This BriefingsDirect guest post comes courtesy of Jason Bloomberg, president of ZapThink, a Dovel Technologies company.
By Jason Bloomberg
Combine the supercharged
cloud computing marketplace with the
ubergeek cred of the
open source movement, and you’re bound to have some
Mentos-in-Diet-Coke
moments. Such is the case with today’s
cloud service orchestration (CSO) platforms. At this moment in time, the leading CSO platform is
OpenStack. Dozens of vendors and cloud service providers (CSPs) have piled on this effort, from
Rackspace to
HP to
Dell, and most recently,
IBM has announced that they’re going all in as well. Fizzy to be sure, but all Coke, no Mentos.
Then there are
CloudStack,
Eucalyptus,
and a few other OpenStack competitors. With all the momentum of
OpenStack, it might seem that these open source alternatives are little
more than also-rans, doomed to drop further and further behind the
burgeoning leader. But there’s more to this story. This is no techie
my-open-source-is-better-than-your-open-source battle of principle, of
interest only to the cognoscenti. On the contrary: big players are now
involved, and they’re placing increasingly large bets. Add a good
healthy dose of Mentos – only this time, the Mentos are
money.
Understanding the CSO Marketplace
Look around the
infrastructure-as-a-service (IaaS) market. Notice that elephant in the corner? That’s
Amazon Web Services (AWS). The IaaS market simply doesn’t make sense unless you realize that AWS essentially invented IaaS. And by
invented, we mean
actually got it to work.
Which if you think about it, is rather atypical for most technology
vendors. Your average software vendor will identify a new market
opportunity, take some old stuff they’ve been struggling to sell, give
it a nice new coat of PowerPoint, and shoehorn it into the new market.
If customers bite, then the vendor will devote resources into making the
product actually do what it’s supposed to do. Eventually. We hope.
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Bloomberg |
But AWS is different.
Amazon.com is an online reseller, not a
software vendor. They think more like Wal-Mart than IBM. They figured
out elasticity at scale, added customer self-service, and christened it
IaaS. Then they grew it exponentially, defining what cloud computing
really means. Today, they leverage their market dominance and economies
of scale to continually lower prices, squeezing their competitors’
margins to nothing. It worked for Rockefeller’s Standard Oil, and it
works for Wal-Mart. Now it’s working for Amazon.
But as with any market, there are always competitors looking to carve
off a bit of opportunity for themselves. Given AWS’s dominance,
however, there are two basic approaches to competing with Amazon: do
what AWS is doing but try to do it a bit better (say, with
Rackspace’s
promise of better customer service), or do something similar to AWS but
different enough to interest some segment of the market (leading in
particular to the enterprise public cloud space populated by the likes
of
Verizon Terremark and
Savvis, to name a few).
And
then there are the big vendors like HP and IBM, who not only
offer a range of enterprise software products, but who also offer
enterprise data center managed services and associated consulting. Such
vendors want to play two sides of this market: they want to be public
cloud providers in their own right, and also offer “turnkey” cloud gear
to customers who want to build their own private clouds.
Enter
OpenStack. Both of the aforementioned vendors as well as the smaller
players realize that piecing together their own cloud offerings will
never enable them to catch up to AWS. Instead, they’re joining forces to
build out a common cloud infrastructure platform that supports the
primary capabilities of IaaS (compute, storage, database, and network),
as well as providing the infrastructure platform for platform-as-a-service (PaaS) and Software-as-a-Service (SaaS)
capabilities down the road. The open source model is perfect for such
collaboration, as the
Apache license allows contributors to take the shared codebase and build out whatever proprietary add-ons they like.
Most challenging benefits
Perhaps
the most touted, and yet most challenging benefits of the
promised all-OpenStack world is the holy grail of workload portability.
In theory, if you’re running your workloads on one OpenStack-based
cloud, you should be able to move them lock stock and barrel to any
other OpenStack-based cloud, even if it belongs to a different CSP.
Workload portability is the key to cloud-based failover and disaster
recovery,
cloud bursting, and multi-cloud deployments. Today, workload portability requires a single proprietary platform, and only
VMware offers such portability.
AWS offers a measure of portability within its cloud, but will face
challenges supporting portability between itself and other providers. As
a result, if OpenStack can get portability to work properly,
participating CSPs will have a competitive lever against Amazon.
Achieving a strong competitive position against AWS with OpenStack is
easier said than done, however. OpenStack is a work in progress, and
many bits and pieces are still missing. Open source efforts take time to
mature, and meanwhile, AWS keeps growing. In response, the players in
this space are taking different tacks to build mature offerings that
have a hope of carving off a viable chunk of the IaaS marketplace:
CSO Wild Card: CloudStack
There are several more players in this story, but one more warrants a discussion:
Citrix.
The desktop virtualization leader had been one face in the OpenStack
crowd, but they suddenly decided to switch horses and take a contrarian
strategy. They ditched OpenStack, took their
2011 Cloud.com acquisition
and donated the code to CloudStack. Then they switched CloudStack’s
licensing model from
GNU (derivative products must be licensed under
GNU) to
Apache (OK to build proprietary offerings on top of the open
source codebase), and subsequently passed the entire CloudStack effort
along to the Apache Foundation, where it’s now in incubation.
There are far fewer players on the CloudStack team than OpenStack’s,
and its core value proposition is quite similar to OpenStack, so on
first glance, Citrix’s move raises eyebrows. After all, why bail on the
market leader to join the underdog? But look more closely, and it seems
that Citrix may be onto something.
Citrix’s open source cloud strategy is not all about CloudStack. They’re also heavily invested in Xen.
First, Citrix’s open source cloud strategy is not all about CloudStack. They’re also heavily invested in
Xen.
Xen is one of the two leading open source virtualization platforms, and
provides the underpinnings to many commercial virtualization products
on the market today. Citrix’s
2007 acquisition of XenSource positioned them as a Xen leader, and they’ve been driving development of the Xen codebase ever since.
Citrix’s heavy investment in Xen bucks the conventional virtualization wisdom: since Xen’s primary competitor,
KVM
(Kernel-based Virtual Machine) is distributed as part of standard Linux
distros, KVM is the no-brainer choice for the virtualization component
of open source CSOs. After all, it’s essentially part of Linux, so any
CSP (save those focusing on Windows-centric IaaS) don’t have to lift a
finger to build their offerings on KVM. Citrix, however, picked up on a
critical fact: KVM is simply not as good as Xen. And now that Citrix has
been pushing Xen to mature for half a dozen years, Xen is a far better
choice for building turnkey cloud solutions than KVM. So they Citrix
combined Xen and CloudStack into a single cloud architecture they dubbed
Windsor, which forms the basis of their
CloudPlatform offering.
And
therein lies the key to Citrix’s contrarian strategy:
CloudPlatform is a turnkey cloud solution for customers who want to
deploy private clouds – or as close to turnkey as today’s still nascent
cloud market can offer. Citrix is passing on the opportunity to be their
own CSP (at least for now), instead focusing on driving CloudStack and
Xen maturity to the point that they can put together a complete cloud
infrastructure software offering. In other words, they are focusing on a
niche and giving it all they got.
The ZapThink Take
If this ZapFlash makes comprehending the IaaS marketplace look like
herding cats, you’re right. AWS has gotten so big, so fast, and their
products are so good, that everyone else is scrambling to put something
together that will carve off a piece of what promises to be an immense
market. But customers are holding the cards, because everyone knows how
AWS works, which means that everyone knows how IaaS is
supposed
to work. If a vendor or CSP brings an offering to market that doesn’t
compare with AWS on quality, functionality, or cost, then customers will
steer clear, no matter how good the contenders’ PowerPoints are.
But as with feline wrangling, it’s anybody’s guess where this tabby
or that calico is heading next. If anyone truly challenges Amazon’s
dominance, who will it be? Rackspace? IBM? Dell? Or any of the dozens of
other four-legged critters just looking for a warm spot in the sun? And
then there’s the turnkey cloud solution angle. Today, building out your
own private cloud is difficult, expensive, and fraught with peril. But
if tomorrow brings simple, low cost, low risk private clouds to the
enterprise, how will that impact the public CSP marketplace? You pays
your money, you takes your chances. But today, the safe IaaS choice is
AWS, unless you have a really good reason for selecting an alternative.
This BriefingsDirect guest post comes courtesy of Jason Bloomberg, president of ZapThink, a Dovel Technologies company.
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