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微軟加大云服務(wù)攻勢

微軟加大云服務(wù)攻勢

JP Mangalindan 2014年10月23日
與移動設(shè)備革命擦肩而過后,痛定思痛的微軟公司決心要成為企業(yè)云服務(wù)市場的霸主。分析家預(yù)測稱,微軟有望在今年底成為全球規(guī)模最大的云服務(wù)提供商。

????微軟公司(Microsoft)首席執(zhí)行官薩蒂亞?納德拉表示,云對微軟的未來至關(guān)重要。

????周一他在舊金山一個活動現(xiàn)場表示:“我們希望讓每個人和每個機構(gòu)都能發(fā)展壯大。”

????微軟去年經(jīng)歷了主帥更替的動蕩期,長期領(lǐng)導(dǎo)者史蒂夫?鮑爾默離任,納德拉接手。這位新任CEO一直嘗試著改善這家科技巨頭的境遇。這番話正是他希望潛在商業(yè)客戶銘記于心的訊息。目前,微軟不僅經(jīng)受著來自谷歌公司(Google)、蘋果公司(Apple)這類對手前所未有的攻擊,還遭到眾多致力于拓展企業(yè)業(yè)務(wù)的公司的圍堵。

????納德拉一再強調(diào),微軟希望大大小小的商業(yè)用戶都能使用該公司的數(shù)據(jù)中心存儲數(shù)字文件、內(nèi)部軟件并處理數(shù)據(jù)。為了把這個想法說明白,納德拉特意列舉了已經(jīng)采用微軟云的大公司以壯聲勢:

????比如,全國廣播公司(NBC)就將微軟云服務(wù)用于流媒體視頻。時尚品牌零售商Paul Smith靠著微軟的數(shù)據(jù)中心來備份其數(shù)字文件。同時,德國電梯業(yè)巨頭蒂森克虜伯公司(ThyssenKrupp)則將110萬臺電梯的速度、電機溫度等數(shù)據(jù)存儲于微軟的服務(wù)器群組。

????為了表明微軟云服務(wù)在一場全球性危機中能夠發(fā)揮多大的作用,納德拉稱,微軟將讓正向攻克埃博拉病毒的醫(yī)藥研究人員提供云服務(wù),以及那些有助于發(fā)現(xiàn)疫苗的研究。不過,他并沒有說明微軟是否會對這些服務(wù)收費。

????早在納德拉近8個月前出任首席執(zhí)行官之前,微軟就一直在兜售自己的“云”。在7月份的《財富》科技頭腦風(fēng)暴大會(Fortune’s Brainstorm Tech )上,納德拉稱,在當前不斷下滑的PC行業(yè)中,盡管微軟仍以90%以上的市場份額占據(jù)軟件行業(yè)的主導(dǎo)地位,但在移動設(shè)備領(lǐng)域。其市場份額僅有14%。

????正是鑒于該公司在移動領(lǐng)域處于非常被動的地位,微軟才要大力推動其純商業(yè)服務(wù)的發(fā)展。這是微軟長期以來一直業(yè)績出眾的專屬領(lǐng)域,并且很少遭遇谷歌和蘋果這類稱霸消費領(lǐng)域?qū)κ值那治g。

????在推出其主要云平臺Azure之后的4年中,微軟一直都在和亞馬遜公司(Amazon)及其云服務(wù)“亞馬遜網(wǎng)絡(luò)服務(wù)”(Amazon Web Services)在性能和價格上激烈競爭。實際上,僅過去12個月以來,微軟就在其服務(wù)中推出了超過300種新功能。

????周一,微軟展示了更多旨在削弱對手的新服務(wù),其中包括一種被戲稱為“G家族”(G family)、速度更快的“虛擬機”,或稱模擬機系統(tǒng),其存儲容量是亞馬遜虛擬機的兩倍,谷歌虛擬機的四倍。

????今年可能會是微軟的分水嶺。其云業(yè)務(wù)目前的年收入為44億美元。但野村證券(Nomura)分析師里克?薛倫8月預(yù)測稱,今年年底微軟就將以約58億美元的年收入成為規(guī)模最大的云企業(yè)。他說,相比而言,“亞馬遜網(wǎng)絡(luò)服務(wù)”和Salesforce.com兩者的收入總和為55億美元。就算微軟沒有達到這個數(shù)字,它也有更多現(xiàn)金可燒——高達770億美元。如果需要,這些錢將投入到其云產(chǎn)品中。正如納德拉所承諾的:“這才剛剛開始?!保ㄘ敻恢形木W(wǎng))

????譯者:清遠

????Microsoft CEO Satya Nadella says the cloud is vital to his company’s future.

????“We want to empower every individual and every organization to thrive,” Nadella said at an event in San Francisco on Monday.

????It’s a message that he hopes potential business clients will take to heart as he tries to lift Microsoft’s fortunes after a year of upheaval during which he replaced longtime leader Steve Ballmer. His company is under attack like never been before from rivals like Google and Apple along with an array of companies focused on corporations.

????Nadella emphasized again and again that Microsoft wants business customers, small and large, to use its data centers for storing digital files, housing software and crunching numbers. To hammer the message home, Nadella name-dropped companies already using Microsoft’s cloud already.

????There’s NBC, which uses Microsoft’s cloud services to live-stream video. Fashion retailer Paul Smith relies on Microsoft’s data centers to back up its digital files. Meanwhile, German elevator-maker ThyssenKrupp stores data from 1.1 million elevators like speed and motor temperatures in Microsoft’s server farms.

????In an effort to show how useful its cloud services can be in a global crisis, Nadella said Microsoft would make its cloud services available to medical researchers tackling the Ebola epidemic, as well as research capable of helping with discovering a vaccine. Nadella did not say whether Microsoft would charge for the services.

????Microsoft MSFT 1.03% peddled “The Cloud” long before Nadella became CEO nearly eight months ago. Although Microsoft still dominates software sales in the declining PC business with a 90%-plus market share, it only has a 14% share among mobile devices, Nadella said at Fortune’s Brainstorm Tech conference in July.

????Considering how far behind it is in mobile, Microsoft is trying to aggressively grow its pure business services. It’s an area in which the company has always done well and faces less competitoin from the likes of Google and Apple, which dominate the consumer space.

????In the four years since introducing Azure, its main cloud platform, Microsoft has been fiercely battling Amazon AMZN 0.85% and its cloud service, Amazon Web Services, on features and pricing. Indeed, Microsoft introduced more than 300 new features to its service over the past 12 months alone.

????On Monday, Microsoft showed off yet more new services that are meant to undercut the competition. Those included a faster kind of “virtual machine,” or simulated computer system, dubbed the “G family,” with twice the memory of Amazon’s virtual machines and four times the memory of Google’s GOOG 1.89% .

????This year may prove to be a watershed for Microsoft. Its cloud business currently generates $4.4 billion in annual revenues. But Nomura analyst Rick Sherlund estimated in August the company will become the largest cloud business by the end of the year with around $5.8 billion in annual revenues. By contrast, Amazon Web Services and Salesforce.com would make $5.5 billion, he said. And even if Microsoft doesn’t hit those numbers, it has more cash to burn — $77 billion — which it can funnel into its cloud products, if needed. Promised Nadella: “This is just the start.”

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