VentureBeat and GigaOm are both reporting that Pivotal will be announcing some big shifts in their Hadoop and other related offerings (recall that Pivotal is the firm spun off from EMC and VMware and has GE as a major investor).
VentureBeat first announced that Pivotal will be ditching its Hadoop distribution and pulling out of the Hadoop market. This would be a huge (and unbelievable to many) announcement, even though Pivotal gets far less buzz than the other Hadoop-centric companies like Cloudera, Hortonworks and MapR.
GigaOm reported that Pivotal will be open sourcing much of its proprietary offering. They referenced an email from Pivotal CEO Paul Maritz that indicated big announcements involving multiple parties are coming (GigaOm reports that one of these partners will be Hortonworks).