Microsoft Corporation (MSFT) shared more details about his Azure Space program and this week’s latest strategic partnerships, which provides a better look at the company’s plans to hold its own against Amazon.com, Inc. (AMZN) Amazon Web Services (AWS) and Alphabet Inc. (Aco) Google Cloud for Cloud computing Market dominance.
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 most of the 34.6- Billion dollar cloud computing market channels Research.
October 20th Microsoft announced partnerships with SpaceX and SES S.A. (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 has 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, SpaceX president and chief of operating officer, in her report joint video announcement.
The extensive collaboration between Microsoft and SpaceX is focused on bringing the “power of Starlink connectivity to 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 require cloud computing capabilities in hybrid or challenging environments, including remote areas,” according to Microsoft.
“Basically you have a center, a capability that you can use anywhere on earth. You have to get that data elsewhere. With a satellite system, you can get there without fiber, you don’t need fiber,” Shotwell explained. “They are talking to the satellites that we have in orbit. The satellites will talk to each other and take that data to another point on Earth where it is needed.”
SpaceX will also use Microsoft Azure’s orbital emulator, which, according to Microsoft, can run “massive satellite constellation simulations with software and hardware in the loop” that “allows developers to evaluate and train AI algorithms and satellite networks before they ever launch a single satellite.” announcement.
It is 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 increased its space capabilities this year through partnerships with Capella Space and Maxar Technologies Inc. (MAXR) that claims to deliver 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 companies have largely advanced the latest wave of space exploration technology, a handful of public companies have emerged recently 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 Projects that there “will be more”.
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 stocks .