Nutanix is working on a technology that would allow businesses to easily rip and replace VMware's flagship product, known as a hypervisor, with an alternative homegrown hypervisor created by Nutanix.
Easy "rip and replace" is the holy grail in enterprise software. It is so difficult to change infrastructure software like a hypervisor that companies get "locked in," ultimately paying increasingly more for the software over time. In VMware's world, this is called a "vTax."
The competition between the two became really ugly last month when Nutanix helped VMware lose a $1.6 billion contract with The U.S. Department of Defense.