Amazon Opens a New Front in the Cloud Wars

November 30, 2018

A Microsoft “expert” has explained why Azure, the Microsoft cloud service, why the Azure cloud failed Thanksgiving week. Like the explanation for the neutralizing of some customers’ Windows 10 machines, three problems arose. You can work through the explanation at this link, but you may, like me, remain skeptical about Microsoft’s ability to keep its cloud sunny. Key point: Microsoft apologizes for its mistakes. Yada yada yada.

At about the same time, Amazon announced that its cloud service uses its own custom designed Arm server processors. How will Microsoft compete with a service that is not without flaws but promises lower costs? The GeekWire write up states:

Vice president of infrastructure Peter DeSantis introduced the AWS Graviton Processor Monday night, adding a third chip option for cloud customers alongside instances that use processors from Intel and AMD. The company did not provide a lot of details about the processor itself, but DeSantis said that it was designed for scale-out workloads that benefit from a lot of servers chipping away at a problem.

From our vantage point in Harrod’s Creek, the Amazon approach seems useful for certain types of data mining and data analytics tasks. Could these be the type of tasks which are common when using systems like Palantir Gotham’s?

The key point, however, is “low cost.”

But the important strategic move is that Amazon is now in the chip business. What other hardware are the folks at the ecommerce site exploring? Amazon network hardware?

Microsoft makes fuzzy tablet-laptops, right?

Stephen E Arnold, November 30, 2018

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