If you have a team that is struggling building an internal cloud with all this control (and problems) and all this commodity hardware (and its problems) then maybe they would be happy to switch to something that just works.
> And "enterprise" type companies are going to have issues with certification I would have thought -- will RedHat, Microsoft, SAP, Oracle, etc certify their supported products on top of this hypervisor? Seems like a difficult and expensive process.
If that was the case and nobody running any of these would run their rack, then I wouldn't think they would not have received any funding. But I don't know enough about these certification process to really comment.
> Companies that support their own virtual machine software but don't support their own hypervisor and don't like what's available from vmware or Microsoft or RedHat
Non of these come with a fully integrated rack.
The competition would be somebody willing to buy a rack of Dell servers with VMWare software. Or somebody willing to buy a rack of Dell server and then use RedHat and set up all their own cloud style infrastructure.