At VMWorld this week I realized what is missing in vmware's offering. To make the hybrid cloud model compelling they have to run their own cloud data centers. Working with partners who don't understand the customer and want to upsell their idea of cloud (which in my experience is outsourcing) is just not working. I have not gotten a confirmation from vmware on any plans of doing this - but when asked I also didn't get a denial. So lets see. Pat Gelsinger comes from a company that knows how to run massive data centers.