Intel’s Turnaround and the Future of Chipmaking

Re:Intel’s Turnaround and the Future of Chipmaking by Covzire on Monday September 06, 2021 @10:46PM (#28440334)

Now that you mention it, it's a little odd that VMware isn't used by any of the major cloud providers while they also haven't created their own Cloud Provider. It seems like they are very few hires away from a core competency in competing with at least GCP or Azure.

Makes me wonder why, is it because they see a big future yet in on-prem and can't really embrace cloud computing until that future looks less certain?

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Re:Intel’s Turnaround and the Future of Chipmaking by kortilla on Monday September 06, 2021 @11:39PM (#28440689)

Because cloud is commoditized VMs and VMware doesn’t have an edge in managing cattle at scale.

Their bread and butter is in managing pets and cloud providers expressly don’t want to encourage people to bring their pets into the cloud because people get mad when a few get killed.

OpenStack with the KVM backend is better than VMware at multi-tenancy so there really isn’t much value for VMware to add even over open source state of the art IaaS.

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Re:Intel’s Turnaround and the Future of Chipmaking by jve on Tuesday September 07, 2021 @12:38AM (#28440984)

As someone who works for a non-major datacenter. We use VMware and have evaluated OpenStack. Lots of moving parts for OpenStack, administrative burden. So we don’t use OpenStack.

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Re:Intel’s Turnaround and the Future of Chipmaking by eeiac928 on Tuesday September 07, 2021 @01:07AM (#28441128)

OpenStack, VMware and all the rest should go through a process that audits and certifies them like what is done to transport systems on and off the ground while not getting in the way of step level improvements introducing innovative new nicer things.

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Re:Intel’s Turnaround and the Future of Chipmaking by wmf on Monday September 06, 2021 @11:23PM (#28440591)

Once you start charging enterprise prices you can't stop, but public clouds can't pay enterprise prices. It would have appeared to be financial suicide for VMware to move downmarket into public cloud.

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Re:Intel’s Turnaround and the Future of Chipmaking by amluto on Monday September 06, 2021 @11:27PM (#28440615)

Enterprise costs are negotiable. I can easily imagine Google paying VMware several billion per year for a product they want. I can’t imagine Google using ESX — they want a product they fully control.

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Re:Intel’s Turnaround and the Future of Chipmaking by fomine3 on Tuesday September 07, 2021 @12:11AM (#28440842)

I don't believe any bigger cloud providers want to adopt closed unmodifiable products as a core. Windows/Hyper-V is similar from outside but it's in house for Azure(MS).

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Re:Intel’s Turnaround and the Future of Chipmaking by wmf on Tuesday September 07, 2021 @12:30AM (#28440950)

Even second-tier clouds that can't afford to develop their own hypervisor don't use ESX though. Literally no public clouds use it.

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Re:Intel’s Turnaround and the Future of Chipmaking by tbrownaw on Tuesday September 07, 2021 @01:26AM (#28441228)

It's a bit less, er, cloudish and self-service than I usually think of cloud as being, but these folks do use VMware:

https://expedient.com/services/cloud/

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Re:Intel’s Turnaround and the Future of Chipmaking by streetcat1 on Monday September 06, 2021 @10:53PM (#28440377)

The cloud is a capex game not a tech game. Also, the layer that VMware compete in, is fully commoditized (this is the infra as a service layer). The game is moving to higher layer (e.g. ML/ DB).

I think that for on-prem they faced a treat from containers, which they are embracing by betting the company on Kubernetes.

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Re:Intel’s Turnaround and the Future of Chipmaking by foobiekr on Tuesday September 07, 2021 @03:27AM (#28441970)

Vmware spent over a billion on their own cloud provider which failed utterly and the remnants were sold to Amazon.

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