As of today, EMC Corporation is no longer an independent company. Who thought we would see this day? From now on, EMC is simply a brand for parts of Dell’s Infrastructure Solutions and Services businesses. This marks a major shift in the enterprise storage world, for IT, and perhaps for American business in general.
As Iâ€™ve written about what Iâ€™m calling the â€œRack Endgameâ€, the specter of converged infrastructure hasnâ€™t been far from my thoughts. As others have pointed out, disaggregation of servers, networks, and storage doesnâ€™t require a rack-sized stack; it can exist in a rack-mountable chassis and is already on sale!
Industry watchers like me have long wondered when Cisco will transform itself into a full-line IT infrastructure vendor. This strategy was tipped in 2009 as Cisco barged into the server market with UCS. But one leg of the stool is still missing: Storage remains the province of Cisco partners like EMC and NetApp.
We were never able to achieve storage virtualization in mainstream enterprise IT because we lacked the ability to identify and move data non-disruptively. This has been solved by caching and distributed storage solutions, and it’s only a matter of time before the legacy need for centralized storage falls away.
Cisco UCS has taken the server market by storm, with some analysts saying it’s the “Apple” of the market, taking the majority of the profits with lower market share. Although UCS hasn’t evolved as quickly as some competitors, that’s all set to change this week with a new Cisco launch. Join me, Tech Field Day, and Cisco for the UCS “Grand Slam” event in New York and see what’s next!