"During Gartner's event, Palmer posited that Broadcom's VMware doesn't view hyperscalers as strategic partners and vice versa. AWS took issue with Broadcom disallowing AWS and its channel partners to resell VMware Cloud on AWS, telling CRN in May 2024 that it was "disappointed" by the news. Still, hyperscalers, including AWS, have remained interested in doing business with VMware end users "because they know over time they will convert you to 'proper cloud,'" Palmer said."
"Palmer also offered opinions on VMware migrations, which companies have described to Ars as being costly and time-consuming, especially for organizations that have limited manpower or are managing other big IT projects. Considering the lack of true VMware competitors, Palmer recommended partial migrations, which she said should take less time (up to a year) than total migrations, (which she pegged as taking at least three years)."
Palmer asserted that Broadcom-owned VMware and hyperscalers do not view each other as strategic partners, with AWS publicly expressing disappointment over Broadcom blocking AWS and its channel partners from reselling VMware Cloud on AWS. Hyperscalers continue engaging VMware customers because they expect to migrate workloads to native cloud over time. Palmer said migrations are costly and slow for resource-constrained organizations and recommended partial migrations that can take up to a year, versus full migrations that may take at least three years. Palmer warned that dependence on hypervisors must change. Broadcom's VMware-driven infrastructure software revenue rose 25 percent year over year to $6.6 billion through subscriptions, bundles, and higher pricing.
Read at Ars Technica
Unable to calculate read time
Collection
[
|
...
]