Gary Orenstein host of TheCloudComputingShow.com
Say what you will about Meg Whitman as the new HP CEO. She knows consumers. Now she’ll have a chance to apply her consumer touch to one of Silicon Valley’s most storied brands, which could have a chance to give Apple a run for its money. Read more »
VMware has transformed the enterprise computing model more than any other company in the past decade. Now, with the latest release of vSphere containing several new storage features, VMware is set to disrupt storage. Its parent company, EMC, and NetApp may want to stay alert. Read more »
In the past 10 years VMware has executed a remarkable strategy to topple enterprise software incumbents and emerge as an ecosystem kingpin. Time and again, it seems as though VMware is beating Microsoft at its own game. But a look deeper reveals that is no surprise. Read more »
We’re in the midst of a computing implosion: a re-centralization of resources driven by virtualization, many-core CPUs, GPU computing, flash memory, and high-speed networking. We have a lot to watch over the next few years: what I like to call the coming of the Super Server. Read more »
With the launch is its new low-end VNX line, EMC shifted focus away from its high-end Symmetrix products and down to the other end of the spectrum. And, all of a sudden, Dell’s move to acquire Compellent looks much smarter. Read more »
In the last 18 months, Dell, HP, IBM and EMC spent almost $10 billion on data storage and warehousing companies. This all-out gold rush was driven by a massive consolidation wave sparked by Cisco’s entry into the server market and Oracle’s acquisition of Sun. Read more »
In 2009, Cisco launched its Unified Computing System. It signaled to data center equipment vendors that the separation between servers, networking, and storage was gone. With that single move, the industry set forth on a course to consolidate. Here’s a play by play since then: Read more »
In the wars of the web, hard goods (or hardware) have become the ammunition of choice. Specifically we see major web and technology companies building their own data centers, a move that appears to be a prerequisite to competing with Internet giants. Read more »
It was a big year for NoSQL and big data, but now those vendors need to buckle down on their revenue models and make a head-on charge to the enterprise. Because, let’s face it; while the web leads the innovation, the enterprise leads the economy. Read more »
This past week, the rumor that Oracle might make a bid to buy EMC drew strong reactions, due to the acquisition’s outlandish nature and monetary mismatch. But Oracle will need to more than triple its revenue to reach its $100 billion target, so anything is possible. Read more »
Cloud and mobile computing represent two of the biggest technology trends today, with each pushing processing closer to the edge. Today, Encoding.com announced tools to make propagation of video content across mobile devices a simple click-and-go process for publishers, further solidifying the matchmaking of cloud and mobile. Read more »
While there is, and will continue to be a significant amount of spending to tinker with and repackage enterprise applications into virtual machines for cloud migration, I believe the long term stickiness the major vendors seek is a compelling PaaS offering. The question is, who’ll win? Read more »
One of the most fun areas of any tradeshow is the startup pavilion: a place where smaller companies can rent a kiosk. So I wandered through the pavilion at VMworld and discovered plenty of interesting startups attacking the hot market segments today. Here are some. Read more »
One area where VMware did not disappoint this week is breadth of vision. In just a handful of years, the company has gone from the defacto hypervisor provider to an all-encompassing software infrastructure vendor for virtualization and cloud computing. The volume of announcements can be overwhelming. Read more »
Things are about to get noisy in the cloud computing world during VMworld, VMware’s user conference, held this week. For VMware, it represents a chance to show off its market position in virtualization and detail its cloud computing efforts as it moves beyond the hypervisor. Read more »
At first look, the idea of Hewlett-Packard paying $1.6 billion for 3PAR and outbidding makes no sense. But it needs 3PAR in order to compete with EMC, IBM and Hitachi Data Systems in the storage arena. Too bad that leaves Dell out in the cold. Read more »
Just ten years ago, deploying applications involved assembling the entire food chain down to the physical hardware. The process was lengthy, expensive, and complex. Product choices existed, but infrastructure deployment was a requirement. Today, one can use services consumed as applications. I call them infrastructure apps. Read more »
Dell agreed to acquire 3PAR for $1.15 billion for one simple reason: 3PAR is the only smaller independent company that competes at the high end of EMC’s product lineup, letting Dell join EMC, IBM, and Hitachi Data Systems at the high end of the storage market. Read more »
Device proliferation combined with the desire to deliver clean video is giving rise to a new market for hosted video encoding. The goal is simple: provide the right format to the right screen at the right time without requiring content producers to invest in infrastructure. Read more »
There is a resurgence of activity around virtual desktops — where enterprises take desktop compute environments and make them configurable, deployable and manageable from a central location. Since it’s so hot, we look at companies that will challenge Citrix and VMware in this emerging sector. Read more »
