[Tech- Cloud/AI] Why I’m in the Cloud 2.0 era

This is data on changes in cloud market share announced by Synergy Research Group earlier this year.

This chapter clearly shows why Amazon Web Services has failed to respond properly to the AI era and its market share has declined.

In addition, Microsoft Azure, armed with open AI, is expanding its market share in the era of Generative AI. How to entrust Google Cloud to this trend is crucial.

Generative AI’s numerous services will come to individuals and companies, but I mainly cover B2B companies, so these signs stand out.

Microsoft has another powerful weapon. It is ‘Microsoft 365’, an office product. Google tried to replace it, but it didn’t budge and it is spreading more power. (Korean public service is now far from foreign standards like Japan. I became completely insensitive to social change while taking care of Hancom. I think what tools and services you use will be greatly affected. It is even more severe if you go to local public service.)

Various services can be replaced, but no one thinks that replacing offices will emerge. Google released products for the corporate market after releasing them for free, but global enterprise customers have never conceded as much as ‘Excel’.

Recently, Microsoft is also tossing out industry-specific Generative AI services such as Copilot, a finance company that uses Excel, one by one. It is already looking for customers with vertical-specific models. Yangban, who made Python, works for Microsoft. Excel and Python are the best. Two liberal arts students don’t listen to me ^.^

What’s scary about Microsoft is that it has invested in open AI and at the same time has accepted all of its products and services as a key engine. It takes three to four years to bring new features to enterprise products and reach customers.

That’s why it’s scary. Microsoft is moving forward after finishing all the preparations. So Amazon and Google are now raising the issue of bundling Microsoft 365 products and Azure cloud products not only to the EU but also to the USCook regulators. In addition, their infrastructure is also demanding that customers be able to host Microsoft 365 products under the same conditions as Microsoft Azure.

In the near future, Microsoft is likely to face a division problem for its cloud and office products. Everyone is afraid of the empire’s revival.

The first Generative AI service that Microsoft paid for was ‘GitHub Copilot’ aimed at developers. Now all the latecomers have jumped into this area as well. They include Google AlphaCode, Amazon’s Code Whisper, and Meta’s CodeDrama. Of course, there is OpenAI ChatGPT, and Anthropic, which recently released Claude 3, will also enter this market.

Samsung SDS (Samsung SDS) and LG CNS, as well as Douzon Bizion, have already made code generators inside and are already applying them to the development of their products.

This area is an unmonopoly and competitive element.

On the other hand, there is one exclusive possibility other than Office. It is OpenAI. All services of OpenAI, Azure OpenAI service, which is prepared for enterprise use, runs on Microsoft Azure. It is not hosted anywhere else.

Amazon has been helpless for the past year. What I felt at #AWSreinvent 2023 was “horror.” However, I belatedly spent 4 billion dollars in Anthropic to reorganize the battlefield, and managed to stand at the starting line by introducing the 2.1 at the time and the Claude 3 family this time. Many new services from the cloud are introduced here in the past, but they are the pursuers in the Generative AI part.

Google Cloud has yet to release Jeminai Ultra. In that situation, the stock price is so chaotic that it plunges due to the issue of character creation. Technologies are continuously pouring out, but brands are also rampant.

That’s why many people are paying attention to the Google Cloud Next https://cloud.withgoogle.com/next event, which will be held on April 9-11. The Klaus business is also making a profit, and AI = Google’s 20-year equation has been properly broken with the advent of OpenAI.

Microsoft, which continued to launch Generative AI services before Google’s event last year, is penetrating into the company faster this year as it has shown its cooperation with Walmart and numerous other companies at CES 2024.

This is why the company’s developer event Microsoft Build 2025 https://build.microsoft.com/en-US/home is drawing attention. May 21-23.

The shock of OpenAI’s “Sora” was also formidable. Looking at the two companies throwing it, it seems that traces of “GPT-5” can be seen here and there.

Someone asked me, “Isn’t it impossible to be alone indefinitely because you’re the same Transformer model?” Amazon and Google don’t even back down easily.

He said yes. But can Apple and Samsung both make ARM-based chips? Samsung Electronics’ Sumimaseng.

And even though Microsoft missed out on mobile, it’s still banging on laptops and PCs. This year, there’s also an AI-armed operating system called Windows 12.

So, since last year, my only interest has been in Microsoft’s “resurrection.” To what extent Microsoft Azure, armed with AI, will be able to chase down and shake off AWS. Oracle is also in the ranks as a coalition.

It was also 2023 when old boys were revived, web and search monopoly in 20 years, and people familiar and familiar with Google and Amazon, which led the cloud market in 18, struggled not to accept this change. However, data released by the Sinner Research Group clearly shows who is attracting attention in the market. Whether or not to break that uptrend is a major focus this year. This is why Amazon and Google run to regulators and criticize Microsoft.

cloud #ai #microsoft #aws #azure #google #oracle #oci #amazon #GCP