- First out of the gate was Oracle’s acquisition of Ravello Systems for $400M – $500M (depending on which story you read). The official line on the acquisition is: “Ravello will join in Oracle’s IaaS mission to allow customers to run any type of workload in the cloud, accelerating Oracle’s ability to help customers quickly and simply move complex applications to the cloud without costly and time-consuming application rewrites,” according to Rami Tamir, CEO of Ravello Systems. It will be interesting to see if Oracle focuses them exclusively on their own public cloud or continues to allow to send workloads to AWS.
- The second acquisition announced this morning was Cisco’s acquisition of Cliqr Technologies for $260M. Cliqr is very similar to Ravello, but has capabilities designed to assess application workloads and identify the best “cloud fit” for that workload. Given that Cisco smartly hasn’t entered the public cloud market, this allows them to leverage AWS (and other vendors).
- Cisco presaged this “leverage the market standard bearers” strategy when they announced that they would partner with Pivotal to resell CloudFoundry integrated on their Metapod line. This was a surprise to some market observers given the rivalry over the last couple of years created by VMWare’s acquisition of Nicira.
- Then Cisco goes even further today and announced a next-generation #HyperConverged product called HyperFlex Systems that they developed in conjunction with a converged storage player called SpringPath. According to the article: “The technology, which Cisco is calling the HX Data Platform, pools storage from solid-state and conventional hard drives and turns it into an enterprise-grade object storage system.” This may signify a shot across Simplivity and Nutanix’s bows. They are differentiating with their networking chops, saying that HyperFlex can be set up in an hour or so versus days for the competition as well as on the quality of the filesystem, which they claim was built for Hyperconverged architectures versus the OSS roots of other systems. This move will clearly force Simplivity and Nutanix to scramble to find new partners as their Cisco sell-through will fall quickly.
- IBM appears to have many of the pieces required for a hybrid strategy after acquiring Gravitant for hybrid cloud management and Blue Box Group for OpenStack managed services, both in 2015. That gives it an OpenStack on-premises capability and it’s clear they should find a way to integrate capabilities with their SoftLayer public-cloud offering and BlueMix, their app-creation platform.
- Dell/EMC/VMWare/Pivotal continues to push forward with Pivotal leading the charge with it’s CloudFoundry based PaaS. EMC also acquiired Virtustream for SAP/legacy enterprise applications cloud capabilities in late 2015. Dell’s acquisitions include enstratius for hybrid cloud platform integration and Gale Technologies for cloud infrastructure provisioning.
While all of these moves illustrate the slow build-out (no pun intended) of the major enterprise systems platform vendors hybrid cloud strategies, they all anxiously await the biggest player’s move: Amazon Web Services. Clearly, AWS’ CIA deal portends the capability to move into a hybrid/private-cloud model if they chose, but their results on the pure-cloud model remain so strong that they may continue to stay focused on that strategy.