Heavy Strategy 002 – Is Microsoft VMware’s Biggest Threat ?

A topic that’s been popular from my blog is Microsoft is VMware’s biggest threat. The core of the conversation around it seems be about the stack. Does it make sense to outsource private and public cloud engineering to a provider such as Microsoft. An adjacent conversation is does VMware matter when you zoom out of infrastructure? Microsoft seems like a one-stop shop in comparison. Is it more strategic to partner with MS than any other vendor?  References Link: Introducing the Microsoft Azure Modular Datacenter | Azure Blog and Updates | Microsoft Azure – https://azure.microsoft.com/en-us/blog/introducing-the-microsoft-azure-modular-datacenter/ Link: Azure Space – cloud-powered innovation on and off the planet – The Official Microsoft Blog – https://blogs.microsoft.com/blog/2020/10/20/azure-space-cloud-powered-innovation-on-and-off-the-planet/