"Palmer said that decision shows VMware does not consider hyperscalers strategic partners, and she thinks the feeling is mutual. Hyperscalers nevertheless welcome customers who use them to run VMware workloads "because they know over time they will convert you to 'proper cloud'." Which is one reason she expects VMware will lose so many workloads: Hyperscalers will use their engagements with VMware customers to extol the virtue of public clouds."
""We are all addicted to hypervisors, and that needs to change," Palmer said, not least because Broadcom's acquisition of VMware shows how lock-in to a virtualization platform can be costly. But she counseled against planning to move all workloads off VMware, as no rival vendor offers a superior platform and a full migration will take three or more years."
"Palmer said VMware users contemplating a move should consider Nutanix first. Although its prices are not much lower than Virtzilla's, its platform is comparable and the company offers powerful migration tools."
Gartner predicts more than a third of workloads currently on VMware will move to other platforms by 2028. Broadcom changed VMware licensing so hyperscalers can no longer sell VMware subscriptions for their hosted services; customers must buy directly from Broadcom and use license portability entitlements for hosted VMware infrastructure. Hyperscalers are likely to promote public cloud as they convert VMware customers over time. Broadcom's acquisition of VMware highlights the cost of virtualization platform lock-in. Full migration off VMware is not recommended because no rival offers a clearly superior platform and migrations can take three or more years. Customers should assess, modernize or re-platform suitable applications. Nutanix is recommended first; public clouds are another option.
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