Larry Dignan published a post at the end of last week, in which he speculated that the increasingly loud public cloud mutterings from IBM, Dell, Hewlett Packard and others are part of them positioning for “the day where no one builds a data center.” All are investing heavily in public clouds, in cloudy research centers, in their own new data centers, and playing to their strengths. Trusted enterprise-grade partners with whom you’ve done business for decades, and therefore surely a better bet than a jumped-up bookseller from Seattle. Anyone would think they were scared. And yet… Hewlett Packard is investing in a business unit that designs, builds and manages customer data centers, all three are churning out new hardware and selling it to willing buyers, and the surveys keep telling us that some ridiculously high proportion of companies plan to build new data centers in the coming years. Are all the signs right? Are we seeing more need for data centers and less? Do these big IT companies have an overarching plan, or are they as confused as everyone else, launching contradictory and competing internal projects in the hope that one will pay off?
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