Microsoft wins a big contract in the AT & T cloud valued at $ 2 billion

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The fight for the dominance of cloud computing is at its peak and leaders are beginning to show their faces. In the case of IaaS, Amazon AWS has a big lead, followed by Microsoft Azure, IBM Cloud, Alibaba and Google Cloud Platform. If you were wondering where Oracle was, Gartner does not place it in the top 10 of his income, but adds it to his "Magic Quadrant". PaaS and SaaS systems are important, of course, and represent, in some respects, the greatest dollar opportunity.

Among the customers, the hybrid cloud and the multi-cloud also arouse a lot of interest. When you look at the potential business opportunities of 5G, IoT, and AI, things get very interesting. I wanted to expand on the cloud ads that AT & T and Microsoft have done this week, putting more emphasis on what AT & T wants from Microsoft than on what it provides. to the technology giant.

A new AT & amp; T& nbsp;

First, let's take a look at AT & amp; T. Many may not realize it, but AT & T is no longer just a phone company. The company's results for the first quarter of this year revealed a number of remarkable business breaks. Its mobility business (which includes smartphones, wearables, tablets and consumer wireless) is now worth $ 18 billion. Its Entertainment group, which includes DirecTV, DirecTV Now, and its AT & T Fiber Broadband service, now totals $ 11 billion. Meanwhile, Business Wireline (equipment and commercial services) can reach $ 6 billion, its Latin America sector up to $ 2 billion, WarnerMedia up to $ 8 billion and Xander, an advertising agency under his umbrella, up to $ 0.5 billion. This is not your grandfather's AT & T business.

A big win for Microsoft& nbsp;

All of this is relevant in the telecom giant's announcement today of a large-scale multi-year partnership with Microsoft in the cloud, AI and 5G. AT & T is at the heart of what it calls a "public cloud first" strategy, with the goal of transferring most of its non-network workloads to the public cloud by 2024. It should be noted that AT & T has a network of companies at IBM. While AT & T retains responsibility for its own core network operations for cell phones and other devices, this partnership provides it with a landing pad for workloads other than network: Microsoft Azure. In addition, AT & T's workforce of approximately 268,000 will now have access to Microsoft 365's cloud-based productivity and collaboration tools.

Microsoft says it can take advantage of the innovation made possible by the AT & T 5G network. This could be particularly useful for Microsoft as it designs, builds and tests software solutions. periphery computing that takes advantage of the high speed and low latency of 5G. I've always wanted to see HoloLens support 5G because it could offer remote rendering without the need for WiFi. In addition to the smart advantage, companies plan to collaborate on integrated solutions for networking, the Internet of Things, public safety and cyber security. Microsoft has one of the few end-to-end IoT solutions, ranging from deep-edge silicon to private and public Azure and Azure Stack. The partnership also gives Microsoft a new partner for the sale of its advanced IT services. Not surprisingly, they will also work together on voice, collaboration and conference tools. Teams is an incredible platform for this and currently leads the corporate market after only two years.

It was harder than I thought to compare the AT & T-Microsoft and AT & T-IBM offerings. It seems that IBM is on the network side and the commercial division and that Microsoft has everything else. The positioning of the press release was also interesting. The press release from AT & T-Microsoft mentioned the two CEOs, Nadella from Microsoft and Donovan from AT & T, but not those from IBM.

pack& nbsp;

With an estimated value of more than $ 2 billion, this agreement represents a huge win for Microsoft Azure in its efforts to grow its cloud business and the partnership appears to be a smart strategic partnership for both parties. Both have a lot to gain and share with each other, and I think they will bring good details on solutions compatible with AI, IoT and 5G. Microsoft will help AT & T realize its vision of the "public cloud first" and, in turn, benefit from a tremendous boost in the fight for the dominance of the public cloud. The many AT & T employees benefit from the benefits of Microsoft 365, one of the most powerful cloud-based productivity tools available today. It's a solid victory for Microsoft.& nbsp;

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The fight for the dominance of cloud computing is at its peak and leaders are beginning to show their faces. In the case of IaaS, Amazon AWS has a big lead, followed by Microsoft Azure, IBM Cloud, Alibaba and Google Cloud Platform. If you were wondering where Oracle was, Gartner does not place it in the top 10 of his income, but adds it to his "Magic Quadrant". PaaS and SaaS systems are important, of course, and represent, in some respects, the greatest dollar opportunity.

Among the customers, the hybrid cloud and the multi-cloud also arouse a lot of interest. When you look at the potential business opportunities of 5G, IoT, and AI, things get very interesting. I wanted to expand on the cloud-related ads that AT & T and Microsoft have done this week, putting more emphasis on what AT & T expects from Microsoft than what it provides. to the technology giant.

A new AT & T

First, let's take a look at AT & T. Many may not realize it, but AT & T is no longer just a phone company. The company's results for the first quarter of this year revealed a number of remarkable business breaks. Its mobility business (which includes smartphones, wearables, tablets and consumer wireless) is now worth $ 18 billion. Its entertainment group, including DirecTV, DirecTV Now, and its AT & T Fiber Broadband service, now stands at $ 11 billion. Meanwhile, Business Wireline (equipment and commercial services) can reach $ 6 billion, its Latin America sector up to $ 2 billion, WarnerMedia up to $ 8 billion and Xander, an advertising agency under his umbrella, up to $ 0.5 billion. This is not the AT & T of your grandfather.

A big win for Microsoft

All of this is relevant in the telecom giant's announcement today of a large-scale multi-year partnership with Microsoft in the cloud, AI and 5G. AT & T is at the heart of what it calls a "public cloud first" strategy, with the goal of transferring the majority of its non-network workloads to the public cloud by 2024. It should be noted that AT & T has sold its IBM network business. While AT & T retains responsibility for its own core network operations for cell phones and other devices, this partnership provides AT & T with a landing gear for workloads other than networks: Microsoft Azure. In addition, AT & T's workforce of approximately 268,000 will now have access to Microsoft 365's cloud-based productivity and collaboration tools.

Microsoft says that in turn, it will be able to leverage the innovation made possible by AT & T's 5G network. This could prove particularly useful for Microsoft as it designs, builds and tests out-of-the-box computing solutions that leverage the high speed and low latency of 5G. I've always wanted to see HoloLens support 5G because it could offer remote rendering without the need for WiFi. In addition to the smart advantage, companies plan to collaborate on integrated solutions for networking, the Internet of Things, public safety and cyber security. Microsoft has one of the few end-to-end IoT solutions, ranging from deep-edge silicon to private and public Azure and Azure Stack. The partnership also gives Microsoft a new partner for the sale of its advanced IT services. Not surprisingly, they will also work together on voice, collaboration and conference tools. Teams is an incredible platform for this and currently leads the corporate market after only two years.

It was harder than I thought to compare the AT & T-Microsoft and AT & T-IBM offerings. It seems that IBM is on the network side and the commercial division and that Microsoft has everything else. The positioning of the press release was also interesting. The press release from AT & T-Microsoft mentioned the two CEOs, Nadella from Microsoft and Donovan from AT & T, but not those from IBM.

pack

With an estimated value of more than $ 2 billion, this agreement represents a huge win for Microsoft Azure in its efforts to grow its cloud business and the partnership appears to be a smart strategic partnership for both parties. Both have a lot to gain and share with each other, and I think they will bring good details on solutions compatible with AI, IoT and 5G. Microsoft will help AT & T realize its vision of the "public cloud first" and, in turn, benefit from a significant boost in the fight for the dominance of the public cloud. AT & T's large workforce benefits from Microsoft 365, one of the most powerful cloud-based productivity tools available today. It's a solid victory for Microsoft.