
Assessing Broadcom VMware Eight Months On
Breaking Analysis with Dave Vellante
Navigating the Cloud Landscape Post-Broadcom
This chapter explores the transition in the CSP and MSP markets towards Apache Cloudstack as a viable competitor to VMware. It analyzes trends in spending, customer sentiments, and the shifting dynamics among major players like Nutanix and SUSE following Broadcom's acquisition of VMware. The discussion highlights the role of Managed Service Providers in adapting to new market demands and the potential impacts of AI developments on the industry.
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