Industry analyst Kurt Marko with Marko Insights says Cloud Foundation is the natural evolution of VMware’s software products coming together into a single product. One advantage Microsoft could have over Cloud Foundation is that Microsoft’s Azure Stack is compatible with its Azure public cloud; VMware will be linking Cloud Foundation with IBM’s public cloud. “It will depend on how tight that integration is,” Marko says.
The moves by VMware and Microsoft are important in the cloud market because IaaS cloud leader Amazon Web Services does not offer an AWS on-premises private cloud option. VMware and Microsoft are looking to capitalize on that opportunity.
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