The hybrid cloud opportunity (also called cloud virtualization) could turn the tables on server virtualization market leader VMware or help it to establish even higher growth rates.
I have heard of TAM (total addressable market) estimates for VMware of about $80B. I’m not sure if that includes the much touted hybrid cloud (or cloud virtualization) opportunity.
VMware has stirred up plenty of news lately for sending mixed messages about the public cloud, and its willingness to allow its customers to leverage true hybrid cloud operating models (which would involve seamlessly connecting public clouds like AWS and Azure with their private clouds, or The End of Server Virtualization Lock-In).
Gartner forecasts the shipment of about 10M servers per year over the next three years, with about 50% of them being x86. What if enterprises wanted the strategic scalability, agility and protection of the hybrid cloud model, instead of the tactical agility, efficiency and protection of server virtualization?
Hybrid cloud would give enterprises more complete control of their apps and services.