What Is Dell’s Cloud Strategy?


Dell World 2015 DJ
Dancing to a different beat. A DJ warms up the crowd for the closing keynote of DellWorld15 (Photo: Justin Warren)

I spent a lot of time trying to figure out Dell’s cloud strategy at DellWorld over the past few days. I think I might have figured it out, but I’m not really sure.

The announcement during the opening keynote was surprisingly lacking in emphasis on the cloud agreement Microsoft is investing so heavily in Azure. I was not alone in being puzzled by this treatment of the only big news held back from the flurry of announcements the day before.

In order to get some clarity, I spent a lot of time talking to Dell executives about who their target customers are, and what their vision of the future looks like.

Speaking Different Languages

I discovered that Dell is talking about cloud, but it’s not the way that cloud native people talk about cloud. Confused? Precisely.

What I refer to as cloud native types are the ones who are firm believers in AWS and its version of public cloud. This is the world of developers, zero-state applications that scale horizontally, and NoSQL. It’s a brave new world that is all about apps and not about servers. The clouderati.

When enterprise customers of their own. It’s a redefinition of the market, and it makes certain assumptions about its structure over some assumed time period.