Last October Business Insider said Nadella and Azure could be a serious threat to Google and Amazon.
What he is doing is changing the perception of Microsoft from Windows to Azure and that should concern both Google and Amazon.
Realizing that Microsoft's revenue will shifting dramatically from selling the razor (hardware/Windows OS) to selling/renting blades (Azure), Satya Nadella realizes that the easiest way to keep existing customers and get new ones, is to give away the latest version of Windows 10...a free retrofit.
In the cloud world, companies only pay (Rent) for the actual resources they use, like minutes of computing time, bytes of storage, usage of add-on apps and services, and so on.
Customers love this and are ditching traditional software and computers at a rapid rate so they can rent their tech via cloud computing.
So when you already have millions of devices running one form of your operating system in the market, why make these users pay for a new device. I guess that would be a lot cheaper and easier to get market penetration than selling Chromebooks at cost.
Google can continue creating the lowest cost Chromebook possible to try to get adoption (at least in the schools). Microsoft, with the help of Sphere 3D's Glassware 2.0 proprietary container technology, can just turn those low cost razors back into Windows 10 devices (blades) and take away Google's recurring revenue by offering Windows applications.
Back to the Cloud Conference.
Microsoft Corp. expects a billion people to be using its Windows 10 operating system in the software’s first two to three years.
The big picture is NOT selling new devices with Windows 10 on them, it is converting EXISTING devices to Windows 10.
What about those Windows XP users (and all of their legacy apps) that will soon be off support?
Not a problem. Microsoft will provide organizations with the tools to make cloud migration of Windows based end-user computing applications from physical infrastructure to Azure simple and rapid using Sphere 3D's Glassware 2.0.
Glassware 2.0 utilizes proprietary technology to achieve application virtualization without the requirement to virtualize the desktop.
Microsoft released a bunch of a free software development tools that make it easy for programmers to take their existing Android, iOS, Linux and Web apps and turn them into Windows 10 apps.
William Ziebell, founder of Big Wood Software who is working on a private social network app being built on Microsoft's cloud Azure, is excited that Microsoft is bringing Macs and Linux into its development fold.
He called this "huge, da bomb. Cross platform support is the Holy Grail," he told us. (source)
Who has a bigger Cloud service?
Now here's why Amazon should be concerned.
Yesterday Microsoft announced Azure SQL Data Warehouse and previewed Data Lake.
The new service would be a good match for applications with many sources sending in little bits of data all at once — like analytics for the use of sensor-laden Internet-connected devices, for example.
John Rymer, analyst at Forrester Research said, Microsoft’s new partnership with Dell was what really stood out. The new "hybrid computing" platform allows the enterprise to move applications back and forth between its private data centers and Microsoft’s cloud, and that could be what really sets apart Azure from its main competitors like Amazon and Google, Rymer said.
Nadella, came from the cloud world and appears to be the right person at the right time, to transform Microsoft and offer the Next Cloud.