Welcome!

Virtualization Authors: Greg Ness, Bernard Golden, Sandi Mappic, Roger Strukhoff, Lori MacVittie

Related Topics: Cloud Expo, Java, SOA & WOA, Virtualization, Big Data Journal, SDN Journal

Cloud Expo: Article

How VMware Could Beat Amazon in the Cloud

Hybrid cloud will change the game

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.

More Stories By Greg Ness

Greg Ness is a Silicon Valley marketing veteran with background in networking, security, virtualization and cloud computing. He is VP Marketing at CloudVelocity. Formerly at Vantage Data Centers, Infoblox, Blue Lane Technologies, Juniper Networks, Redline Networks, McAfee, IntruVerofficer at Networks and ShoreTel. He is one of the world's top cloud bloggers.

@ThingsExpo Stories
Explosive growth in connected devices. Enormous amounts of data for collection and analysis. Critical use of data for split-second decision making and actionable information. All three are factors in making the Internet of Things a reality. Yet, any one factor would have an IT organization pondering its infrastructure strategy. How should your organization enhance its IT framework to enable an Internet of Things implementation? In his session at Internet of @ThingsExpo, James Kirkland, Chief Architect for the Internet of Things and Intelligent Systems at Red Hat, will describe how to revoluti...
The Internet of Things will greatly expand the opportunities for data collection and new business models driven off of that data. In her session at Internet of @ThingsExpo, Esmeralda Swartz, CMO of MetraTech, will discuss how for this to be effective you not only need to have infrastructure and operational models capable of utilizing this new phenomenon, but increasingly service providers will need to convince a skeptical public to participate. Get ready to show them the money! Speaker Bio: Esmeralda Swartz, CMO of MetraTech, has spent 16 years as a marketing, product management, and busin...
Samsung VP Jacopo Lenzi, who headed the company's recent SmartThings acquisition under the auspices of Samsung's Open Innovaction Center (OIC), answered a few questions we had about the deal. This interview was in conjunction with our interview with SmartThings CEO Alex Hawkinson. IoT Journal: SmartThings was developed in an open, standards-agnostic platform, and will now be part of Samsung's Open Innovation Center. Can you elaborate on your commitment to keep the platform open? Jacopo Lenzi: Samsung recognizes that true, accelerated innovation cannot be driven from one source, but requires a...
SYS-CON Events announced today that Red Hat, the world's leading provider of open source solutions, will exhibit at Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Red Hat is the world's leading provider of open source software solutions, using a community-powered approach to reliable and high-performing cloud, Linux, middleware, storage and virtualization technologies. Red Hat also offers award-winning support, training, and consulting services. As the connective hub in a global network of enterprises, partners, a...
P2P RTC will impact the landscape of communications, shifting from traditional telephony style communications models to OTT (Over-The-Top) cloud assisted & PaaS (Platform as a Service) communication services. The P2P shift will impact many areas of our lives, from mobile communication, human interactive web services, RTC and telephony infrastructure, user federation, security and privacy implications, business costs, and scalability. In his session at Internet of @ThingsExpo, Robin Raymond, Chief Architect at Hookflash Inc., will walk through the shifting landscape of traditional telephone a...
SYS-CON Events announced today that Matrix.org has been named “Silver Sponsor” of Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Matrix is an ambitious new open standard for open, distributed, real-time communication over IP. It defines a new approach for interoperable Instant Messaging and VoIP based on pragmatic HTTP APIs and WebRTC, and provides open source reference implementations to showcase and bootstrap the new standard. Our focus is on simplicity, security, and supporting the fullest feature set.
BSQUARE is a global leader of embedded software solutions. We enable smart connected systems at the device level and beyond that millions use every day and provide actionable data solutions for the growing Internet of Things (IoT) market. We empower our world-class customers with our products, services and solutions to achieve innovation and success. For more information, visit www.bsquare.com.
How do APIs and IoT relate? The answer is not as simple as merely adding an API on top of a dumb device, but rather about understanding the architectural patterns for implementing an IoT fabric. There are typically two or three trends: Exposing the device to a management framework Exposing that management framework to a business centric logic • Exposing that business layer and data to end users. This last trend is the IoT stack, which involves a new shift in the separation of what stuff happens, where data lives and where the interface lies. For instance, it’s a mix of architectural style...
SYS-CON Events announced today that SOA Software, an API management leader, will exhibit at SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. SOA Software is a leading provider of API Management and SOA Governance products that equip business to deliver APIs and SOA together to drive their company to meet its business strategy quickly and effectively. SOA Software’s technology helps businesses to accelerate their digital channels with APIs, drive partner adoption, monetize their assets, and achieve a...
From a software development perspective IoT is about programming "things," about connecting them with each other or integrating them with existing applications. In his session at @ThingsExpo, Yakov Fain, co-founder of Farata Systems and SuranceBay, will show you how small IoT-enabled devices from multiple manufacturers can be integrated into the workflow of an enterprise application. This is a practical demo of building a framework and components in HTML/Java/Mobile technologies to serve as a platform that can integrate new devices as they become available on the market.
SYS-CON Events announced today that Utimaco will exhibit at SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Utimaco is a leading manufacturer of hardware based security solutions that provide the root of trust to keep cryptographic keys safe, secure critical digital infrastructures and protect high value data assets. Only Utimaco delivers a general-purpose hardware security module (HSM) as a customizable platform to easily integrate into existing software solutions, embed business logic and build s...
Connected devices are changing the way we go about our everyday life, from wearables to driverless cars, to smart grids and entire industries revolutionizing business opportunities through smart objects, capable of two-way communication. But what happens when objects are given an IP-address, and we rely on that connection, sometimes with our lives? How do we secure those vast data infrastructures and safe-keep the privacy of sensitive information? This session will outline how each and every connected device can uphold a core root of trust via a unique cryptographic signature – a “bir...
Internet of @ThingsExpo Silicon Valley announced on Thursday its first 12 all-star speakers and sessions for its upcoming event, which will take place November 4-6, 2014, at the Santa Clara Convention Center in California. @ThingsExpo, the first and largest IoT event in the world, debuted at the Javits Center in New York City in June 10-12, 2014 with over 6,000 delegates attending the conference. Among the first 12 announced world class speakers, IBM will present two highly popular IoT sessions, which will take place November 4-6, 2014 at the Santa Clara Convention Center in Santa Clara, Calif...
Almost everyone sees the potential of Internet of Things but how can businesses truly unlock that potential. The key will be in the ability to discover business insight in the midst of an ocean of Big Data generated from billions of embedded devices via Systems of Discover. Businesses will also need to ensure that they can sustain that insight by leveraging the cloud for global reach, scale and elasticity.
WebRTC defines no default signaling protocol, causing fragmentation between WebRTC silos. SIP and XMPP provide possibilities, but come with considerable complexity and are not designed for use in a web environment. In his session at Internet of @ThingsExpo, Matthew Hodgson, technical co-founder of the Matrix.org, will discuss how Matrix is a new non-profit Open Source Project that defines both a new HTTP-based standard for VoIP & IM signaling and provides reference implementations.

SUNNYVALE, Calif., Oct. 20, 2014 /PRNewswire/ -- Spansion Inc. (NYSE: CODE), a global leader in embedded systems, today added 96 new products to the Spansion® FM4 Family of flexible microcontrollers (MCUs). Based on the ARM® Cortex®-M4F core, the new MCUs boast a 200 MHz operating frequency and support a diverse set of on-chip peripherals for enhanced human machine interfaces (HMIs) and machine-to-machine (M2M) communications. The rich set of periphera...

SYS-CON Events announced today that Aria Systems, the recurring revenue expert, has been named "Bronze Sponsor" of SYS-CON's 15th International Cloud Expo®, which will take place on November 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Aria Systems helps leading businesses connect their customers with the products and services they love. Industry leaders like Pitney Bowes, Experian, AAA NCNU, VMware, HootSuite and many others choose Aria to power their recurring revenue business and deliver exceptional experiences to their customers.
The Internet of Things (IoT) is going to require a new way of thinking and of developing software for speed, security and innovation. This requires IT leaders to balance business as usual while anticipating for the next market and technology trends. Cloud provides the right IT asset portfolio to help today’s IT leaders manage the old and prepare for the new. Today the cloud conversation is evolving from private and public to hybrid. This session will provide use cases and insights to reinforce the value of the network in helping organizations to maximize their company’s cloud experience.
The Internet of Things (IoT) is making everything it touches smarter – smart devices, smart cars and smart cities. And lucky us, we’re just beginning to reap the benefits as we work toward a networked society. However, this technology-driven innovation is impacting more than just individuals. The IoT has an environmental impact as well, which brings us to the theme of this month’s #IoTuesday Twitter chat. The ability to remove inefficiencies through connected objects is driving change throughout every sector, including waste management. BigBelly Solar, located just outside of Boston, is trans...
SYS-CON Events announced today that Matrix.org has been named “Silver Sponsor” of Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Matrix is an ambitious new open standard for open, distributed, real-time communication over IP. It defines a new approach for interoperable Instant Messaging and VoIP based on pragmatic HTTP APIs and WebRTC, and provides open source reference implementations to showcase and bootstrap the new standard. Our focus is on simplicity, security, and supporting the fullest feature set.