Steve Ballmer has been rabid about the cloud lately. Here is a detailed interview with Ballmer on the cloud direction.
Everyone is talking about applications and OSs and mobility and IP everywhere… yet everyone assumes that the infrastructure will continue to simply take on unprecedented scale, complexity and availability challenges without a rethink.
Come on people the cloud is real and it needs to develop more. It’s still unstable. Expect the traditional network infrastructure players to follow suit – mainly Cisco. This might be a problem for Cisco to go after these adjacent markets and deviate off their core business. Why? Because Cisco has to grow and this is an area that Cisco could do well in.
The pundits need to get their heads out of the clouds and on to the infrastructure that will support all of this. Cloud will have to drive a new integration of management into infrastructure… yet only Microsoft, Google, Amazon etc are really talking about this… the networking players have been relatively silent. This is collaboration and virtualization and about every other initiative over the last ten years on steroids.
Expect the big player on the infrastructure side to get into this big time. Word has it that Cisco is going to get into compute side. If Cisco jumps into the compute cloud expect them to alienate their OEMs – hello Juniper this is an opportunity for you.