Microsoft: Extending Its Competitive Advantage Into The Cloud

The public cloud offers unprecedented scale, low cost, and global distribution. Other than Microsoft (NASDAQ:MSFT), there are two other hyper scale cloud competitors, Amazon (NASDAQ:AMZN) Web Services (AWS) and Google (NASDAQ:GOOG) (Google Cloud). Google Cloud is distinguished in that unlike the others, it primarily does not provide infrastructure as a Service (IaaS), that is, software running on Google Cloud must use the Google platforms. Azure represents a long term competitive campaign by Microsoft that goes much further than simply matching competitors' array of 3rd party service availability on their cloud. Compared to the other hyper scale providers, MSFT has several competitive advantages in the current watershed event of computing history, the move to the cloud. I will be discussing Microsoft's position chiefly relative to the two other hyper scale cloud companies.The MSFT public cloud preeminently enables computing at hyper scale, As Scott Guthrie, Executive Vice President, Microsoft Cloud and