If there was ever any doubt that VMware was taking SDN seriously—I mean, the $1.26B acquisition of the startup Nicira was just a tax write-off—you just have to look at the galácticos they are hiring: it looks like a team to challenge Real Madrid or Bayern Munich.
VMware and Arista Networks have a longstanding partnership that has been very beneficial to both partners. Begun in 2010 to allow closer integration between VMware’s vCloud Director and Arista’s Extensible Operating System, this partnership was further expanded in 2012 with the companies’ collaboration on the VXLAN specification and interoperability across the physical/virtual network boundaries.
We have all heard the hype that the cloud is the way forward in the twenty-first century, and I am sure you have heard the claim from cloud advocates that at some point 100% of computing will reside in the cloud. This seems logical, based on current trends and a quick glance over the announcements of new products and services released each and every day. But in all honesty, these cloud-based products and services are designed to work best when there is high-speed connectivity between the end user and the cloud.
An odd little title, I think you will agree, but consider this: Wham! had a hit with “Freedom” and Sam Cooke sang “Chain Gang,” and I think you can now see my thought process. This post is going to investigate not the technical capabilities of Cisco’s Application Centric Infrastructure (ACI), but rather what its market placement will mean to the software-defined networking (SDN) industry.
Rackspace’s future has been in question since CEO Lanham Napier stepped down in February of 2014. While Rackspace is a profitable company, it must be feeling the squeeze from larger players like Amazon Web Services, Microsoft, and Google. Amazon and Google in particular have slashed prices for their Platform as a Service (PaaS) products, leaving Rackspace struggling to compete. About a month ago, Rackspace’s shares plunged 25% in one day due to a disappointing earnings report with a tepid next-quarter outlook; its stock has lost more than half its value since January.
When you hear the term “cloud computing,” Amazon, Google, VMware, and Microsoft are the companies that you most likely think of first. Well, it seems Cisco Systems wants a spot on that list of companies known for their cloud services. Cisco announced in March that it plans to begin offering Cisco Cloud Services to its corporate customers. Cisco is fully committed to making this happen and is ready to invest more than one billion dollars over the next two years to do so. I would venture to say that Cisco is putting its money where its mouth is to enter and compete in a market that is now led by Amazon.