The Yottabyte Blog

vSphere 6.0 is BADASS. Not that I’ve played with it or anything. Ahem

The future is VMware’s to lose

4 Feb 2015 at 14:58, Trevor Pott

VMware has NSX, and NSX is good; they are absolutely ready to handle your most complex networking needs…even if those needs include layer 2 extention into vCloud Air. And thanks to vCloud Air and NSX, VMware currently has the only big name hybrid cloud solution that doesn’t suck. Though they had better watch out, as eager competitors like Yottabyte are building strong challengers.

VMware has VSAN, and VSAN is also good; VMware can provide enterprise storage for your datacenter themselves, or through their army of partners attaching through NFS 4.1, VVOLs, through kernel integration or as virtual hyperconverged offerings. Though here again VMware needs to be cautious; competitors like Nutanix, SimpliVity, Maxta, Scale Computing, Yottabyte, NimBOXX, HP, Gridstore, Atlantis, and many (many!) others are seeking a slice of the pie.

Many of these hyperconverged competitors offer not only solutions that work on VMware’s platform, but also on KVM, Hyper-V and there are even some talking about Xen. Many of these competitors offer features VMware currently does not. Those who are working in the KVM space are a special concern, as many of them are integrating with the kernel, removing VMware’s loudest marketing option from play. They are also legitimising that platform by putting real money into making management interfaces that don’t suck, and bringing hyperconvergence to Openstack.

This then brings us to VMware’s collision with Openstack. Openstack is all about giving service providers the ability to build their own cloud. VMware is (mostly) offering this ability too. But VMware also has its own cloud interests to protect, and it would really like it if everyone would (pretty please) dump their VMs into VMware’s hands…along with all that nice subscription money.

How is this all going to play out? Nobody knows; that is as much a function of international politics as anything else. Powerful forces – mostly notably the Americans and the Brits – are hell bent on stripping us of every last vestige of privacy. Companies (and individuals) who think about such things for more than a few seconds tend to have some problems with that. Especially since – and let’s be honest here – nobody can trust the Americans not to engage in industrial espionage.

Microsoft is busy trying to strangle its own channel, jacking up prices for service providers and partners and making the only hybrid cloud in a can offering they have inflexible and insanely priced. HP is busy tearing itself apart, Oracle is crafted from the fundamental evil at the center of the universe, both Amazon and Google don’t care, and IBM couldn’t find the future with two hands, a Sherpa and a GPS.

That leaves the open source community via Openstack, VMware and Dell to provide cloud software and services to the 6.5bn+ people who aren’t American or British. Mirantis, Cisco (via Metacloud) and Piston Cloud – just for starters – will show you that Openstack is ready to meet this challenge. Dell’s plans are a complete mystery (and good on ‘em for that,) which leaves us with VMware.

vSphere 6.0 is unrepentantly badass. vCloud Air is coming along nicely, and all of the other pieces of the puzzle are evolving steadily as well. This is great and wonderful, but the question that will hang over VMware for all of 2015 is how they will handle the hybrid cloud.

Will VMware go the Microsoft route and pay lip service to their channel and partners while silently working to kill them off? Or will VMware be both combatant and arms dealer, keeping prices low enough for service providers to build competitively priced VMware-based clouds?

To whom will “the other 6.5 billion” belong? With technology like VMware has demonstrated in vSphere 6.0, they are VMware’s customers to lose. ®

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