So here's the thing...
For more than 15 years now I have been making the observation that for any new technology, the immature (stupid) phase is the ‘appliance’ phase. When was the last time any of us asked for a ‘NAS appliance’? (not counting the sub-$1,000 market on Amazon)
The mature phase of NAS happened when the software stack was disaggregated from the hardware, and likewise, historically disaggregation ALWAYS wins in the end. Like the old saying goes, customers want to ‘date’ their hardware vendors but want to ‘marry’ their software vendors. Once the ‘gee-whiz’ factor wore out and customers realized that NAS is a relatively simple software stack that runs on any server, nobody liked the hardware lock-in that is represented in the case of the NAS appliance.
We’re seeing this play out again in the crashing-and-burning of Nutanix, the poster-child for the 'appliantization' of HCI.
Now, as customers are figuring out Hyper-converged technology, realizing that its JUST SOFTWARE that runs on ANY hardware, here comes desperate Nutanix as a software-only stack…
Good news for customers is that the market preference for the disaggregated HCI model is clearly starting to emerge. It would seem that companies who have been selling the disaggregated model of HCI are in the catbird seat.
Told you so ;-)