I find it more interesting to think about what this agreement means for VMware. My impression is that for new deployments of private clouds the obvious excluded will be VMware: why would you want to use a proprietary set of API incompatible with anything else else out there? Given the option, why should a CIO chose to setup a private cloud that supports a standard that is also available on a public cloud?
Suddenly, I feel that VMWare has become legacy, maybe still a profitable one but one that has more chances to die sooner than Oracle’s legacy database business. What do you think?