The Turbo radar sensed more disruption on the technology M&A front overnight.
Actually, it was my RSS feed reader, but hey, close enough for jazz.
VMWare, the virtualization technology provider owned by storage technology stalwart, EMC, bought Andreessen Horowitz-backed Nicira for $1.05 billion buckaroos.
Nicira is an open source software developer for network virtualization, and has been adopted by VMWare most likely for its development of “software defined data centers.”
Historically, data communications controls have been managed by proprietary software sold in combination with hardware (think Cisco, Juniper, etc.)
With Nicira, control functions are separated and moved down the stack, so to speak, so they can be run on a variety of servers and not just proprietary hardware.
According to Wall Street Journal’s coverage of the announcement, VMWare CEO Paul Maritz “predicts that nearly all of the hardware in current computer rooms will be replaced by software running on commodity-style servers.”
The software-defined data center. Veddy interesting.
It’ll be even more interesting to see how Cisco and the other networking hardware vendors respond…or not.