VMware Meets The Physical Network — What If?
It’s not uncommon to hear that VMware might acquire Cumulus. Like others, it’s one acquisition that I’ve speculated about for a while. There is already an interesting dynamic between Cisco and VMware, but as both companies continue to go to market with their Software Defined Networking (SDN), or controller based solutions, VMware still needs to run over a physical data center network. The physical network market is still largely dominated by Cisco though. Does VMware want or need to control the physical network?
If VMware took their network strategy one step further and kept true to the Software Defined Data Center (SDDC), they would need a network operating system (NOS) that could run on approved hardware, e.g. hardware compatibility list (HCL). They need a bare metal (white box) switch company. Cumulus fits this build well because they are focused on creating open IP fabrics using tried and true protocols and already have their own HCL. They’ve also already partnered with VMware and support VXLAN termination on certain platforms. Continue reading