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Microsoft acquiert Cycle Computing, spécialiste de l’orchestration du cloud

Eirwen WilliamsEirwen WilliamsAugust 25, 2017 at 5:36 AM0
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C’est une prise de choix dont vient de s’emparer Microsoft : en achetant Cycle Computing, le groupe fait entrer dans son giron le leader mondial de l’orchestration des traitement informatique dans le cloud. De quoi donner une belle avance technologique à son service cloud Azure – et mettre une « saine » pression sur ses concurrents AWS et Google…

Cycle Computing est un spécialiste de l’orchestration et stockage du cloud, qui permet d’augmenter la puissance de traitement des données et de calculs, qu’il s’agisse de cloud public ou privé. Dans ce dernier domaine, l’entreprise revendique des contrats avec de nombreuses sociétés dans les secteurs de la fabrication, de l’assurance-vie, de l’industrie pharmaceutique et de la biotechnologie, des médias et du divertissement, des services financiers, des startups et de l’administration.

Une acquisition au montant encore inconnu

Dans le cloud public, Cycle est l’orchestrateur des services cloud des trois géants du marché, le leader pour l’heure incontesté Amazon Web Service (AWS), Google Cloud et Azure, le service cloud de Microsoft. C’est justement cette dernière entreprise qui vient d’annoncer, le 15 août 2017, l’achat de Cycle Computing, pour un montant resté pour l’heure secret.

Les bans à peine publiés, les nouveaux mariés étalent leur bonheur conjugal. « Rejoindre Microsoft présente des opportunités incroyables. Son empreinte globale sur le cloud et son offre hybride unique est conçue pour les entreprises, et son équipe Big Compute/HPC a déjà livré des technologies essentielles telles que InfiniBand et les GPU de prochaine génération. » a déclaré Jason Stowe, PDG de Cycle Computing.

Améliorer l’offre cloud d’Azure pour dépasser ses concurrents…

Du coté de Microsoft, c’est Jason Zander, le vice-président d’Azure, qui s’est fendu d’une élogieuse note de blog : « Comme les clients continuent à chercher des moyens plus rapides et plus efficaces pour gérer leurs traitements, la profondeur et l’expertise de Cycle Computing autour d’applications massivement évolutives en font un partenaire idéal pour rejoindre notre équipe Microsoft. ». Cette expertise est surtout un moyen de pouvoir améliorer l’offre cloud d’Azure, pour la rendre supérieure à celle de ses concurrents et gagner des parts de marché.

Mais Zander ne parle évidemment pas d’argent ou de marché à conquérir, mais d’amélioration de la vie et du monde : « Que ce soit pour trouver un remède contre le cancer, rendre les véhicules plus sûrs ou bien pour parvenir à la réalisation des promesses liées à l’intelligence artificielle, il est nécessaire d’exploiter des quantités massives de puissance informatique ». Il a bien évidemment raison, mais on peut douter que cette motivation soit première dans cette opération ; mais cette note permet de rassurer les entreprises utilisant des solutions Cycle Computing pour leur cloud privé – pas question de les abandonner.

… tout en les affaiblissant !

Cela étant, il ne faut pas se leurrer : cet achat est avant tout une prise de guerre. Azure prend le contrôle d’une entreprise leader d’un secteur clé du cloud. Un moyen de se renforcer… mais aussi d’affaiblir ses concurrents.

En effet, dès l’annonce de l’achat, Microsoft a confirmé que le support d’AWS et de Google Cloud, utilisateurs de Cycle Computing, continuerait pour un temps : « Nous continuerons à supporter les clients de Cycle Computing utilisant AWS et/ou Google Cloud. Les futures versions de Microsoft seront centrées sur Azure. Nous nous engageons à fournir aux clients une expérience de migration transparente à Azure si et quand ils choisissent migrer. » a déclaré un porte-parole de Microsoft.

Microsoft promet une « expérience de migration transparente à Azure »…

La lecture entre les lignes est aisée : oui nous allons continuer un temps le support d’AWS et Google, mais pas pour les prochaines versions, et si des clients, satisfaits des performances de Cycle Computing, veulent nous rejoindre, nous sommes prêts.

En clair : AWS et Google Cloud doivent très vite trouver un nouvel opérateur d’orchestration cloud efficace, sous peine de subir de plein fouet une différence qualitative qui profitera fatalement à Azure. On pensait la guerre du cloud d’ors et déjà gagné par Amazon, il n’en est peut-être rien…

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Illustration of Nurabot, the AI-powered robot nurse transforming healthcare in Taiwan. Image generated by AI.
This AI Nurse Named Nurabot Is Now Caring for Patients as Taiwan Pushes Smart Hospitals Into the Future of Medicine
Illustration of the world's fastest quantum transistor using graphene and laser pulses. Image generated by AI.
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Illustration of innovative haptic devices enhancing human-robot collaboration in industrial settings. Image generated by AI.
This Stunning Haptic Breakthrough Lets You Physically Guide Machines as If They Were Extensions of Your Own Body
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