Top dog Dell Technologies and second-placed Nutanix have more than half the hyperconverged infrastructure (HCI) market cornered between them.
HPE, Cisco and Netapp all have a single-digit share and virtually no prospect of catching up.
According to Wells Fargo and IDC numbers, the HCI market was worth $1.23bn in the fourth 2017 quarter and $1.9bn in the fourth 2018 quarter – a 57.2 per cent rise.
Dell Technologies – the sum of Dell, EMC and VMware – had $460.3m in revenues in 4Q17 and $895.1m a year later, up 74.9 per cent.
Nutanix revenues in 4Q17 were $371.0m, and $576.2m in 4Q18.
Dell OEM'd Nutanix software with its XC series hardware, so a little double-counting is going on here.