This should not be a surprise to anyone. The whole "Insieme is an SDN play" shpiel is a smokescreen.
Consider the people behind Insieme, and their track record: Crescendo, Andiamo, Nuova were all switching companies, each with their own little twist, and the guys running the show are hardware guys.
The Insieme guys are building the platform that will replace the Cat6k and the Nexus 7000, but if Cisco were to say this in public, they would admit that the Nexus 7000 is a dead-end platform, and that they can't build the next-gen switch internally.
Would you want to be the guy to deliver that message to customers, shareholders, and the Nexus 7000 team? Me neither.
Instead, they cherry-pick their buddies, form an "SDN spin-in", and do what they do best: build switch hardware, and slap software (NX-OS, from the looks of it) on it.
By the way, Insieme now has a website: www.insiemenetworks.com