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The Next Microsoft

Who will step up to the cloud?

Last summer I suggested that VMware could be the next Microsoft.  A few weeks ago I saw Gary Orenstein's VMware is the New Microsoft (just without an OS) and his point was triggered this AM when I read a blog on data centers comment from Fabio Violante (EMEA CTO at BMC):

If I may add something to your picture, I personally think that in addition to DC infrastructural innovation, a powerful (cloud) management software layer is also crucial to enable any enterprise achieve or ( at least aim at achieving) the efficiency of "Well-capitalized tech companies".

It took me back to my days at IPAM leader Infoblox, when we were promoting the infrastructure 2.0 meme along with F5, Cisco, Arista Networks and others.  I think the next Microsoft is the company that can deliver on the promise of an intercloud management platform that could allow an enterprise to deploy workloads across data centers at a moment's notice, based on weather, potential disasters, off peak power, etc.

Many IT powerhouses once enmeshed in alliances of necessity are now making alliances of convenience in an effort to position themselves for short term advantages.  Perhaps they are not nimble enough, or forward-thinking enough to deliver on the promise of reaching the clouds.

I think more has to happen between the virtualization players and the network and storage automation players.  All are wrestling with tech and business case tradeoffs as they make their numbers; that is to say that they're placing multiple outcome bets, straddling the present and future like Detroit watching Tesla and the first hybrids roll off assembly lines.

As a Roman citizen once uttered: "Fortune goes to the bold."

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Gregory Ness is the VP of Marketing of Vidder and has over 30 years of experience in marketing technology, B2B and consumer products and services. Prior to Vidder, he was VP of Marketing at cloud migration pioneer CloudVelox. Before CloudVelox he held marketing leadership positions at Vantage Data Centers, Infoblox (BLOX), BlueLane Technologies (VMW), Redline Networks (JNPR), IntruVert (INTC) and ShoreTel (SHOR). He has a BA from Reed College and an MA from The University of Texas at Austin. He has spoken on virtualization, networking, security and cloud computing topics at numerous conferences including CiscoLive, Interop and Future in Review.