THE BALKANIZATION OF VIRTUALIZATION WILL DE-THRONE VMWARE, WHICH DOESN'T MIND A BIT

Summary from the TLDR IT newsletter

Broadcom's strategy will gradually end VMware's dominance of server virtualization as customers move workloads to alternatives, while VMware focuses on a smaller base of lucrative users adopting VMware Cloud Foundation. Three deadlines (November 22, 2026, March 31, 2027, and October 11, 2027) are expected to accelerate exits, although rivals generally acknowledge that VMware remains technically difficult to match.