|By Greg Ness||
|January 10, 2013 10:00 AM EST||
Over the last four years Archimedius has tracked the evolution of VMware from server virtualization leader to private cloud leader and the rise of Amazon as a public cloud leader. Earlier in December I predicted the rise of the hybrid cloud in 2012, and later discussed the implications in greater detail in Top Five Cloud Predictions. In short, I think that hybrid cloud promises to transform the way that enterprises and service providers deliver IT services, and the way that vendors develop and bring to market their products and services.
Over the next five years we will watch IT move from a feudalistic, hardware-bound model to a service and software-driven model, thanks in large part to the transformation of public and private clouds into hybrid clouds. That will shift enterprise investment into cloud computing and shift tech market valuations from the stable and hardware-enabled to the nimble, service and software-driven. Trillions in market capitalizations are at stake, based on the timing and breadth of this transformation.
VMware as a Tech Leader
One could certainly make the case that this recent transformation started with VMware and the advent of server virtualization, unless you want to go further back to the days when IBM introduced time sharing on mainframes. In late 2010 I speculated that VMware could be the Next Microsoft (or Netscape).
Yet 2013 promises to be a watershed year for several tech companies, from VMware, Cisco, Juniper, and Amazon to a wide range of service providers who have been traditionally viewed as niche or segment specialists. Let's start with VMware, who perhaps fueled the march toward software and service-defined IT.
VMware has been architecting itself deeper into the enterprise data center thanks to its powerful server virtualization technology and a series of smart partnerships, acquisitions and internal development strategies that have been paying off consistently since its 2007 IPO. Early last year VMware acquired SDN(software-defined networking) startup Nicira for more than $1 Billion. The rationale apparently offered by VMware execs to a respected analyst I dined with in November 2012: "engineering expertise."
VMware, Networking and the Cloud
I wrote about the emerging importance of networks with cloud computing in November 2008; see, for example The Beginning of the End of Static Infrastructure. That is why I think "engineering expertise" could be a carefully crafted understatement.
Let me offer an alternative answer: I think the team at VMware understands the role that networking and services will play in the evolution of virtualization in the data center and ultimately the hybrid cloud; it may be well on its way to extend from the private cloud into the hybrid cloud just as it extended from DevTest into production data centers in recent years. Part of this challenge is the economics and constraints of hardware-bound networking (in a software-defined cloud), the other are the core services required for apps to run across multiple environments (hybrid clouds).
With Nicira VMware gets an important part of the networking functionality needed to further enhance the ROI of virtualization in the data center, based on decoupling network functionality from dedicated (and often expensive) hardware. As mentioned before, VMware could do to networks what it did to once expensive and custom ASIC-centric server hardware.
Validating the threat and opportunity posed by software-defined data centers and networks, Cisco announced "spin-in" Insieme Networks last year and Juniper recently announced its acquisition of Contrail Systems. Both are important first steps to an equivalent of VMware's broad software-defined data center initiative, but they are still missing key components that VMware already has on board. You can read more about the software-defined threat and opportunity at Cisco's Golden Age or Fleece. HP made an OpenFlow Announcement early in 2012, but it is clearly grappling with "bigger picture" issues.
Higher up the OSI stack are critical capabilities related to hybrid cloud apps, services and storage technologies that promise to be hot in coming years. See the buzz, for example, around the December 2012 launch of (my employer) CloudVelocity. In the data center and shortly in the cloud, SDN could commoditize network hardware and make clouds more cost-efficient and easier to manage. Along with SDN come new solutions in 2013 that allow apps and services to be deployed across clouds (optimized across data centers) similarly to how VMware optimized apps and operating systems across server hardware. Payoffs also include devtest in the cloud (or cloud cloning) and cloud failover.
Amazon and the Public Cloud
As VMware advanced from its virtualization technology roots into the private cloud, Amazon, led by the brilliant Dr. Werner Vogels, has leveraged its operating strengths as an online retailer to become the undisputed leader in the public cloud. Recently it has added more features and functionality around enterprise workloads, positioning itself for broader enterprise appeal. Perhaps Amazon's only weakness at this point is its very public obsession with public cloud, to the detriment of its potential leadership in hybrid could development.
2013: The Year of the Hybrid Cloud
The pace and breadth of hybrid cloud adoption could have a significant impact on the fortunes of Amazon and VMware as well as a host of other technology companies, as discussed in Hybrid is a Whole New Cloud. Service providers who understand the cloud could outgrow and "outmargin" those who are trapped in colocation offerings locked into traditional, hardware-bound approaches to IT.
Hybrid cloud promises to drive the adoption of new architectures, new solutions and new capabilities in 2013 as venture-backed companies and even larger tech players introduce new cloud migration, cloning and failover solutions for multi-tiers apps. These solutions could reduce the barriers to cloud adoption by allowing apps to run across multiple environments, limiting their exposure to regional outages and even natural disasters. With that you get the notion of a boundless data center no longer confined by specialized hardware and bricks and mortar, optimized almost continuously. See a recent tech trade press prediction: 2013 The Year of the Hybrid Cloud.
The hybrid cloud offers VMware a strategic opportunity to flank Amazon's public cloud leadership by enabling enterprises to adopt lower risk and lower cost hybrid cloud operating models; ways of operating that would give them greater control over their applications across multiple cloud providers. In the case of a cloud service provider outage an enterprise could light up their apps and services in a new zone or with another provider; they are not dependent upon a single cloud provider's ability to deliver very high uptime.
Enterprises would be well advised to work with multiple cloud service providers and/or regions within a single provider as extensions of their data centers. A core promise of the hybrid cloud idea is to get away from a single point of cloud failure, which today is challenging.
While Amazon trumpets the public cloud (and reliance upon Amazon's great pricing and expertise), VMware offers a virtualization-standardized private cloud vision with dependence upon its platform. The question becomes: who steps up first to deliver on the hybrid cloud promise?
In 2012 Amazon also made some strategic hybrid cloud moves. But as of December 2012 they have remained steadfast in the future of the public cloud. 2013 promises to be a watershed year for both VMware and Amazon.
In addition to Amazon and VMware a host of other companies emerge as either service providers or critical solution providers. I mentioned several potential leaders in Hybrid Cloud is a Whole New Cloud.
SYS-CON Events announced today that Interoute, owner-operator of one of Europe's largest networks and a global cloud services platform, has been named “Bronze Sponsor” of SYS-CON's 20th Cloud Expo, which will take place on June 6-8, 2017 at the Javits Center in New York, New York. Interoute is the owner-operator of one of Europe's largest networks and a global cloud services platform which encompasses 12 data centers, 14 virtual data centers and 31 colocation centers, with connections to 195 add...
Apr. 27, 2017 10:00 PM EDT Reads: 2,031
With billions of sensors deployed worldwide, the amount of machine-generated data will soon exceed what our networks can handle. But consumers and businesses will expect seamless experiences and real-time responsiveness. What does this mean for IoT devices and the infrastructure that supports them? More of the data will need to be handled at - or closer to - the devices themselves.
Apr. 27, 2017 09:45 PM EDT Reads: 876
Today we can collect lots and lots of performance data. We build beautiful dashboards and even have fancy query languages to access and transform the data. Still performance data is a secret language only a couple of people understand. The more business becomes digital the more stakeholders are interested in this data including how it relates to business. Some of these people have never used a monitoring tool before. They have a question on their mind like “How is my application doing” but no id...
Apr. 27, 2017 09:15 PM EDT Reads: 7,289
With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo 2016 in New York. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be! Internet of @ThingsExpo, taking place June 6-8, 2017, at the Javits Center in New York City, New York, is co-located with 20th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry p...
Apr. 27, 2017 09:15 PM EDT Reads: 1,259
Multiple data types are pouring into IoT deployments. Data is coming in small packages as well as enormous files and data streams of many sizes. Widespread use of mobile devices adds to the total. In this power panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, panelists will look at the tools and environments that are being put to use in IoT deployments, as well as the team skills a modern enterprise IT shop needs to keep things running, get a handle on all this data, and deli...
Apr. 27, 2017 08:45 PM EDT Reads: 2,480
SYS-CON Events announced today that CollabNet, a global leader in enterprise software development, release automation and DevOps solutions, will be a Bronze Sponsor of SYS-CON's 20th International Cloud Expo®, taking place from June 6-8, 2017, at the Javits Center in New York City, NY. CollabNet offers a broad range of solutions with the mission of helping modern organizations deliver quality software at speed. The company’s latest innovation, the DevOps Lifecycle Manager (DLM), supports Value S...
Apr. 27, 2017 08:00 PM EDT Reads: 1,129
Automation is enabling enterprises to design, deploy, and manage more complex, hybrid cloud environments. Yet the people who manage these environments must be trained in and understanding these environments better than ever before. A new era of analytics and cognitive computing is adding intelligence, but also more complexity, to these cloud environments. How smart is your cloud? How smart should it be? In this power panel at 20th Cloud Expo, moderated by Conference Chair Roger Strukhoff, pane...
Apr. 27, 2017 07:30 PM EDT Reads: 2,288
The explosion of new web/cloud/IoT-based applications and the data they generate are transforming our world right before our eyes. In this rush to adopt these new technologies, organizations are often ignoring fundamental questions concerning who owns the data and failing to ask for permission to conduct invasive surveillance of their customers. Organizations that are not transparent about how their systems gather data telemetry without offering shared data ownership risk product rejection, regu...
Apr. 27, 2017 07:15 PM EDT Reads: 1,627
SYS-CON Events announced today that Progress, a global leader in application development, has been named “Bronze Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Enterprises today are rapidly adopting the cloud, while continuing to retain business-critical/sensitive data inside the firewall. This is creating two separate data silos – one inside the firewall and the other outside the firewall. Cloud ISVs oft...
Apr. 27, 2017 07:00 PM EDT Reads: 326
SYS-CON Events announced today that Grape Up will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place on Oct. 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Grape Up is a software company specializing in cloud native application development and professional services related to Cloud Foundry PaaS. With five expert teams that operate in various sectors of the market across the U.S. and Europe, Grape Up works with a variety of customers from emergi...
Apr. 27, 2017 06:45 PM EDT Reads: 2,222
@ThingsExpo has been named the Most Influential ‘Smart Cities - IIoT' Account and @BigDataExpo has been named fourteenth by Right Relevance (RR), which provides curated information and intelligence on approximately 50,000 topics. In addition, Right Relevance provides an Insights offering that combines the above Topics and Influencers information with real time conversations to provide actionable intelligence with visualizations to enable decision making. The Insights service is applicable to eve...
Apr. 27, 2017 06:30 PM EDT Reads: 2,825
DevOps is often described as a combination of technology and culture. Without both, DevOps isn't complete. However, applying the culture to outdated technology is a recipe for disaster; as response times grow and connections between teams are delayed by technology, the culture will die. A Nutanix Enterprise Cloud has many benefits that provide the needed base for a true DevOps paradigm.
Apr. 27, 2017 06:00 PM EDT Reads: 1,048
Building a cross-cloud operational model can be a daunting task. Per-cloud silos are not the answer, but neither is a fully generic abstraction plane that strips out capabilities unique to a particular provider. In his session at 20th Cloud Expo, Chris Wolf, VP & Chief Technology Officer, Global Field & Industry at VMware, will discuss how successful organizations approach cloud operations and management, with insights into where operations should be centralized and when it’s best to decentraliz...
Apr. 27, 2017 06:00 PM EDT Reads: 799
In recent years, containers have taken the world by storm. Companies of all sizes and industries have realized the massive benefits of containers, such as unprecedented mobility, higher hardware utilization, and increased flexibility and agility; however, many containers today are non-persistent. Containers without persistence miss out on many benefits, and in many cases simply pass the responsibility of persistence onto other infrastructure, adding additional complexity.
Apr. 27, 2017 04:30 PM EDT Reads: 2,300
Quickly find the root cause of complex database problems slowing down your applications. Up to 88% of all application performance issues are related to the database. DPA’s unique response time analysis shows you exactly what needs fixing - in four clicks or less. Optimize performance anywhere. Database Performance Analyzer monitors on-premises, on VMware®, and in the Cloud, including Amazon® AWS and Azure™ virtual machines.
Apr. 27, 2017 04:15 PM EDT Reads: 1,980
[session] The IoT Evolution Will Be Led by Novel ‘Abstraction’ By @InteractorTeam | @ThingsExpo #IoT #M2M
Most technology leaders, contemporary and from the hardware era, are reshaping their businesses to do software in the hope of capturing value in IoT. Although IoT is relatively new in the market, it has already gone through many promotional terms such as IoE, IoX, SDX, Edge/Fog, Mist Compute, etc. Ultimately, irrespective of the name, it is about deriving value from independent software assets participating in an ecosystem as one comprehensive solution.
Apr. 27, 2017 03:45 PM EDT Reads: 572
Developers want to create better apps faster. Static clouds are giving way to scalable systems, with dynamic resource allocation and application monitoring. You won't hear that chant from users on any picket line, but helping developers to create better apps faster is the mission of Lee Atchison, principal cloud architect and advocate at New Relic Inc., based in San Francisco. His singular job is to understand and drive the industry in the areas of cloud architecture, microservices, scalability ...
Apr. 27, 2017 03:00 PM EDT Reads: 3,584
SYS-CON Events announced today that CA Technologies has been named "Platinum Sponsor" of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, New York, and 21st International Cloud Expo, which will take place in November in Silicon Valley, California.
Apr. 27, 2017 02:00 PM EDT Reads: 2,449
The 20th International Cloud Expo has announced that its Call for Papers is open. Cloud Expo, to be held June 6-8, 2017, at the Javits Center in New York City, brings together Cloud Computing, Big Data, Internet of Things, DevOps, Containers, Microservices and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportunity. Submit your speaking proposal ...
Apr. 27, 2017 01:45 PM EDT Reads: 1,321
New competitors, disruptive technologies, and growing expectations are pushing every business to both adopt and deliver new digital services. This ‘Digital Transformation’ demands rapid delivery and continuous iteration of new competitive services via multiple channels, which in turn demands new service delivery techniques – including DevOps. In this power panel at @DevOpsSummit 20th Cloud Expo, moderated by DevOps Conference Co-Chair Andi Mann, panelists will examine how DevOps helps to meet th...
Apr. 27, 2017 01:15 PM EDT Reads: 1,613