Microsoft (MSFT) reveals space ambitions | DE24 News

Microsoft (MSFT) reveals space ambitions | DE24 News
Microsoft (MSFT) reveals space ambitions | DE24 News
Microsoft Corporation (MSFT) this week released more details on its Azure Space program and the latest strategic partnerships to gain a better understanding of the company’s plans to veto Amazon Web Services (AWS) from Amazon.com, Inc. . (AMZN) to compete. and Alphabet Inc.’s Google Cloud for dominating the cloud computing market.

As private and public corporations, alongside governments, play an increasingly important role in space exploration, the race to provide cloud computing services to these emerging space players is also intensifying.

“At Microsoft, we intend to make Azure the platform and ecosystem of choice for the mission needs of the space community by leveraging the power of Azure,” said Tom Keane, corporate vice president of Azure Global & Industry Solutions.

With Microsoft’s new Azure Space offerings, which offer cloud computing solutions “on and off the planet”, Microsoft can also compete with Google Cloud and AWS, with the Amazon service accounting for the largest share of the 34th $ 6 billion cloud computing market has.

On October 20th, Microsoft announced partnerships with SpaceX and SES SA (SGBAF), a European satellite company. Microsoft’s other space research partners include AMERGINT Technologies, Kratos Defense & Security Solutions, Inc. (KTOS), Kongsberg Satellite Services (KSAT), KubOS, US Electrodynamics, and Viasat, Inc. (VSAT).

Microsoft reached out to SpaceX, and the two companies have “been working together for the past few months to see how this can work,” said Gwynne Shotwell, President and Chief of Operating Officer of SpaceX, in their joint video announcement.

The extensive collaboration between Microsoft and SpaceX focuses on bringing the “power of Starlink connectivity into the Azure infrastructure”. It includes customers from the public and private sectors, the Starlink satellite network from SpaceX and the Modular Datacenter (MDC) from Azure, as well as the integration of the edge devices and the Azure network into Starlink. Microsoft’s newly announced MDC is “intended for customers who need cloud computing capabilities in hybrid or challenging environments, including remote areas,” according to Microsoft.

“Basically you have a center, a skill that you can use anywhere on earth. You’ll need to get this data elsewhere. With a satellite system, you can get there without fiber, you don’t need fiber, ”Shotwell explained. “You are talking to the satellites that we have in orbit. The satellites will talk to each other and bring this data to another point on earth where it is needed. ”

SpaceX will also use Microsoft Azure’s orbital emulator, which can run “massive satellite constellation simulations with software and hardware in the loop,” which “allows developers to evaluate and train AI algorithms and satellite networks before they ever launch a single satellite,” according to the Announcement from Microsoft.

There are clear synergies as both companies have a track record and experience working with US government agencies. Microsoft will also be subcontracting with SpaceX on a project awarded by the Space Development Agency to provide new satellites for the Space Tracking Layer defense system for tracking ballistic, cruise and hypersonic missiles. Microsoft is also keen to leverage satellite connectivity and capability opportunities in the private sector, including the agriculture, telecommunications, and energy sectors.

Microsoft’s competitors are not idly by your side. AWS also expanded its space capabilities this year through partnerships with Capella Space and Maxar Technologies Inc. (MAXR), which claims to provide weather forecasts 58% faster than the supercomputer operated by the National Oceanic and Atmospheric Administration (NOAA). Capella’s earth observation solutions use the “computing, storage, database, machine learning and analysis services from AWS to process this data” for a number of industries and applications.

Tech Space Race

While private corporations have largely driven the latest wave of space exploration technology, a handful of public corporations have recently sprung up, including Virgin Galactic Holdings, Inc. (SPCE) and Aerojet Rocketdyne Holdings, Inc. (AJRD).

According to research by Bank of America, there are only 14 publicly traded stocks with space exposure. However, Bank of America analyst Ron Epstein believes that “more is to come”.

Meanwhile, the tech space race is heating up, opening up more opportunities for investors who see growth in the cloud computing market and tech companies with increasing exposure to space exploration but are too nervous about pure space exploration Space stocks goes.

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