Last week, I wrote a blog post "Why I've Lost Interest In Hyperconverged".
My argument, in a nutshell, was that the central value proposition for hyperconverged was taking cost out of infrastructure by consolidating less-important applications.
That creates two strategic problems for its vendors.
First, as it's all about saving money and not providing any relevant application-specific differentiation, all players will soon be in a race to the bottom: who can do the job for the least money?
Second, if the primary customer motivation is cost reduction, the next logical step would be to ship those virtualized clusters off to some sort of public cloud. Especially if it was super-easy to do so.
Basically, game over for on-premises vendors at that point. Once a workload has gone to the public cloud, there is precisely zero economic opportunity left for any of the familiar hyperconverged players because -- well -- none of them have a public cloud.
I'm going to use Oracle Ravello as just one example as to why I am resolute in my prediction that -- before too long -- the hyperconverged category will collapse into the black hole of commoditization and irrelevance.
And, as a special bonus, I'll arm you with a new buzzword to impress your friends: cloud hypervisor.