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VMware's virtualization dominance to end by October 2027 amid Broadcom shift

VMware is projected to lose its dominant position in the virtualization market by October 2027, following its acquisition by Broadcom. Broadcom has indicated a focus on a smaller subset of VMware's original customer base, specifically those requiring VMware Cloud Foundation (VCF). This strategic shift, coupled with expiring contracts and support deadlines for VCF 8, is prompting many customers to seek alternative virtualization platforms. While some partners are moving clients to other solutions, others are experiencing frustration with Broadcom's approach, though innovation in traditional server virtualization is expected to stagnate. AI

RANK_REASON Analysis piece discussing market shifts and strategic decisions of companies.

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VMware's virtualization dominance to end by October 2027 amid Broadcom shift

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COVERAGE [1]

  1. The Register — AI TIER_1 English(EN) ·

    The balkanization of virtualization will de-throne VMware, which doesn't mind a bit

    The real fight is who wins the most AI and K8s workloads