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VMware Partners With Docker, Pivotal And Google To Bring Container Support To Its Platform

VMware today announced that it is partnering with Docker, Google and Pivotal to bring support for Docker containers to its platform.  In addition, the company said that it will work …

TechCrunch Frederic Lardinois

Context & Ripple Effects

For a routine-sounding infrastructure partnership, this one traveled unusually wide: Docker's own blog and Google's Cloud Platform blog carried the announcement alongside Gigaom, ZDNet, The Register and eWeek, meaning two of the three named partners were actively amplifying it on launch day. That breadth signals the deal matters to more than VMware's press cycle.

The substance is that VMware is bringing Docker container support onto its platform with Docker, Google and Pivotal as partners. For a company whose franchise is selling virtualization, formally hosting containers is a defensive embrace — better to be the substrate containers run on than the layer they route around.

First-order effects

  • Docker containers gain a vendor-supported path onto VMware's installed virtualization base, letting enterprises run containerized applications alongside existing VM workloads without standing up separate infrastructure.
  • Google and Pivotal get their container tooling positioned inside VMware's enterprise footprint, with each partner publicizing the arrangement through its own channels on day one.

Second-order effects

  • Competing virtualization and operating-system vendors now face pressure to match first-class Docker support in their own stacks, making container compatibility table stakes rather than a differentiator.
  • As containers abstract workloads away from individual virtual machines, pricing leverage begins shifting toward whoever controls the management and orchestration layer above the hypervisor.

Third-order effects

  • If containers keep decoupling applications from virtual machines, VMware's per-VM economics come under structural pressure unless it owns the layer above — this partnership reads as the opening move in that repositioning.
  • With incumbents across the stack signing on one by one, expect consolidation around common container standards, since every vendor now has an interest in containers running anywhere.

The trend: Virtualization incumbents are absorbing container technology as partners rather than fighting it, shifting value up the stack from hypervisors to orchestration and management.