“More so than any previous platform shift, every layer of the application stack will be impacted. It’s akin to GUI, internet servers, and cloud-native databases all being introduced into the app stack simultaneously. Thirty years of change is being compressed into three years,” Nadella said. “This is leading to a new AI-first app stack — one with new UI/UX [user interface/user experience] patterns, runtimes to build with agents, orchestrate multiple agents, and a reimagined management and observability layer. In this world, Azure must become the infrastructure for AI, while we build our AI platform and developer tools — spanning Azure AI Foundry, GitHub, and VS Code — on top of it.”
Info-Tech’s Brunet said part of the challenge with Microsoft is that they offer so many different options, many overlapping, that “it can feel like a very fragmented offering that can be very confusing. They are trying to make their infrastructure and offerings feel less fragmented.”
He said that he sees this as Microsoft’s way of leveraging the Azure cloud “to make it easier to stitch their pieces together.”
