All things cloud are sure to be important topics next week at the VMworld user seminar, but VMware took things up a notch with plans to spend $4.2 billion to acquire cloud-development company Pivotal, and safety supplier Carbon Black.
Throughout its quarterly fiscal call VMware said it would spend about $2.7 billion on Pivotal and its own Cloud Foundry hybrid development technology and yet another $2.1 billion for Carbon Black, that includes its Predictive Security Cloud offering and other endpoint-security applications.
VMware had profound relationships with both businesses. Carbon Black technology a part of why VMware’s AppDefense end point safety product. Pivotal has a deeper relationship from that VMware and Dell, VMware’s parent company spun out Pivotal in 2013.
“These acquisitions address two crucial technology priorities of all businesses today — building modern, enterprise-grade applications and protecting enterprise workloads and clients. With these activities we meaningfully quicken our subscription and SaaS offerings and expand our capacity to enable our customers’ digital transformation,” said VMware CEO Pat Gelsinger on the call.
With respect to the Pivotal acquisition Gelsinger said the time was right to have the entire compute stack. “We are now uniquely positioned to assist customers build, run and manage their cloud surroundings and clients can go 1 place to find all of this technology,” Gelsinger said. “We embed the technology within our center VMware platform, and we’ll describe more about that at VMworld next week”
On the Carbon Black purchase, Gelsinger said he expects the technology to be integrated across VMware’s families including NSX networking applications and vSphere, the organization’s flagship virtualization platform. “Safety is broken and basically, customers need a different answer in the security space. We think this move will be an opportunity for major disruption.”
Patric Morley, president and CEO of Carbon Black composed of the deal:”VMware has a vision to create a contemporary security system for virtually any program, running on any cloud, delivered to any device — essentially, to build security into the fabric of this compute stack. Carbon Black’s cloud-native platformour ability to see and prevent attackers by leveraging the power of our rich data and behavioral analytics, and our profound cybersecurity experience are truly differentiating.”
VMware continues to be on a Huge buying spree this season which has included:
Avi Networks for multi-cloud program delivery solutions.
Bitfusion for hardware virtualization.
Uhana, a company that is employing deep real-time and learning AI in company networks and applications, to automate network operations and optimize application experience.
Veriflow, for network verification, assurance and troubleshooting.
Heptio for the Kubernetes technology.
Kubernetes integration is going to be a significant subject at VMworld, Gelsinger hinted. “You may hear quite particular announcements about how Heptio will be used.”
Other upgrades regarding where VMware vSphere and NSX-T are headed will also be hot topics.
Introduced in 2017, NSX-T Data Center applications is aimed at organizations looking to encourage multivendor cloud-native applications, bare-metal workloads, hypervisor environments and the growing hybrid vehicle and multi-cloud worlds. In February that the company anointed NSX-T since the company’s go-to platform for future software-defined cloud developments.
VMware is battling Cisco with its Application Centric Infrastructure, Juniper using its Contrail system along with many others such as Pluribus, Arista and Big Switch, and also the way NSX-T evolves will be crucial to that competition.
The latest news about vSphere was that VMware customers can now migrate non-vSphere, in addition to increased quantities of on-premises program workloads, to many different cloud services using a brand new release of their organization’s Hybrid Cloud Extension (HCX) application-mobility computer software. Launched in 2017, VMware HCX allows vSphere customers tie together on-premises systems and software with a number of cloud services.
The HCX announcement was part of VMware’s continued evolution into cloud technologies. In July the company teamed with Google to support VMware workloads in its own Google Cloud service, giving customers more choices for deploying enterprise applications.
Further news about that connection is likely at VMworld too.
VMware also includes a hybrid cloud partnership with Microsoft’s Azure cloud support . That bundle, called Azure VMware Solutions, which is developed on VMware Cloud Foundation, a package of the organization’s traditional compute-virtualization program vSphere with NSX community virtualization and VSAN software-defined storage area network product. The business is expected to update developments with that stage too.
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