|By John Treadway||
|September 4, 2012 02:00 AM EDT||
VMware has applied to join the OpenStack Foundation, potentially giving the burgeoning open source cloud stack movement a huge dose of credibility in the enterprise. There are risks to the community in VMware’s involvement, of course, but on the balance this could be a pivotal event. There is an alternative explanation, which I will hit at the end, but it’s a pretty exciting development no matter VMware’s true motivations.
VMware has been the leading actor for cloud computing in the enterprise. Most “private clouds” today run vSphere, and many service providers have used their VMware capabilities to woo corporate IT managers. While the mass-market providers like Amazon and Rackspace are built on open source hypervisors (typically Xen though KVM is becoming more important), the enterprise cloud is still an ESXi hypervisor stronghold.
Soapbox Rant: Despite the fact that most of the enterprise identifies VMware as their private cloud supplier, a very large majority of claimed “private clouds” are really nothing more than virtualized infrastructure. Yes, we are still fighting the “virtualization does not equal cloud” fight in the 2nd half of 2012. On the “Journey to the Cloud,” most VMware private clouds are still in the Phase I or early Phase II stages and nowhere near a fully elastic and end-to-automated environment driven by a flexible service catalog etc.
VMware’s vCloud program includes a lot of components, old and new, anchored by the vCloud Director (“vCD”) cloud management environment. vCD is a fairly rich cloud management solution, with APIs, and several interesting features and add-ons (such as vCloud Connector).
vCD today competes directly with OpenStack Compute (Nova) and related modules. However, it is not really all that widely used in the enterprises (I have yet to find a production vCD cloud but I know they exist). Sure, there are plenty of vCD installations out there, but I’m pretty sure that adoption has been nowhere near where VMware had hoped (queue the VMware fan boys).
From early days, OpenStack has supported the ESXi hypervisor (while giving Microsoft’s Hyper-V a cold shoulder). It’s a simple calculus – if OpenStack wants to operate in the enterprise, ESXi support is not optional.
With VMware’s overtures to the OpenStack community, if that is what this is, it is possible that the future of vCloud Director could be very tied to the future of OpenStack. OpenStack innovation seems to be rapidly outpacing vCD, which looks very much like a project suffering from bloated development processes and an apparent lack of innovation. At some point it may have become obvious to people well above the vCD team that OpenStack’s momentum and widespread support could no longer be ignored in a protectionist bubble.
If so, VMware should be commended for their courage and openness to support external technology that competes with one of their strategic product investments from the past few years. VMware would be joining the following partial list of OpenStack backers with real solutions in (or coming to) the market:
- Red Hat
Assuming the future is a converged vCD OpenStack distro (huge assumption), and that VMware is really serious about backing the OpenStack movement, the guys at Rackspace deserve a huge round of applause. Let’s explore some of the potential downstream impacts of this scenario:
- The future of non-OpenStack cloud stacks is even more in doubt. Vendors currently enjoying some commercial success that are now under serious threat of “nichification” or irrelevancy, include: Citrix (CloudStack), Eucalyptus, BMC (Cloud Lifecycle Management), and… well, is there really anybody else? You’re either an OpenStack distro, and OpenStack extension, or an appliance embedding OpenStack if you want to succeed. At least until some amazingly new innovation comes along to kill it. OpenStack is to CloudStack as Linux is to SCO? Or perhaps FreeBSD?
- Just weigh the non-OpenStack community against OpenStack’s “who’s who” list above. If you’re a non-OpenStack vendor and you are not scared yet, you may be already dead but just not know it.
- As with Linux v. Unix, there will be a couple of dominant offerings and a lot of niche plays supporting specific workload patterns. And there will be niche offerings that are not OpenStack. In the long run, however, the bulk of the market will go to OpenStack.
- The automation vendors (BMC, IBM, CA, HP) will need to embrace and extend OpenStack to stay in the game. Mind you, there is a LOT of potential value to what you can do with these tools. Patch management and compliance is just scratching the surface (though you can use Chef for that too, of course). Lots of governance, compliance, integration, and related opportunities for big markets here, and potentially all more lucrative and open to differentiated value. I’ve been telling my friends at BMC this for the past couple of years – perhaps I’ve got to get a bit more vociferous…
- The OpenStack startups are in a pretty tough position right now. The OpenStack ecosystem has become it’s own pretty frothy and shark-filled “red ocean,” and the noise from the big guys – Rackspace, Red Hat, VMware, Dell, etc. – will be hard to overcome. I foresee a handful of winners, some successful pivots, and the inevitable failures (VCs invest in risk, right?). There are a lot of very smart people working at these startups, and at cloudTP we work with several of them, so I wouldn’t count any of them out yet. But in the long run, if the history of open source is any indicator, the market can’t support 10+ successful OpenStack software vendors.
- Most importantly, it is my opinion that OpenStack WILL be the enterprise choice in the next 2-3 years. Vendors who could stop this – including VMware and Microsoft – are not getting it done (Microsoft is particularly missing the boat on the cloud stack layer). We’ll see the typical adoption curve with the most aggressive early adopters deploying OpenStack today and driving ecosystem innovation.
- Finally, with the cloud stack battle all but a foregone conclusion, the battle for the PaaS layer is ripe for a blowout. And unlike the IaaS stack layer, the PaaS market will be a lot less commoditized in the near future. There is so much opportunity for differentiation and innovation here that we will all have a lot to keep track of in the coming years.
Perhaps I am wrong and the real motivation here for VMware is to tactically protect their interests in the OpenStack project – ESXi integration, new features tied to the vSphere roadmap, etc. The vCD team may also be looking to leverage the OpenStack innovation curve and liberal licensing model (Apache) to find and port new capabilities to the proprietary VMware stack – getting the benefit of community development efforts without having to invent them.
My gut tells me, however, that this move by VMware will lead to a long-term and strategic commitment that will accelerate the OpenStack in the Enterprise market.
Either way, VMware’s involvement in OpenStack is sure to change the dynamic and market for cloud automation solutions.
The Internet of Things will challenge the status quo of how IT and development organizations operate. Or will it? Certainly the fog layer of IoT requires special insights about data ontology, security and transactional integrity. But the developmental challenges are the same: People, Process and Platform. In his session at @ThingsExpo, Craig Sproule, CEO of Metavine, demonstrated how to move beyond today's coding paradigm and shared the must-have mindsets for removing complexity from the develo...
Jul. 26, 2016 02:00 AM EDT Reads: 1,298
DevOps at Cloud Expo – being held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA – announces that its Call for Papers is open. Born out of proven success in agile development, cloud computing, and process automation, DevOps is a macro trend you cannot afford to miss. From showcase success stories from early adopters and web-scale businesses, DevOps is expanding to organizations of all sizes, including the world's largest enterprises – and delivering real results. Am...
Jul. 26, 2016 01:45 AM EDT Reads: 2,189
SYS-CON Events announced today that MangoApps will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. MangoApps provides modern company intranets and team collaboration software, allowing workers to stay connected and productive from anywhere in the world and from any device.
Jul. 26, 2016 01:45 AM EDT Reads: 1,297
The IETF draft standard for M2M certificates is a security solution specifically designed for the demanding needs of IoT/M2M applications. In his session at @ThingsExpo, Brian Romansky, VP of Strategic Technology at TrustPoint Innovation, explained how M2M certificates can efficiently enable confidentiality, integrity, and authenticity on highly constrained devices.
Jul. 26, 2016 01:30 AM EDT Reads: 989
“We're a global managed hosting provider. Our core customer set is a U.S.-based customer that is looking to go global,” explained Adam Rogers, Managing Director at ANEXIA, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jul. 26, 2016 01:30 AM EDT Reads: 1,686
"This week we're really focusing on scalability, asset preservation and how do you back up to the cloud and in the cloud with object storage, which is really a new way of attacking dealing with your file, your blocked data, where you put it and how you access it," stated Jeff Greenwald, Senior Director of Market Development at HGST, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jul. 26, 2016 01:30 AM EDT Reads: 1,473
The 19th International Cloud Expo has announced that its Call for Papers is open. Cloud Expo, to be held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, Big Data, Internet of Things, DevOps, Digital Transformation, 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 opportuni...
Jul. 26, 2016 01:15 AM EDT Reads: 2,522
In today's uber-connected, consumer-centric, cloud-enabled, insights-driven, multi-device, global world, the focus of solutions has shifted from the product that is sold to the person who is buying the product or service. Enterprises have rebranded their business around the consumers of their products. The buyer is the person and the focus is not on the offering. The person is connected through multiple devices, wearables, at home, on the road, and in multiple locations, sometimes simultaneously...
Jul. 26, 2016 12:45 AM EDT Reads: 629
Keeping pace with advancements in software delivery processes and tooling is taxing even for the most proficient organizations. Point tools, platforms, open source and the increasing adoption of private and public cloud services requires strong engineering rigor – all in the face of developer demands to use the tools of choice. As Agile has settled in as a mainstream practice, now DevOps has emerged as the next wave to improve software delivery speed and output. To make DevOps work, organization...
Jul. 26, 2016 12:00 AM EDT Reads: 2,144
“delaPlex Software provides software outsourcing services. We have a hybrid model where we have onshore developers and project managers that we can place anywhere in the U.S. or in Europe,” explained Manish Sachdeva, CEO at delaPlex Software, in this SYS-CON.tv interview at @ThingsExpo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jul. 26, 2016 12:00 AM EDT Reads: 1,540
"We've discovered that after shows 80% if leads that people get, 80% of the conversations end up on the show floor, meaning people forget about it, people forget who they talk to, people forget that there are actual business opportunities to be had here so we try to help out and keep the conversations going," explained Jeff Mesnik, Founder and President of ContentMX, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jul. 25, 2016 11:15 PM EDT Reads: 1,310
From wearable activity trackers to fantasy e-sports, data and technology are transforming the way athletes train for the game and fans engage with their teams. In his session at @ThingsExpo, will present key data findings from leading sports organizations San Francisco 49ers, Orlando Magic NBA team. By utilizing data analytics these sports orgs have recognized new revenue streams, doubled its fan base and streamlined costs at its stadiums. John Paul is the CEO and Founder of VenueNext. Prior ...
Jul. 25, 2016 11:15 PM EDT Reads: 2,014
SYS-CON Events announced today that Isomorphic Software will exhibit at DevOps Summit at 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Isomorphic Software provides the SmartClient HTML5/AJAX platform, the most advanced technology for building rich, cutting-edge enterprise web applications for desktop and mobile. SmartClient combines the productivity and performance of traditional desktop software with the simp...
Jul. 25, 2016 11:00 PM EDT Reads: 1,032
"We view the cloud not really as a specific technology but as a way of doing business and that way of doing business is transforming the way software, infrastructure and services are being delivered to business," explained Matthew Rosen, CEO and Director at Fusion, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jul. 25, 2016 11:00 PM EDT Reads: 1,523
"When you think about the data center today, there's constant evolution, The evolution of the data center and the needs of the consumer of technology change, and they change constantly," stated Matt Kalmenson, VP of Sales, Service and Cloud Providers at Veeam Software, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Jul. 25, 2016 10:45 PM EDT Reads: 1,304