But here's the challenge from Microsoft and its channel partners: It seems like the cloud computing world has increasingly gone open source. The examples:
- The OpenStack Foundation launched last week with the backing of Dell, IBM, Hewlett-Packard and other giants that have vowed to fund the open source cloud computing organization. Much of the OpenStack industry will gather this week at a major conference in San Francisco.
- Citrix Systems is working with Apache to open source CloudStack. Plus, CloudStack apparently will be interoperable with Amazon's cloud APIs.
- Eucalyptus, another open source cloud platform, has also vowed to maintain API compatibility with Amazon Web Services.
- VMware's Cloud Foundry (platform as a service) also has an open source project to which developers and contribute.
Yes, Microsoft recently created an open source subsidiary. And Windows Azure supports a range of open source development tools, with Apache Hadoop for Azure a work in progress. But I keep wondering if Microsoft can keep pace as numerous IT giants -- again, Dell, HP and IBM in particular -- continue to line up behind major cloud open source initiatives.
For smaller channel partners, I still see plenty of potential upside in the Windows Azure world. I believe ISVs such as CA Technologies (ARCserve), Symantec (Backup Exec) and others have been launching their apps in the Azure cloud.
Still, I hear 10 times the chatter around open source clouds. I wonder if all that open source discussion is hype -- or reality.