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Analysis Run the Azure Stack on-premises and you can move data and apps to the Azure public cloud with ease. It's the same software environment. Run the Oracle Cloud at Customer on-premises and move apps and data to the Oracle public cloud with ease. It's the same software and billing environment.
The perfect hybrid cloud has to have one basic element – a consistency of approach between the on and off-premises world. Basically the way you access data, provision resources, run applications, store data and so forth are exactly the same whether you are doing so on the on-premises end of your hybrid cloud or the off-premises public cloud part.
Cloud - Fabric - IT - Resources - Resources
There is a seamless cloud fabric, so to speak, providing your IT resources and those resources are on or off-premises as circumstances dictate. The off-premises option may be used for compute bursting, archiving cold data and transitory test-and-dev needs, with on-premises being the choice for high-security and the lowest latency.
I'm not saying that the Oracle hybrid cloud or the Azure hybrid cloud are the best at everything they do, just that in their on/off-premises consistency they are better than any alternative.
Users - Kind - Captive - Platforms - Extent
Also, because their users are kind of captive, then they are unlikely to move to other platforms. To that extent a strong growth in such closed hybrid cloud environments limits growth opportunities for other suppliers.
What does this mean for mainstream providers such as Amazon, Cisco, Dell EMC, Google, HPE, Huawei, IBM, Lenovo, NetApp, Nutanix Pure Storage and Vantara?
Amazon - VMware - Part - Dell - Technologies
Amazon is partnering with VMware, which, as part of Dell Technologies, has access to the Virtustream Enterprise Cloud. We could position the Virtustream public cloud as Dell's enterprise application play and the Amazon-VMware partnership as its all-other-apps play. VMware and Dell must know that Amazon is a strategic opportunist, and could well set up its...
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