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
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner