What happened?
At 2019 VMworld, VMware made it blindingly apparent that it is creating a walled garden for enterprise IT to enjoy a curated VMware–branded multi-cloud strategy.
What does this mean?
This is a good move for VMware, at least in the short-term, as it tries to capture the “early majority” of enterprises migrating apps to the cloud.
Why should we care?
At the center of VMware’s hardware strategy is the concept of hyper-converged infrastructure; HCI. HCI is used to migrate existing virtualized apps to a cloud-like environment with the minimum amount of software development, otherwise known as “lift-and-shift.”
Insights/comments on the subject from Liftr:
Our Liftr Cloud Components Tracker has measured that, for at least the past few months, the top four public clouds’ monthly deployments of new instance types and sizes on average have significantly more cores than previous months’ average core counts.
We believe there is a link between rising public cloud instance type core counts and increasing use of VMware-based lift-and-shift app migration.
If enterprises and app developers want to move past the quick and often expensive lift-and-shift transition, they need to completely redesign legacy apps.
So, for the time being, AWS, Azure, and GCP win by supporting VMware in their clouds, and they will also win as those customers refactor apps to run natively in those clouds.
Check out the Liftr Cloud Components Tracker: https://liftrinsights.com/cloud-compo…
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