Certainly Windows will continue to be a large part of Microsoft's product portfolio, but the company is already pushing resources to the cloud, relying on Azure and the injection of intelligence into applications.
Mary-Jo Foley at ZDNet believes that the motives behind the reorganization are to do what Nadella has done to Office to the rest of Microsoft. Microsoft's cloud computing division, Azure, has proved one of its fastest growing businesses, and its Office 365 subscription service is racking up users quicker than many expected.
As of February 2018, Windows 10 accounted for 48% of the OS install base, Microsoft reported.
A few years ago when Satya Nadella first took over Microsoft, the company went through a major internal shakeup and formed the Windows and Devices Group, just ahead of the launch for Windows 10.
Panos Panay gets a new title - chief product officer - and still heads up devices. Two early tasks will be to detect whether AI systems have accidentally incorporated biased points of view and to make sure all Microsoft's efforts abide by the EU's new General Data Protection Regulation. Windows has taught me to appreciate that some of my best teammates are at other companies like Intel, Dell, HP, Lenovo, Asus, Acer, AMD, Qualcomm, Samsung, Best Buy, Adobe, Autodesk, Activision, Electronic Arts, and so many others. Nadella said the goal of this team is to "drive platform coherence and compelling value across all layers of the tech stack starting with the distributed computing fabric (cloud and edge) to AI (infrastructure, runtimes, frameworks, tools and higher-level services around perception, knowledge and cognition)".
The company's AI + Research division, formed two years ago under the leadership of Harry Shum, remains intact, while the revamped cloud division will have a significant AI component as well.
Microsoft's Universal Store and Commerce Platform led by Eric Lockard. Jason Zander was promoted to lead the Azure team as Executive Vice President, Azure. Alex Kipman was assigned to lead a new team called "AI Perception & Mixed Reality (MR)".
No one else will be able to see that the product exists in the Microsoft Store, even if they somehow have a direct link to the Microsoft Store listing. The name is fairly self-explanatory, as Guthrie will head up development of Microsoft's cloud services and its AI and augmented reality research and development.