Cisco Systems (NASDAQ: CSCO) wants to lead the market for software defined data centers and software defined networks. But Cisco must balance relationships with EMC (NYSE: EMC) and VMware (NYSE: VMW) — which recently acquired Nicira in the network virtualization market. How will Cisco move forward?
VMware (NYSE: VMW) CEO Pat Gelsinger struck a careful balance when he recently discussed the virtualization company’s buyout of Nicira, software-defined networks and VCE — the ongoing collaboration with Cisco Systems (NASDAQ: CSCO) and EMC (NYSE: EMC).
In this FastChat Video, Gelsinger quickly summarizes the Nicira opportunity and continued work with Cisco Systems and EMC on VCE (the v
Juniper Networks (NYSE: JNPR) is set to promote its software-defined networking (SDN) strategy at the company’s Global Partner Conference this week in Las Vegas. But can Juniper CEO Kevin Johnson and his lieutenants stand out from SDN moves by Cisco Systems (NASDAQ: CSCO), VMware (NYSE: VMW), Brocade Networks (NASDAQ: BRCD) and more?
Will Citrix Systems (NASDAQ: CTXS) buy Nutanix — setting up a data center storage war with EMC and VMware? That’s the latest virtualization acquisition rumor. The Citrix-Nutanix chatter follows VMware’s Nicira buyout, Oracle’s Xsigo purchase, and Cisco Systems’ investment in Insieme.
Cisco Systems (NASDAQ: CSCO) CEO John Chambers threw down the gauntlet this evening, predicting the networking company will lead the shift to software defined data centers — a hot topic as Cisco strives to balance relationships with VMware, EMC, NetApp, IBM, Intel, Citrix and Microsoft.
VMware CEO Paul Maritz and his successor, Pat Gelsinger, will take center stage at VMworld on Aug. 27. Joined by CTO Steve Herrod, the trio is expected to describe how VMware (NYSE: VMW) will push beyond traditional virtualization to power next-generation data centers. The goal: Virtualize servers, storage and networking while empowering customers for cloud computing.
VCE‘s annual bookings run rate is approaching $1 billion. But how much have investors EMC (NYSE: EMC), VMware (VMW), Cisco Systems (NASDAQ: CSCO) and Intel (INTC) together pumped into VCE, the Virtual Computing Environment company? The answer appears to be about $1 billion, according to some educated guesses from The VAR Guy. Here’s the math.
First, the background.
Over the past two years, SEC documents indicate, Cisco Systems has invested $264 million into VCE — the virtual computing environment that’s also backed by EMC and VMware. Some quick math by The VAR Guy suggests Cisco, EMC and VMware together have invested roughly $750 million in VCE since 2010. So is the investment paying dividends so far?
VCE – backed by Cisco Systems (NASDAQ: CSCO), VMware (NYSE: VMW) and EMC (NYSE: EMC) — is taking some key steps forward. The virtual compute environment company, now at a $1 billion annual run rate, today launched a management platform and new Vblock solutions for the mid-market, branch offices and SAP’s Hana.