World domination
- Spain is getting a 2B Euro investment from Microsoft, in a collaboration with the country’s government, to beef up cybersecurity and inteligencia artificial, if you will. Also, Germany is getting a 3B Euro AI investment that will focus on expanding datacenters to accommodate the technology.
- What better way for AWS to celebrate Q4 earnings than upgrading datacenters, which it will, for Local Zone locations in Chicago and Houston. It’s also opening a new Local Zone in Atlanta.
- Mexico is getting $5B in AWS investments, which will include a new AWS Region and three Availability Zones.
- Türkiye is the next international Amazon CloudFront edge location. I’m visiting Türkiye in three weeks, and since I have anxiety, I read all about how it’s due for another major earthquake and then created five different action plans. (One of which involves hiding in caves! AWS, I’m willing to sell you these plans for undisclosed amounts of money, so hit me up.)
Wheelin’ and dealin’
- You know what will really help in an earthquake? Enhanced connectivity whilst traveling abroad, and wouldn’t you know it—Samsung, TELUS, and AWS are gonna make that happen. (But not in three weeks, so, time for ANOTHER plan!)
- More telecom stuff: Vonage, Ericsson, and AWS are collaborating on new solutions to improve the customer experience and help businesses use 5G, network APIs, and generative AI. (What I want know: Do caves get service? I mean, good enough service to stream 90 Day Fiancé in a cave?)
- New intel on Intel: The chip producer will manufacture semiconductors for Microsoft in a deal valued at $15B. This will, at least, help Microsoft expand its datacenters, and marks NVIDIA’s first AI foundry service.
- It’s existential-threat-to-humanity time! The Defense Advanced Research Projects Agency (DARPA), which is doing things that are sure to end well, such as engineering cyborg insects and launching nuclear-powered spaceships, has renewed its funding for Microsoft Azure Quantum. Unironically for Microsoft, quantum computing poses some cybersecurity threats. (My only hope: That I live to see the day where a quantum-computing hive of bees fights a robotic infantry mule to the death while I pound five Red Bulls and scream my lungs out.)
- DeepScribe, an AI-powered medical scribe (I’m imagining a Renaissance-era guy with a quill scribbling doctor’s notes), is working with AWS to accelerate applications of large language models (LLMs) in medicine—starting with processing de-identified clinical conversations. (Also, that guy has pointy felt shoes. And a cape. But a small one.)
- AWS has joined forces with Mistral AI, and will lean on the machine learning startup to make two AI models.
- Financial services powerhouse BNY Mellon is migrating all its crap to Microsoft Azure. It’s also working with the Azure team to unite the cloud with BNY’s industry-specific data and analytics capabilities.
- Microsoft is partnering with media platform Semafor to help the two harried journalists remaining in any newsroom work with generative AI. Additionally, Meltwater, a media intelligence solution, is collaborating with Microsoft to…do exactly what Microsoft loves to do, which is jam everything so full of jargon you can’t understand what’s happening. Happy deciphering.
- Persistent has launched an AI-powered population health solution with Microsoft to determine patient needs and predict the cost of care.
- CrowdStrike and AWS have created a startup accelerator in the EMEA region (aka half the world) and have selected 22 companies for the first cohort.
Gossip (for nerds)
- Let’s go from the fruitful valleys of Europe to the barren wastelands of Becker, Minnesota, where Microsoft will build a datacenter. Whichever Microsoft person is assigned to oversee that second-rate Siberian prison probably did something wrong, like opening one of the many, many phishing emails hitting Outlook.
- Thanks to its innovations in AI, Microsoft is growing faster than AWS. The most recent earnings call revealed that Azure revenue increased 30% in just the last quarter and 24% year on year. AWS is still in the lead for cloud market share—for now.
- Meanwhile, AWS was like, IN YOUR FACE, ANALYSTS! after the company surpassed expectations on a Q4 earnings call. Interestingly, the cloud provider acknowledged that its generative AI earnings were “relatively small” but it expects that to change dramatically over the next several years. Anyway, pour one out for that $24 billion in revenue, a 12% jump from Q3.
- Cloud computing company Akamai has been fighting the good fight to become a cloud contender, and its geographical expansion is getting attention. For one, if Akamai’s broader availability wins it more market share from the big three, the giants might have to start cutting their pricing. Jk, this is late-stage capitalism—they have no chance.
- The VP of AWS Infrastructure Hardware, Ahmed Shihab—who is credited for building out all AWS storage and compute systems—has jumped ship for Microsoft to become the VP of Azure Storage. So, I guess we’re just straight-up ignoring non-competes at this point. CORPORATE ANARCHY. Burn it all down, Ahmed!!!!
New stuff
- Let’s return to the little joys: Microsoft Teams. Coming soon to an endlessly pinging account near you is an AI-powered planner. It brings Microsoft To Do, Planner, Project, Copilot, and Microsoft 365 into one solution.
- This is from Fox News, so who knows if it’s true, but AWS has launched a program to help SMBs get smart on AI and other technologies.
- AWS is making serverless tech faster after launching an open-source project, LLRT. The company says it reduces runtimes and costs.
- Windows Copilot is getting a makeover with the trial release of a Power Automate plug-in (Kelly lives for this stuff), which promises to “banish boring tasks.” One example Microsoft gives is using this tool to “Write an email to my team wishing everyone a happy weekend.” What a nice idea…except for the part where you outsourced a two-sentence email to AI.
- Amazon Kinesis Data Firehose is now just Amazon Data Firehose. And AWS Glue can now integrate with Amazon Q, which can generate ETL script.
- The Copilot icon will start animating, like a Clippy 2.0, when it recognizes you could use its help. But it won’t come CLOSE to what our motion designer Brian could have done with it.
Ma’am, I’m going to have to call security
- Hackers are using Amazon Simple Notification Service to pose as USPS, but really, it’s a smishing campaign. You can tell that it’s fake because the messages don’t inexplicably ship to Malaysia when they’re addressed to Ohio, then to Virginia, and finally to Ohio five weeks later.
- As Microsoft boasts that thousands of customers are using its AI tools, it’s good to remember that some of them are nation-state hackers. Malicious actors from Iran, North Korea, Russia, and China are employing generative AI for harmful cyber operations such as researching foreign think tanks, learning how to evade detection, and generating phishing content that “[attempts] to lure prominent feminists.” Oooooooh, so they wanna f*ck around and find out, I see. Greta Gerwig, they’re coming for you! Catch these hands, North Korea. (But for funsies, which campaign that sounds like a nail polish is your favorite?)
- In the last Cloud cover, I joked about that Microsoft breach targeting executives. Well, turns out, it was kind of a big deal. Like, the biggest breach in Azure history-level big deal. I’m just gonna say it: Microsoft needs to start shifting left. I’m talking about whatever the developer equivalent of Karl Marx left is. It needs to happen.
- Cybersecurity firm Proofpoint found new campaigns targeting executives’ Microsoft Azure accounts.
- Microsoft pushed some updates this month and called urgent attention to “at least three” of 73 vulnerabilities in the Windows ecosystem—including Outlook—that hackers are exploiting.
- All this is just in time for Microsoft to make Azure OpenAI available to our barely functioning government! I’m ready for a world where ChatGPT is speaker of the house. Azure OpenAI isn’t FedRAMP approved yet, but my guess is that approval will occur around NEVER O’CLOCK.
Best Friends Forever
Partner mischief this month was all AWS.
- New to the AWS ISV Accelerate Program: Verusen, a supply chain intelligence platform, and SmartBear, a provider of observability and software testing solutions.
- New to AWS Marketplace: Merge (what North Carolinians love to do at the last minute without signaling), a platform that lets businesses add product integrations.
- Consulting firm Pariveda has achieved AWS Nonprofit Competency status and Blackline Safety achieved AWS Public Sector status.
- API security company Salt Security has joined the AWS Lambda Ready Program.
- Lightning AI has signed a strategic collaboration with AWS to offer its customers an enterprise-grade platform. (If you’re not doing that, what ARE you doing?)
- Digital business services provider Teleperformance has achieved the AWS Well-Architected status…and announced it in an email with a typo in the first sentence. My heart bleeds for the PR intern or checked-out PR executive—either one is a candidate—who let it happen. RIP to you, friend.
Miscellany
- Microsoft is axing Azure IoT Central, a big part of the Azure developer platform. Developers at big companies like NVIDIA are allegedly “faced with uncertainty” about this, but given that it won’t die until 2027, they have several years to find certainty. And, bless Microsoft’s heart, it’s still soliciting new subscriptions for Azure IoT Central.
- Microsoft’s AI Red Team is in charge of finding risk in its generative AI systems. They’re now employing a tool called PyRIT, which will…automate risk discovery because manual efforts are taking too long. ::Lets face fall into hands and weeps::