>Many large companies with their own datacenters are running off of bare metal, and this will be the trend going forward.
And on top that bare metal is ESXi. Not all companies run cloud services or large web-apps. Most run Exchange, database servers, SharePoint, CRM or ERP systems. For these companies virtualization is a way of saving rack space, while getting the benefits of redundancy, failover and the ability to quickly spin up a new server.
AWS is barely in the same business as vmware, even though Amazon would like to convince us otherwise. AWS is simply not an option for a ton of companies that don't want their data leaving their premises.
Vmware could have a nice niche business just making ESXi, but I doubt their management want to be a niche business.
And on top that bare metal is ESXi. Not all companies run cloud services or large web-apps. Most run Exchange, database servers, SharePoint, CRM or ERP systems. For these companies virtualization is a way of saving rack space, while getting the benefits of redundancy, failover and the ability to quickly spin up a new server.
AWS is barely in the same business as vmware, even though Amazon would like to convince us otherwise. AWS is simply not an option for a ton of companies that don't want their data leaving their premises.
Vmware could have a nice niche business just making ESXi, but I doubt their management want to be a niche business.