Broadcom’s CEO, Hock Tan, emphasized the importance of private cloud and private AI at the recent VMware Explore conference. He highlighted the significance of enterprises maintaining control over their own data and staying on-premises for security.
Enterprise customers are expressing concerns about VMware’s future direction and product roadmap following Broadcom’s acquisition. Analysts stress the need for continued innovation and a focus on integration and user-friendly design to ease adoption for customers.
With some customers feeling uneasy about VMware’s changes under Broadcom, alternative platforms like Scale Computing, Nutanix, and Oxide Computer are gaining traction. Scale Computing reported a surge in sales, attributing it to Broadcom’s alterations to VMware’s sales operations.
