In a blog post, VMware VP of Cloud Services Mathew Lodge (pictured), asserted:
"The IaaS market has evolved into two segments: "raw VM" IaaS led by Amazon Web Services, and enterprise, where the cloud directly supports the application with higher performance, more flexibility and high availability. This segment is dominated by the VMware vCloud service provider ecosystem.
Google's service apes AWS in that it explicitly offers no availability guarantees, and existing applications are not invited to the party: the service is designed for start-up developers writing new applications. Ideally, its customers will deploy many instances of a few base VMs, following the patterns of Zynga and Netflix.
So welcome, Google, to the IaaS market it's great to see some well-financed competition for AWS in the raw VM segment."
Translation: Lodge is trying his hardest to distance VMware vCloud away from the emerging Amazon Web Services-Google Compute Engine war. Lodge even took a jab at the existing Google App Engine business, before trying to shift the conversation to Big Data opportunities -- claiming that VMware efforts like Serengeti (Hadoop on virtualized infrastructure) will empower developers and partners.
In a parting short, Lodge said customers have an inability to leave behind existing applications -- an unspoken jab at Google Compute Engine. Then he said the vCloud API has inspired more than 125 certified public vClouds in 26 countries, offering compatibility with customers' existing applications.
Is Lodge spot-on -- or is he concerned about potential Google Compute Engine competition? Perhaps the answer is both.