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S1, E9 - Is this the end of VMWare?
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Broadcom's acquisition of VMware has created uncertainty among many, leading some to explore alternatives. Broadcom has shifted from perpetual licensing to a subscription model, with significant price increases. Layoffs have occurred, and the company plans to divest some assets. VMware partner agreements are being canceled, requiring reapplication for partnership. Broadcom's focus on global enterprise systems raises questions about support for coops and local governments. The free version of ESXi is discontinued, while other VMware offerings undergo restructuring. Broadcom intends to halve VMware Cloud Foundation offerings to encourage migration. The move away from VMware products prompts consideration of alternatives like Microsoft's Hyper-V, Scale, Nutanix, and open-source tools. Investors are eyeing potential returns following Broadcom's stock increase. CEO Hock Tan emphasized VMware's hardware and cloud agnostic approach. VMware Cloud Foundation facilitates seamless operation across various environments, supporting hybrid multi-cloud setups.
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