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Chronicles

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Windows Server 2012 launches as cornerstone of Microsoft's ‘Cloud OS’

Summary: Microsoft is making available the final Windows Server 2012 bits for test and/or purchase as of September 4.  —  Microsoft launched Windows Server 2012 on September 4, making the final, released …

ZDNet Mary Jo Foley

Context & Ripple Effects

The 'Cloud OS' label is not new: Microsoft's ambition to make Windows Server the fabric of its cloud strategy was already visible in a 2007 CNET report on how the Cloud OS was taking shape. In April 2012 the company named the product and committed to shipping it this year, and on September 4 the final bits went live for test and purchase — picked up the same day by NYT Bits, Computerworld, Ars Technica, The Verge, SiliconANGLE and others, an unusually broad syndication footprint for a server release.

The launch lands inside a deliberately sequenced year for Microsoft: SQL Server 2012 shipped in March via the March 7 launch, the Home Server line was retired in July, and Windows 8 is confirmed for late October — giving Microsoft a matched client-plus-server refresh story heading into the fall.

First-order effects

  • Enterprises and hosting partners can finally buy and deploy the release Microsoft has billed since April as the cornerstone of its Cloud OS, turning a year of previews into a shippable private-cloud platform.
  • With the Home Server line discontinued in July, enthusiasts and very small businesses lose their dedicated consumer SKU and are pushed toward standard Windows Server 2012 editions or hosted alternatives.

Second-order effects

  • Server hardware makers gain a fresh SKU cycle to merchandise alongside Windows 8's late-October launch, letting Microsoft market a synchronized desktop-and-datacenter upgrade to corporate buyers.
  • Rival virtualization and cloud-stack vendors face a Microsoft bundle that now pairs Windows Server 2012 with SQL Server 2012, raising the bar for anyone selling infrastructure piecemeal rather than as an integrated stack.

Third-order effects

  • If the Cloud OS framing holds, Microsoft's server economics drift from perpetual per-license sales toward subscription and cloud-consumption models — consistent with its just-updated services agreement allowing content integration across its cloud properties.
  • The SKU consolidation begun with Home Server's retirement points toward fewer, broader server editions engineered for datacenter scale rather than segmented by customer size.

The trend: Five years after Microsoft first sketched the idea, Windows Server is being repositioned from boxed enterprise software into the foundation layer of a unified Microsoft cloud platform.