thereby implicitly validating the changes in production with a smaller set of customers at a time… As an example, for an application is deployed in 12 regions with US regions (4) having a high load, European regions (4) having a medium load and Asian regions (4) having a relatively lighter load, following would be the order of rollout.”
Original source: Configuring your release pipelines for safe deployments

Link: Walmart pick Microsoft Azure for cloud

“Walmart plans to deploy Microsoft’s machine-learning, artificial-intelligence and other services to help employees, for example, pick products that go on shelves and optimize the performance of freezers and other equipment. The retailer is aggressively cutting costs as it invests in growing sales online, and it is using tech to analyze its operations, an area of Amazon’s expertise.”
Original source: Walmart pick Microsoft Azure for cloud

Link: Walmart pick Microsoft Azure for cloud

“Walmart plans to deploy Microsoft’s machine-learning, artificial-intelligence and other services to help employees, for example, pick products that go on shelves and optimize the performance of freezers and other equipment. The retailer is aggressively cutting costs as it invests in growing sales online, and it is using tech to analyze its operations, an area of Amazon’s expertise.”
Original source: Walmart pick Microsoft Azure for cloud

Link: Walmart pick Microsoft Azure for cloud

“Walmart plans to deploy Microsoft’s machine-learning, artificial-intelligence and other services to help employees, for example, pick products that go on shelves and optimize the performance of freezers and other equipment. The retailer is aggressively cutting costs as it invests in growing sales online, and it is using tech to analyze its operations, an area of Amazon’s expertise.”
Original source: Walmart pick Microsoft Azure for cloud

Link: Walmart pick Microsoft Azure for cloud

“Walmart plans to deploy Microsoft’s machine-learning, artificial-intelligence and other services to help employees, for example, pick products that go on shelves and optimize the performance of freezers and other equipment. The retailer is aggressively cutting costs as it invests in growing sales online, and it is using tech to analyze its operations, an area of Amazon’s expertise.”
Original source: Walmart pick Microsoft Azure for cloud

Link: The Cost of Developers

That’s a lot of money.

“on the other side of the spectrum, purely enterprise-focused companies like IBM or Oracle would be tempted to wring every possible bit of profit out of the company…. What Microsoft wants is much fuzzier: it wants to be developers’ friend, in large part because it has no other option.”
Original source: The Cost of Developers

Link: The Cost of Developers

That’s a lot of money.

“on the other side of the spectrum, purely enterprise-focused companies like IBM or Oracle would be tempted to wring every possible bit of profit out of the company…. What Microsoft wants is much fuzzier: it wants to be developers’ friend, in large part because it has no other option.”
Original source: The Cost of Developers

Link: Microsoft sees Red …Hat for OpenShift-on-Azure public cloud offering

‘Rollout of the partnership will occur in two phases, with Azure support for OpenShift Container Platform and Red Hat Enterprise Linux on Azure and Azure Stack available now. The jointly managed OpenShift on Azure project is slated to go into its preview phase “in the coming months.”’
Original source: Microsoft sees Red …Hat for OpenShift-on-Azure public cloud offering

Link: Microsoft has designed an Arm Linux IoT cloud chip. Repeat, an Arm Linux IoT cloud chip

An edge device in every home, office, street corner, etc.

“The way it works is like this: Microsoft makes its system-on-chip (SoC) blueprints available to chip designers, which fabricate the chipset and flog it to IoT device makers. These manufacturers slap the silicon in their products, and run Microsoft’s Linux-based Sphere OS along with their own software on the chip, which connects to Microsoft’s Azure Sphere running on Redmond’s cloud.

Sphere does things like make sure gizmos only run official firmware, and automatically pushes out and installs bug fixes on remote devices, and so on. In the process, the chipmaker moves more silicon, the device vendor gets a turnkey security service to show to customers, and Microsoft gets a cloud customer for the lifespan of the device.”
Original source: Microsoft has designed an Arm Linux IoT cloud chip. Repeat, an Arm Linux IoT cloud chip

Link: Windows chief leaving Microsoft as CEO Satya Nadella rolls out massive engineering reorg

‘The reorg includes the creation of two large new engineering groups inside Microsoft, focused on Experiences & Devices, led by Microsoft Office leader Rajesh Jha; and the company’s Cloud + AI Platform, led by Microsoft’s cloud and enterprise chief Scott Guthrie… They join the existing Microsoft AI & Research group, led by research chief Harry Shum, to form three massive engineering groups inside the Redmond tech giant.’
Original source: Windows chief leaving Microsoft as CEO Satya Nadella rolls out massive engineering reorg

Link: Microsoft results show a distributed computing future

“The company reported 98% Azure revenue growth this quarter and commercial cloud revenue growth of 56% year-on-year to $5.3bn. The shift to Office 365 recurring revenue is also beginning to pay off, with the company reporting a 41% increase in Office 365 commercial revenue from installed base growth.”
Original source: Microsoft results show a distributed computing future

Link: Strong financial results from Microsoft as it aims for breadth of services

“strong results such as these show how the company can succeed by continuing to migrate its business users to cloud services. It remains deeply embedded in business computing”
Original source: Strong financial results from Microsoft as it aims for breadth of services

Link: Microsoft gets serious about monitoring

“Microsoft’s vision is to deliver tools that can offer a holistic view of services to application architects looking to optimize their software; performance information and debugging capabilities for DevOps and ops pros; insight into KPIs for executives; and information about customer usage to product owners. Microsoft doesn’t yet have a cohesive offering for all of the above, but it has the pieces to enable it and has begun delivering on some integrations across products.”
Original source: Microsoft gets serious about monitoring

The Serverless Revolution Will Make Us All Developers

Consider the case of the connected cows.

The grand unified, cloud/AI/IoT/serverless theory:

That was the essence of the Build keynote: The cloud interprets IoT telemetry, in real time, with AI. And that AI can, in turn, instruct other IoT devices to do things based on its interpretation.

Source: The Serverless Revolution Will Make Us All Developers

What’s in Microsoft Azure Stack

Some BOM’ing of Azure Stack:

Azure Stack is made of two basic components, the underlying infrastructure that customers purchase from one of Microsoft’s certified partners (initially Dell EMC, HPE and Lenovo) and software that is licensed from Microsoft.The software includes basic IaaS functions that make up a cloud, such as virtual machines, storage and virtual networking. Azure Stack includes some platform-as-a-service (PaaS) application-development features including the Azure Container Service and Microsoft’s Azure Functions serverless computing software, plus MySQL and SQL Server support. It comes with Azure Active Directory for user authentication.Customers also have access to a wide range of third-party apps from the Azure Marketplace, including OS images from companies like Red Hat and SuSE, and templates that can be installed to run programs like Cloud Foundry, Kubernetes and Mesosphere.On the hardware side, Azure Stack runs on a hyperconverged infrastructure stack that Microsoft and its hardware vendors have certified. The smallest production-level Azure Stack deployment is a four-server rack with three physical switches and a lifecycle management server host. Individual racks can scale up to 12 servers, and eventually, multiple racks can be scaled together. Dell EMC, HPE and Lenovo are initial launch partners. Cisco plans to offer a certified Azure Stack platform based on its UCS hardware line by the end of 2017 and Huawei will roll out Azure Stack support by the end of 2018.IDC Data Center Networking Research Analyst Brad Casemore says he believes customers will need to run at least a 10 Gigabit Ethernet cabling with dual-port mixing. Converged network interface cards, support for BGP and data center bridging are important too. Microsoft estimates that a full-sized, 12-rack server unit of Azure Stack can supply about 400 virtual machines with 2 CPUs and 7 GB of RAM, with resiliency.

And Lydia explains the “people want private cloud ¯_(ツ)_/¯” angle:

“This is definitely a plus in the Microsoft portfolio,” says Gartner VP and Distinguished Analyst Lydia Leong, but she says it’s not right for every customer. “I don’t think this is a fundamental game-changer in the dynamics of the IaaS market,” she notes, but “this is going to be another thing to compel Microsoft-centric organizations to use Azure.”

Leong expects this could be beneficial for customers who want to use Azure but some reason such as regulations, data sensitivity, or location of data prevents them from using the public cloud. If a customer has sensitive data they’re not willing to put in the public cloud, they could deploy Azure Stack behind their firewall to process data, then relatively easily interact with applications and data in the public cloud.

Source: “Azure Stack: Microsoft’s private-cloud platform and what IT pros need to know about it,” Brandon Butler