Lessons from the VMwars – nothing virtual about the Broadcom vs Tesco slugfest
Never get involved in a land war in Asia. Also, don't pick a contract fight with a monster of the art
The visible and aggressive actions by Broadcom in leveraging its acquisition of VMware are creating immediate and tangible disruptions in the enterprise software and IT infrastructure market.
This event highlights the increasing power of foundational technology providers and the vulnerability of enterprises to monopolistic practices, impacting IT budgets, vendor lock-in, and operational stability.
The competitive landscape for enterprise virtualization and infrastructure software is rapidly consolidating, forcing customers to re-evaluate their entire architecture and vendor relationships under duress.
- · Broadcom
- · Hyperscalers (alternative cloud providers)
- · Open-source virtualization alternatives
- · VMware customers (especially large enterprises)
- · Other enterprise software vendors (due to reduced customer spending capacity)
- · IT departments struggling with migration
Enterprises face increased costs and operational complexity migrating away from VMware or accepting new Broadcom terms.
This pressure could accelerate the adoption of alternative virtualization solutions, including cloud-native approaches or open-source platforms, impacting the traditional on-prem software market.
It might lead to increased regulatory scrutiny on M&A activities in critical infrastructure software sectors, aiming to prevent similar market dominance and predatory practices.
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Read at The Register