Amazon AWS and Microsoft Azure are the focus of the global public cloud. Not the financial report released before, the sales revenue of the two companies' cloud computing is getting closer and closer. From the data display, Amazon's profit is slightly higher than Microsoft's. Some people say that the high growth of Microsoft Cloud comes from bundling, and the real behind it. What is the truth? Not long ago, Microsoft proposed the concept of intelligent cloud, which is in conflict with another IBM company that also talks about intelligence and cognitive computing. How do Microsoft and IBM compete on the smart cloud? What is the next step in Microsoft Cloud Computing, which is located in the smart cloud? After holding Century Internet and China Telecom, what is the next layout of Microsoft Cloud in China? Recently, China Electronics News reporter interviewed Shen Yuanqing, chief operating officer of Microsoft Asia Pacific R&D Group and general manager of Microsoft China Cloud Computing and Enterprise Division.
Shen Yuanqing, Chief Operating Officer of Microsoft Asia Pacific R&D Group and General Manager of Microsoft China Cloud Computing and Enterprise Division
Microsoft cloud is still in a high investment period
Shen Yuanqing began reporting directly to Scott Guthrie, Microsoft's global executive vice president and general manager of the cloud computing division, in May last year. Last year, Shen Yuanqing went to the United States 15 times. After the immigration officer of the United States saw him belonging to Microsoft Corporation and doing cloud computing, he did not ask him why he was entering the cloud but talked about cloud computing.
Cloud computing, which is evolving into public facilities such as “water, electricity and gasâ€, is rapidly infiltrating all aspects of life and production, and it also changes the competitive landscape of the IT industry. At the moment, the global IT giants are undergoing transformation. When the companies in the company are still experiencing a downturn, Microsoft has gone through the bottom of the valley and the stock price continues to grow. The success of the transformation to cloud computing is one of the key reasons for Microsoft’s growth. . Therefore, some people say that this round of IT giant transformation success or not, the key indicators look at the cloud.
Amazon and Microsoft are the most concerned about the global public cloud, and also the two "index stocks" of the "Internet cloud camp" and "IT camp." Recent financial statements show that Microsoft and Amazon's revenues on cloud computing are getting closer, but Amazon's profits are higher. So some people attack Microsoft's rapid growth in the cloud computing field from bundling sales.
In Shen Yuanqing's view, cloud computing is in great need of scale effect. There are only a handful of service providers that provide global services with large-scale global operations. Microsoft and Amazon are two of the better public cloud services. . "Amazon started in the cloud computing field a few years earlier than Microsoft, and Microsoft's cloud computing grew very fast. In the second quarter, Microsoft's cloud growth rate exceeded 140%, and will maintain three-digit growth in the next few years. In fact, Microsoft The cloud computing is still in a high investment period, but it is very optimistic about the future of profit," Shen Yuanqing said.
At the just-concluded Microsoft Build 2016 conference, Scott Guthrie announced that Microsoft has 30 global cloud computing data centers. In October last year, Shen Yuanqing revealed 19 Microsoft global data centers in an interview with the media. With the addition of 11 global data centers, Microsoft is still making large-scale investments in the cloud. "In the data center, Microsoft is still accelerating the deployment of more data centers around the world. In addition to the new data center, Microsoft's relatively large investment in the data center is to increase power and server optimization, and the power will increase by 30 megawatts. The server is currently Microsoft. With the 4.5-generation server design, I hope that the future cabinets can be integrated into more different blade systems, each with higher efficiency.†Shen Yuanqing revealed that cloud services, especially at the IAAS level, are capital-intensive and technology-intensive industries. Do it well, “pocket deep (rich), good technology.†Pocket deep means having “money†for continuous investment. The technology should be well understood. If you want to operate a global public cloud and not have enough technical capabilities, it is difficult to make it. At present, Microsoft has 18,000 people focused on the development of cloud computing, and even developed it. Hardware FPGA programmable chips to create a more powerful cloud data center.
Talking about Microsoft's investment and advantages in the cloud, in addition to Microsoft's cloud spanning private, public and hybrid clouds, and global scale operation, Shen Yuanqing believes that the core of the cloud is "trustworthy", so "trusted cloud" is Microsoft's DNA, Microsoft continues to advance from four aspects: security, transparency, privacy, and compliance. The second is a localized ecosystem. Microsoft is actively building a very localized cloud ecosystem around the world, including cloud application stores built in China, which is also Microsoft's advantage. The third is intelligence. Five years ago, everyone watching the cloud might emphasize storage and emphasize the application of moving to the cloud. What is more and more emphasized now and in the future is how “smart†allows customers to quickly gain insight and value from the data. This is the direction of the future.
Emphasize that "smart" conflicts with AWS and IBM
Microsoft CEO Satya recently said that Microsoft's future direction is to inject "intelligence" into the world. In the cloud dimension, "smart cloud" is now a prominent feature highlighted by Microsoft. The intelligence and data mining capabilities are also one of the key indicators of the industry compared to Microsoft and Amazon. The general view is that Amazon lacks "enterprise IT experience." "The accumulation, so Amazon's cloud's ability to understand the data and release the value of the data is not good for Microsoft.
In this regard, Zhang Xia, the chief technical consultant of Amazon China, said in an interview with the reporter of China Electronics News that it depends on how to define intelligence. From the perspective of software definition, from the cloud itself, including management, design, operation and maintenance are actually software-defined, if it is to see machine learning, deep learning, big data, etc., now Amazon's cloud also provides relevant From the perspective of tools, modules, and services, AWS is equally smart.
Shen Yuanqing used a newly graduated secretary to compare with a secretary who had been with the boss for 20 years. The secretary who just graduated from college usually can only do some basic work, and the secretary who has been with the boss for 20 years can take the initiative. The boss handles more things, such as assisting the boss to deal with customers and partners, such as suggesting to the boss at work, and even in some cases, if the proper authorization, can help the boss to do a lot of work. The implication is that AWS provides relevant "modules" and "tools" and is only the "basic work" of the secretary, and Microsoft's service in the "smart" dimension has been condensed for decades in the application market and Ability, the ability of artificial intelligence, and the ability of ecosystems. The combination of the Internet, machine learning, and artificial intelligence can bring about tremendous changes in productivity. This is what Microsoft emphasizes as "productivity." Because of this, from this year, the focus of Microsoft's cloud messaging is skipping IaaS. Emphasize PaaS and SaaS.
Microsoft highlights the competitiveness of intelligence, which is bound to create a fierce conflict with IBM, which is emphasizing "cognitive computing." In fact, Microsoft and IBM have been enemies for many years. When the cloud enters the "smart" and "hybrid cloud" deep-water areas, the two companies will inevitably fight again. For a long time, the "open or not" between IBM and Microsoft is considered to be the biggest difference between the two, but since 2010, when Microsoft began to operate public cloud services from globalization, service and openness have become the direction of Microsoft reform. In the background, the label attached between the two begins to blur.
Talking about the difference with the cloud of the opponent, Shen Yuanqing believes that IaaS, SaaS, and PaaS are equally important in Microsoft's cloud strategy, and this is Microsoft's unique and lack of friends. From another perspective, Microsoft can meet Microsoft's cloud application scenarios from consumer to enterprise to industry.
Recently, both IBM and Microsoft have focused on creating a better development environment to provide more flexible development tools. At Microsoft's Build 2016 conference, Microsoft announced the inclusion of some Xamarin features in Visual Studio Community Edition, and XamarinStudio for OS X systems also provides a free community version to help developers more easily create cross-platform mobile for native experiences. application. In addition, Visual Studio Enterprise users can now get Xamarin Enterprise features at no additional cost.
IOT and artificial intelligence are the next focus of Microsoft Cloud in China
Among all the foreign clouds, Microsoft's cloud is the earliest and most smooth one in China. Not long ago, Kevinda, the president of Microsoft Cloud's partner in China's Century Internet Blue Cloud, told the China Electronics News that Microsoft Cloud has set a lot of key points in China's development. Now, in retrospect, if these points were not On the other hand, it is possible to be the same as other international clouds in China.
At present, Microsoft Azure is in contact with China Telecom, and the cloud application store of Microsoft is holding hands with China Telecom. What is the next key meeting of Microsoft Cloud in China? Shen Yuanqing revealed three key points. One is Internet of Things related services. Currently, Shenzhen, China is the global Internet of Things center. Microsoft will bring Azure-related IoT services. Second, machine learning and artificial intelligence, as well as Microsoft's perceived services, will also come to China. The third is to bring more exciting PaaS and SaaS services to China.
Microsoft is deeply involved in the cloud computing market in China, and it is bound to form a positive conflict with local cloud service providers. Alibaba Cloud is currently the most popular local public cloud service provider in China. It is said that it has encountered a return on investment when it is deeply rooted in the local regional cloud market. The rate is not high. What is the return on investment of Microsoft Cloud in China?
Shen Yuanqing said that Microsoft Cloud is very patient in its development in China, and the return on investment is not the most concerned issue at present. Microsoft is convinced that China will play a leading role in many areas in the mobile Internet era. At present, China is the world leader in the number of personal computers, servers, number of home appliances, and mobile terminals, with China’s voice in the world. In the process of increasing and large, many scenes will be first in China, and then copied abroad, so Microsoft will have greater enthusiasm and greater investment in China to become bigger and deeper. From the perspective of the development of the cloud computing industry, at present, foreign countries are leading domestically for three or four years. In the future, there will be many mergers and cooperations in this industry. In the deep-rooted industry and regional markets, more alliances and cooperation will occur. As for the comparison with Alibaba Cloud, Shen Yuanqing said that Microsoft is a listed company and Ali is also a listed company, so the data can be found. At present, Alibaba Cloud's growth is 120%, while Microsoft Cloud's growth is 140%.
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