5 points
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Seems perfectly plain to me.
Broadcom owns VMware, which is sold through wholesale distributors, Ingram being among the biggest distributors is stopping distribution of VMware, basically because they claim to not make enough money on it. To which Broadcom says never mind, you’re not a very good distributor of our product anyway. And they prefer smaller more focused distributors.
And then the piece goes on about how Broadcom makes more money on VMware than before it was owned by Broadcom, and how Broadcom is now a trillion dollar company, because they expect to make a shitload on AI by 2027.
2 points
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