[eyalm]

Cloud native/kubernetes race is just exploding.

RH strategy was mostly focused around OpenShift lately, which makes complete sense. Kubernetes is the next datacenter OS, just as ESX (and virtualization in general) was in the past 15 years and it's going to drive a radical shift in the enterprise IT world in the coming years. IBM (as an active member of the kubernetes community) see that huge opportunity and are doubling down on their efforts.

Any bets on the next player in this space to be acquired by an IT behemoth? Docker and Rancher both come to mind.

[raesene9]

Docker just took more funding, so it'll likely be a while, but yeah I'd say they're very likely to get acquired in the medium - long term.

Rancher haven't raised in a couple of years, so might be more prone to acquisition in the short term.

In general it lseems likely that as containerization has taken off over the last couple of years , larger players who missed the boat will be looking to make acquisitions to become more relevant in that space.

[xorcist]

Rancher desperately needs to find a niche.

Docker seems to be determined to strike it out on their own. The implications of Kubernetes takes time to materialize, and they might well sell too late.

[techntoke]

Canonical will likely be acquired by Microsoft.

[cb504]

Interesting ... don't see it happening. The invested but never bought Cyanogen, so I could see them buying some stock but not buying the company.