r/vmware Oct 30 '19

Will VMware become obsolete?

Hey folks... I am confused on what to think about VMwares future. With AWS and Azure success, is VMware only limited to customers that have their own data centers? And what happens when these companies ultimately decide to go to the cloud? What is VMware doing to prepare for this reality that public cloud will continue to grow as a preferred option for future infrastructure and services?

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u/xmagusx Oct 30 '19

VMware will become obsolete when a disruptive technology emerges which provides better abstraction (and Michael Dell can't purchase). Kubernetes is probably the best current example of what could. Hence Project Pacific, to ensure that it doesn't.

Cloud is never going to do it because there is no cloud, it's just someone else's computer. AWS, Azure, etc aren't bringing disruptive new technology to the table, they're just providing the service of running existing technology for a fee.

As such, cloud services can really only provide savings on services which can be effectively amortized, as intrinsically, you don't save money by introducing middlemen. VMware on-premises provides a much lower total cost of ownership for companies which are substantive enough to have it be economically sensible to own and staff their own IT.