Before Salesforce.com shook up the cloud computing world in late November, and before Red Hat solidified its presence as a legitimate cloud provider, there was nearly a whole year of corporate activity. And, whereas the aforementioned deals won’t bear fruit until 2011, many vendors were able to effect paradigmatic shifts in computing or otherwise leave indelible marks on enterprise IT. When market leaders act, or when emerging vendors step up to challenge the status quo, it’s bound to spur reactions, be they mimicry, public outcry, or just plain awe.
Because many companies made their marks through M&A, it’s also worth noting some of the acquisition trends that made 2010 memorable and that could shape up in 2011. As Gary Orenstein pointed out in a post late last week, there was a storage gold rush that led to scale-out storage vendors, in particular, finding new homes within larger companies. Similarly, Big Data proper was big business, with data warehousing spurring hundreds of millions in spending (sub req’d). If Gary is correct in his predictions for the next wave of M&A activity — some of which align with my overall predictions for the infrastructure market in 2011 — we should see many of this year’s movers and shakers getting active on the buy side, or perhaps driving new trends to the point where they find themselves getting bought.
Without further ado, here are my nine most-influential infrastructure companies for 2010, with a few links apiece to provide context. For the full analysis on what they did and why it was so notable, read the full post here:
1. Amazon Web Services
- Amazon’s Cloud Gets a Supercomputing Cluster
- How Big is Amazon’s Cloud Computing Business? Find Out
- Why Most Cloud Contracts Shouldn’t Be Negotiable
2. ARM Holdings
- Smooth-Stone Gets $48M for ARM Servers
- Watch Out Intel! Marvell to Make ARM-based Server Chips
- ARM Processor Ups the Ante for Mobile Computing Power
3. CA Technologies
- CA Wants to Be the Enterprise Watchdog in the Cloud
- CA Delivers on Cloud Investment With Service-Measurement Suite
- Cloudera: All Your Big Data Are Belong to Us
- Hadoop World: Cloudera Makes More Big Data Friends
- Cloudera Raises $25 Million in New VC Money
- Dell’s Cloud Strategy is Shaping Up and Looking Good
- Can Open Converged Infrastructure Compete?
- Dell Recovers from 3PAR Loss By Buying Compellent
- Facebook Matures, Will Build Its Own Data Center
- Greenpeace to Facebook CEO: No More Coal
- Will Facebook (or Apple) Be the Next Great Hadoop Champion? (sub req’d)
- Can Microsoft’s Azure Find True Blue Developers?
- Microsoft Targets Amazon EC2 With New Windows Azure Features
- Take That Google! MN Opts for Microsoft Office Online
- Apache Software Foundation Packs Its Toys and Goes Home
- For Oracle, Big Data Translates Into Big Bucks
- Oracle Sues Google Over Android Code
- How VMware Plans to Control the Cloud
- VMware and Salesforce.com Create the VMforce Love Child
- What Should One Make of VMware’s Shopping Spree?
Related content from GigaOM Pro (sub req’d):
- Infrastructure 2011: 5 Trends Not to Expect
- Infrastructure 2011: The Real Cloud Computing Picture Will Emerge
- The Data Center Is the New Box. Are You Ready?