alt Hacker News>Broadcom's "strategy" is absolutely baffling to me.
I know plenty of Enterprise customers who cannot move easily and just renewed 3 year VMware licenses for their cluster at insane rates. They are planning on moving but I'd be shocked if they complete it. $LastCompany had VMware footprint I know will be very difficult to move off, deployments, monitoring, backups were all dependent on VMware. There are plenty of US Government entities who are not even considering it at this time.
Also, Broadcom has slashed expenses so I wouldn't be shocked if profit margins are crazy. This article: https://www.theregister.com/software/2025/03/07/bulk-of-big-... indicates over 1 Billion additional revenue per quarter
If you look deeper into the migration article, it's pointed out that they are already facing migration challenges. I wouldn't be shocked if 3 years later, there are some workloads still running on VMware, you can't easily get them off and just renews insane licensing cost for much smaller hardware footprint.
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Yeah I'm at a place that is kind of sucking it up, but there is a work-stream to move more stuff into the cloud and another work-stream to move more stuff on-prem but Kubernetes running on bare-metal. There's also work to stop using some component of VMware as well.
The extortionate renewal rates I saw as a gift from Broadcom. It made it very easy to price the risk of doing nothing and be sure that the cost of outages during and immediately post-migration would be lower. (Yes, we had a few, due to obscure drivers issues or an app that really wanted a specific CPU or chipset or virtual NIC, and they cost us less than 10%, probably closer to 5%, of what the proposed renewal would have cost.)