5 ms·
Isn't Microsoft too late to the chip game? Both their competitors AWS and GCP have their own ML training chips, while Azure has nothing. The article seems like
by crop_rotation 4y ago
Isn't Microsoft too late to the chip game? Both their competitors AWS and GCP have their own ML training chips, while Azure has nothing. The article seems like they may have something by next year, but by that time the competition would have evolved even more. Nadella has executed on strategy brilliantly but on the cloud seems it seems like the tech innovation is a bit lagging. It hasn't mattered that much so far though due to how entrenched the MS stack is in the enterprise.
- zerop 4y agoMicrosoft reportedly working on its own AI chips that may rival Nvidia’s https://www.theverge.com/2023/4/18/23687912/microsoft-athena-ai-chips-nvidia https://www.theverge.com/2023/4/18/23687912/microsoft-athena...
- deleted 4y ago[deleted]
- sebzim4500 4y agoIt feels like Microsoft realized that sales/support matters way more than technology when it comes to cloud services. See how Azure has a ton of users despite being much worse than AWS or GCP by every objective metric. I would imagine that Google's reputation as a company where it is impossible to ever talk to a human (even when you have a 7 figure annual spend) hurts them in this space.
- robertlagrant 4y agoI think it's hard to tell what are real cloud users vs what are Office 365 etc users in their reporting.
- crop_rotation 4y agoYes, but that strategy works due to how entrenched they were in the enterprise already. It won't work for a brand new vendor. Almost every big company uses some enterprise Windows product (Windows,Office,AD, SQLServer). Once people already are buying 20 products from you and have a good sales relationship of decades, selling them some cloud services is easy and might even lead to better deals on something else (Windows/Office)
- bkjelden 4y agoThis has been Microsoft's MO for decades. Just barely good enough engineering/technology paired with a great sales team.
- _fat_santa 4y agoFunny it seems both GCP and Azure meet the expectations you have of their parent in this space. With Google you always got the "latest and greatest" but support was lacking. With MS you got the support, but maybe on not the latest and greatest. That seems to have carried into their cloud philosophies. The problem for both of them is AWS, which somehow manages to give you your cake and let you eat it too, even if it's a little more expensive.
- xyzzy123 4y agoMicrosoft have a pretty considerable advantage - a valuable production workload to optimise and strong knowledge of what that looks like. Sometimes it's better to be the fast follower.
- deleted 4y ago[deleted]