this post was submitted on 17 Apr 2024
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This is the best summary I could come up with:
Broadcom has blinked, and made a couple of changes to support VMware customers who don't want to move to its new software bundle subscriptions.
In a Monday post, Broadcom CEO Hock Tan restated his belief that VMware's portfolio was too complex, and too poorly integrated, for the virtualization giant to represent true competition for hyperscale clouds.
Broadcom's injection of R&D cash, he insisted, will see VMware's flagship Cloud Foundation suite evolve to become more powerful and easy to operate.
"As we roll out this strategy, we continue to learn from our customers on how best to prepare them for success by ensuring they always have the transition time and support they need," he wrote.
The other change is providing some ongoing security patches for VMware customers who persist with their perpetual licenses instead of shifting to Broadcom's subs.
Another reason for Broadcom's changes could be analyst firm Gartner predicting that that VMware's share of the hyperconverged infrastructure (HCI) market is set to plunge.
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