Broadcom “preventing some vendors from selling products to us,” AT&T alleges.

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7 points

it seems AT&T may be interested in looking for alternatives to VMware?

https://xcp-ng.org/blog/2022/10/19/migrate-from-vmware-to-xcp-ng/

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2 points

They have a huge amount of machines. If I am remembering correctly it was something like 8,000 physical servers with a lot more VMs.

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7 points

I used to work for a major telecoms compass until recently, working on their VMWare stack and to say they are a major customer of VMWare is to put it mildly. The cost for VMWare has skyrocketed after the Broadcom deal, so while the team were gearing up for the next gen system utilising more tools from the ESXi stack, now that’s entirely abandoned and instead they’re tooling up to replace it. That’s over 500,000 VMs across a dozen or so datacenters. Broadcom’s actions may make them a lot of money in the next few years as their customers are forced to pay this huge hike, but it won’t last for long.

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4 points

Broadcom is not playing the long game. They will milk VMware and then dump it or dissolve the company.

Funny enough Broadcom is not doing so well right now (check there stock)

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