Two years ago, Broadcom finished its $61 billion acquisition of VMware and immediately started burning the old world down. Price hikes of 150% to over 1,000%. Perpetual licensing gone. 168 products gutted to four bundles. Lawsuits. Audit letters...
Two years ago, Broadcom finished its $61 billion acquisition of VMware and immediately started burning the old world down. Price hikes of 150% to over 1,000%. Perpetual licensing gone. 168 products gutted to four bundles. Lawsuits. Audit letters with three-day deadlines. The enterprise IT world lost its mind.
So where did all the pieces land?
In this video, I'm doing a full two-year retrospective on the VMware fallout. Broadcom's financials, the winners, the specialists, the newcomers, and the one uncomfortable truth nobody wants to say out loud: Broadcom actually won. But in doing so, they accidentally restarted an entire industry that had stopped competing.
I cover:
• Broadcom/VMware — the financials and what the strategy actually was
• Nutanix — the clearest commercial winner so far
• Red Hat OpenShift — 417% VM growth and the container angle
• Proxmox — what's changed, what hasn't, and why I'm still critical
• Scale Computing — edge wins, acquisition concerns
• VergeIO — the one that genuinely surprises me
• XCP-ng — the principled open-source pick
• HPE Morpheus VM Essentials — new contender, interesting pricing model
• Citrix XenServer, OpenStack, Oracle, Microsoft Hyper-V — the rest of the field
Two years in, you have more and better choices than you've had in a long time. Let's talk about what that actually means.
*TIME STAMPS!*
0:00 | Intro
0:42 | Part 1: Broadcom/VMware
3:32 | Part 2: The Winners
3:51 | Nutanix
5:05 | Red Hat OpenShift
5:59 | Proxmox
7:47 | Part 3: The Specialists
8:02 | Scale Computing
8:52 | VergeIO
9:53 | XCP-ng
11:20 | Part 4: The Newcomers
11:31 | HPE VM Essentials
12:36 | Citrix Xen Server
13:09 | OpenStack
14:05 | Hyper-V
15:25 | Part 5: The Verdict
17:42 | Closing!
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