"This week IBM will announce the next generation of System z, the fastest and most scalable enterprise server in the industry. This server provides 40 percent more performance on a mix of workloads than the equivalent z10. Some workloads can achieve greater performance improvements such as Linux which has 60 percent better performance and 35 percent lower cost. This announcement is the foundation for IBM’s first System of Systems, which provides the capability to manage 10 times the virtual machines of VMWare by extending mainframe governance to our other industry leading technologies." - Mark Loughridge, Chief Financial Officer.
This is the first evidence yet that IBM are specifically going up against VMWare with zNext, positioning it as virtualisation technology but with the resilience of mainframe hardware. If it's half as good as the hype, the Wintel/VMWare model is in trouble.