21min chapter

Breaking Analysis with Dave Vellante cover image

Assessing Broadcom VMware Eight Months On

Breaking Analysis with Dave Vellante

CHAPTER

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.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode