I was impressed with the VMware simulcast this morning announcing VSphere, the next iteration of their enterprise virtualization platform, dubbed the first “Cloud OS.” Having deployed and administered VMware products for several years, it’s exciting to see them continue to push the evolution of virtualization, which has now expanded from a single server up to multiple data centers.
It’s also becoming quite apparent that a loose alliance is coalescing between several of the established leaders in the infrastructure space. In particular, VMware continues to align with Cisco, whose recent unveiling of a “Unified Computing System” combined with VSphere offers the promise of a private “cloud in a box.” Other members of this confederation are Intel, whose recent Xeon 5500 Nehalem chip is tailored for VM loads, in addition to EMC, whose updated Symmetrix SAN is optimized for VMware and Microsoft Hyper-V support. Dell appears to be more closely aligned than HP, and has a better position in the SMB market.
And don’t count out Oracle / Sun, one of today’s VSphere demo’s featured Sunfire servers, and when Cisco CEO John Chambers left the stage to congratulate VMware’s lead engineering team, Sun racks were featured quite prominently.
So who’s not joining the party, yet?
Here’s my list –
- HP – not seeing innovation, very quiet these days
- IBM – passed on Sun, noticeably low-key at today’s VSphere event
- Google – how long before they offer a full-blown Cloud service
- Microsoft – no support for Hyper-V in VMware VSphere
- Citrix – falling further behind, no support from EMC Symmetrix, or VSphere
The continued limited inter-operability between major virtualization vendors – VMware, Microsoft, Citrix – and subsequent “vendor lock-in” really makes me wonder about the feasibility and likelihood of a truly Open Cloud platform, given the symbiotic relationship between Virtualization and Cloud computing.
P.S. I still think Cisco should have picked up Sun…
The rumors of this IT mega-merger have been swirling and were in full force this week. I’m not sure yet how the long-term balance of strategic benefits will work out for IBM, as well as the impact on the industry. Who knows, maybe Big Blue wants to take spotlight away from possible controversy involving CEO Sam Palmisano’s monstrous $21 million bonus in 2008, in light of the current AIG drama? Just sayin’…
- Sun’s new Open cloud API, very cool
- Sun’s virtualization
- MySQL, and more open-source credentials
- Bigger imprint into the Data center (and the cloud)
- Accumulating more overhead…HP took years to digest Compaq
- Sun’s cachet has been fading for many years
- Still not a major network player, despite recent partnership with Juniper
- Still not a major storage player – see EMC, NetApp, Dell and Hitachi
It’s hard not to interpret IBM wanting to swipe back at Cisco in the race to dominate the emerging cloud market, given that the rumors emerged barely a day after Cisco’s major Unified Computing initiative. But IBM is enhancing their strengths – servers, open source, applications – and not addressing weaknesses in networking and storage with this potential acquisition. HP appears to have a more compelling end to end Data Center offering, with an established EVA StorageWorks line in addition to ProCurve networking. I’m not sold on this one yet…
I agree with Sun Microsystems CTO Greg Papadopoulos’ assertion that Open Source has several advantages over proprietary systems relating to cloud computing. After all, current market leader Amazon built their EC2 offering on open source Xen virtualization, and startups especially tend to benefit from the increased freedom of open source licensing compared to Microsoft. MS has an uphill battle to get established with mindshare for cloud computing, and notwithstanding the recent Azure outage, their complex licensing schemes continue to befuddle developers and IT personnel alike. At last year’s Hosting Summit in Redmond, I remember attending a breakout session on licensing changes with Windows 2008 and IIS7 during which several Microsoft staff appeared to openly disagree about new system licensing requirements. Ummm-kay…
And circling back again to Amazon, it seems that load balancing continues to emerge as an important feature currently lacking in EC2. Users are experimenting with various workarounds for load balancing, but more importantly there are relative cost considerations between EC2 and competing solutions. It’s all about who’s in control, and businesses blindly marching down the marketing-induced path to a public cloud without a thorough evaluation of their applications relationship to infrastructure, such as disk-write intensity, or network upstream traffic vs. downstream, are headed for a rude surprise.