When will Google buy VMWare?

Google’s Chromebooks are starting to go mass-market. For those that don’t know, these are essentially laptops that only have a web browser on them. No Windows, no OS X or Linux. To many people, this seems ludicrous. You need apps, right? You need data?

The truth is, the majority of people already only use browser “apps”, which we used to call “websites”. Google has been leading the charge on this, by pushing the envelope on in-browser apps with Google Docs and the Chrome App Store. There are other players too, Apple is training people to buy apps, and not worry about having to reinstall them when your hardware fails. DropBox is training people to sync everything. Amazon is training people to have virtual CD shelves. Steam is training people to have virtual game libraries. Citrix and LogMeIn are training people to work on remote desktops, and so on.

These are all coming together to get people to the point where we basically go back to dumb terminals. Your computer is nothing more than a local node on the network. That, however, is not the interesting part, people have been saying that for years.

The interesting part, to me, is that it’s not actually going to be the typical early adopters going there first. My girlfriend’s computer literally has nothing on it. She only uses browser apps and iTunes, which is connected to our NAS where her photos are also stored. She uses GMail, Facebook, Google Docs, etc. With the exception of syncing her iPod, which I have to assume someone will figure out how to do in the ChromeOS ecosystem, I’m not sure she would really notice any difference.

Now my computer(s) are a long ways from there. I’ve got development environments, SQL servers, mail servers, all sorts of infrastructure set up. I could certainly move to a remote desktop or a remote terminal on a server, but the change would be much more disruptive and not without some costs.

Along a different path, we’ve seen a long progression of advances in virtualization. I actually do most of my work in VMs now, for a number of reasons, but one of which is that I’m not dependent on a particular piece of hardware. If my laptop is destroyed or stolen, I’m back up to speed very quickly. The only thing I’d need to do is install VMWare, plug in my drive, and I’m good to go.

I think these two paths are going to meet up soon. I think ChromeOS is a way to get the low-demand computer users on board. If Google buys VMWare, they can come at it from the other end as well. I think VMs will get leaner while browsers get more robust, and we’ll end up with a hybrid of the two. A lightweight OS that is heavily network/app/web based? I wonder where Google would get one of those? Oh, right, they already did.

  • Vivek

    What you predicted back in 2011 has come true in 2014. Google and VMware have partnered up on chrome books.

  • Vivek

    On another note, do you think Google might have any strong motivations to acquire VMware?

  • Krishna

    Google’s Sundar Pitchai says it was server virtualization some years back and now it is the cloud and beyond – Has VMWare lost its charm ?

    Though Greene who founded VM Ware is now leading the GCP at Google – may be some acquisition as a merger is possible.