Cloud Computing Trends

Greg Ness

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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 an... (more)

From Server Virtualization to Cloud Virtualization

I have heard of TAM (total addressable market) estimates for VMware of about $80B.  I’m not sure if that includes the much touted hybrid cloud (or cloud virtualization) opportunity. VMware has stirred up plenty of news lately for sending mixed messages about the public cloud, and its willingness to allow its customers to leverage true hybrid cloud operating models (which would involve seamlessly connecting public clouds like AWS and Azure with their private clouds, or The End of Server Virtualization Lock-In). Gartner forecasts the shipment of about 10M servers per year over the ... (more)

Zen and the Art of Hybrid Cloud

The term hybrid cloud is replacing cloud computing as one of the most-hyped terms of 2013 because it articulates a cloud operating model (think cloud virtualization) that most if not all enterprises will find appealing. Hybrid cloud promises to allow enterprises to operate seamlessly across multiple premise and cloud environments as if they are all part of a cohesive, synergistic operating environment.  What server virtualization has done for hardware, cloud virtualization promises to do for clouds. I think that explains much of the interest. Synergy is really the most powerful p... (more)

Amazon Declares War on VMware | @CloudExpo [#Cloud]

I returned from re:Invent last night after three days of what was probably one of the most memorable and impactful trade shows I’ve ever attended. Period. More than 1500 attendee applicants were refused.  The show was packed. This time with more enterprise IT leaders than one might imagine, with most fully committed to getting on Amazon AWS. The attendee drumbeat at our booth was relentless: “We want to move to AWS.” My comment to press and analysts at each briefing: It is clear that re:Invent 2014 is more than a typical trade show; it will be remembered as the point at which Ama... (more)

The Three Horsemen of the Coming Network Revolution

I came back Friday AM fresh from the FIRE conference Meeting of the Minds planning session in Seattle with a head filled with ideas about where the IT industry is headed and what it will mean for the networking industry.  Thanks to an animated and robust dinner discussion, which included Mark Anderson, Ty Carlson and Michael Pfeffer, I came to the conclusion that three forces will be combining in the near future to drive a revolution in the network industry. Before I get to the three forces let me digress a bit and talk about the simmering preconditions for takeoff.  For Infrast... (more)