VMware on AWS - How it Fits and Key Issues

Some analysis and reflection on VMware on AWS announcement at VMworld 2017. Its harder and more complex than you think.


  1. VMware has a sense that the momentum behind the public cloud is large enough that they need to do something to react to this. (flip to cloud adoption image)
  2. Other companies have done nothing. HPE Helion, Cisco ONE Enterprise have had limited impact on the market to date. 
  3. some companies have widened the moats around their customers to prevent them from leaving. 
  4. VMware is doing something different and embracing the change.
  5. More or less a single price covers a full infrastructure stack of servers and the suite of VMware software that drives including NSX, vSAN, vSphere plus vRealize. 
  6. VMware is using AWS hardware for the software with their software on top. 
  7. In effect, its a complete data centre based on the VMware SDDC vision. 
  8. The product is fixed, you cannot have it your way, you have to take it as is. 
  9. There are some limitations to date as the they work out the kinks in the platform. I find it difficult to accept that the vendor itself cannot get their own software to work properly on a critical project. There might be lesson for VMware to consider if they want to improve their private cloud. 
  10. Its still early days and customers would be wise to wait patiently unless you can afford to have playtime. 

#4 is the key point : embracing the change. If you are facing a major threat but can’t beat it, partner with it. - Tight partnership with the leader BEFORE your whole stack becomes irrelevant, - reposition yourself as a networking & security actor so commoditization of your core business have less impact on your bottom line. - eventually giveup on the cloud control plane, bring/accept the leader’s one on premises.

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