I’m new on this board, so I may have missed some earlier discussions.
Here’s what I think is a good link on HCI https://www.zdnet.com/article/what-hyperconvergence-is-how-i…
The end goal of HCI is the SDDC, which consists of three legs: virtual compute, virtual storage and virtual networking. Virtual compute is established technology. So is virtual storage, although a little less so. There’s a lot of competition in both as it is being commodotized. As far as I know, only VMware has virtual networking pat down with NSX and the likes of Cisco, Microsoft and a few smaller companies playing catch-up.
With the one important leg missing, how is Nutanix going to stay competitive long term? Especially when competing in the hybrid-cloud and cross-cloud space.
Mark