#cloud-migrations

#cloud-migrations

CEO Mike Cannon-Brookes used the company's Thursday earnings call to reveal Atlassian now has five million users of its Rovo agentic AI offering and suggested that investors in the company might worry that costs would blow out as a result. "We're able to deliver those five million Rovo seats and continue to improve gross margin," he reassured. "That's a huge achievement on behalf of our engineering teams, but it shows that we can manage those AI costs inside for the vast majority of customers."

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.