Oracle Takes Dead Aim At VMware’s Vision

Still wondering why Oracle purchased Sun?  Day One of Oracle’s OpenWorld 2010 cleared up at least one reason; Oracle has its own “stack” and it does not include VMware. 

When Sun was originally purchased by Oracle, my attention immediately fell to Sun’s virtualization assets and engineering talents.  Before the acquisition, Sun was amassing an arsenal of virtualization and management assets including xVM, VirtualBox, and Solaris.  If you factor in hardware development and JAVA, then Sun had everything they needed to “change the world.”  That is, everything except a track record for translating engineering into revenue.

Love him or hate him, Larry Ellison has no such issues.  His track record speaks for itself as Oracle has an uncanny ability to execute.  With the launch of Exalogic Elastic Compute Cloud, Oracle has signaled to the market that they are ready for a fight.  While most believe Oracle is gunning for Amazon Web Services, I believe hidden in their messages and jabs at IBM is their true target of public, private, and hybrid clouds ala VMware.

VMware unleashed their vision of the future at VMworld 2010 that included vSphere, vDirector, vCloud, vFabric, SpringSource, and more.  What’s missing?   Oracle would point to VMware’s ratio of vision to products, their lack of owning an operating system, and their dependency on third parties to deliver server power (I’ll give them storage as EMC is VMware’s parent company).  Oracle’s vision is unique in that they control the entire Cloud stack using proven technologies and deployments; unleashing the potential of Sun hardware, JAVA, and Fusion.

Exalogic Elastic Compute Cloud has a few things going for it:

  • Power – Scale Out and Scale In  
    Cores 96 to 2880, SSD 256GB to 7.7TB, RAM 768GB to 22.4TB, and SAS disk 40TB to 320TB
  •  Applications – JAVA and Fusion
     Oracle’s Applications as well as others that run on Oracle Solaris and Oracle Linux

Although, I’m not thrilled with Oracle’s reliance on InfiniBand, it makes sense given Sun’s product portfolio and expertise.  Also, we need to learn more about how you manage this system including orchestration via business process management solutions.  However, this is a great start for Oracle. 

One last thought, Oracle took a subtle jab at VMware, EMC, and Cisco when they proclaimed, “Run 1000s of existing applications” and “No Certification Required.”  Perhaps Ellison should not be picking a fight with Mr. Chambers at Cisco.  For the common denominator of vBlocks (VMware, xBlocks (Citrix), and rBlocks (Red Hat) is UCS and its momentum may be unstoppable.

Three Cheers: Cisco Unleashes a UCS Surprise with ‘xBlocks’

With today’s webcast and subsequent announcements, Cisco showed their continued focus and commitment to the UCS platform.  The results are breathtaking; a new B230 M1 ½ blade with 16 cores and 2048/4096GB of memory, a new Nexus 5500 series that doubles the port density of the previous generation 1U models for up to 960Gbps of throughput, and virtual appliances for both Virtual Security and WAAS.  Perhaps the most interesting announcement of the webcast focused on VDI (Virtual Desktop Infrastructure) sporting a partnership between Cisco, Citrix, and NetApp that I’m dubbing xBlocks.

Like vBlocks, xBlocks maintain their own Reference Architecture that was jointly developed by Citrix and NetApp and validated by Cisco as a CVD (Cisco Validated Design).  Unlike vBlocks, xBlocks shed VMware for Citrix and offer an implementation based on Citrix’s XenDesktop infrastructure.  Additionally EMC is swapped for NetApp as they are the perfect non-competitive complement to Citrix.

While Cisco is heavily invested in VMware, this announcement demonstrates Cisco’s desire to broaden the UCS audience.  Of course, this isn’t the first time Cisco has ventured from VMware’s path as in June of 2010 Cisco announced a strengthening of their relationship with Red Hat and their KVM hypervisor.

Finally, Cisco confirmed 1700 UCS customers worldwide with 200 Unified Computing Authorized Technology Providers (ATP).  This means that Cisco almost doubled the total number of UCS customers from the quarter before.  If anyone doubted Cisco’s ability to disrupt the server market, then these numbers clearly demonstrate that Cisco is succeeding at an alarming rate to their competitors.

Is Cisco blowing up the old notion that innovation only comes from start-ups or small companies?  Are Chambers’ course corrections leading to a right hand turn and the complete transformation of an industry giant?  Is HP focused on this market or are they too busy buying and integrating companies?  Is Larry pacing his mansion contemplating how to leverage Sun to get into this fight?

Three cheers to Cisco:  innovators without baggage, partnerships without exclusivity, and a platform that is breathtaking.  What’s next, I can’t wait!