The discussion around VMware has rarely stood still in recent months. Since the acquisition by Broadcom, the market’s focus has shifted to licensing, partner tiers, and distribution. That is understandable. For many organizations and service providers, VMware is a crucial part of their infrastructure.
At the same time, the discussion touches on broader developments in the IT landscape. Dependence on large American technology companies is increasingly becoming a topic of conversation. Governments and organizations are taking a more critical look at issues such as data sovereignty, legislation, and geopolitical dependencies.
In addition, changes in the partner landscape are creating uncertainty. New licensing models, adjusted partner structures, and changing access to technology are forcing organizations to reconsider how their infrastructure should be organized in the coming years.
Yet one fundamental reality has hardly changed: VMware remains deeply embedded in most enterprise and service provider environments. For many organizations, an alternative in the short term is simply not realistic. With a horizon toward 2027, there is time to make decisions—but no room for panic migrations or rushed choices.
This shifts the question from ideological to practical: how do we ensure that existing environments continue to run stably while the market evolves?