In this 58-second video, The Six Five asks Hock Tan of Broadcom one question. "On the hardware side, will there be integration with the VMware hybrid cloud or multi-cloud products?" His answer is astonishing. He says no. He says that virtualization should be hardware agnostic. There is a diversity of hardware in the data center and virtualization should run on as many of it as possible. This might have been a good enough answer 25 years ago when virtualization was emerging. As long as 10 years ago Facebook and Amazon were getting custom chips made and putting them in their switches and routers to get a performance advantage as well as a cooling, and cost advantage. Meta gets chips from Broadcom now and builds their router. They are one of Broadcom's biggest customers. Apple is another of their biggest customers for custom chips. I guess VMware won't be. I used to be in IT. I managed servers. I was concerned with server performance. Servers back then had one CPU with one core. You were lucky to have one VM run on them. Now they have many CPUs each with many cores. You can run many virtual machines on them. If I found that one server gave me a big advantage over another I'd have bought it. The top hardware vendors (HPE, DELL, Lenovo) include VMware virtualization as an installable option on their servers. Some of them took this off, I heard, due to the uncertain pricing situation with Broadcom. The VMware hybrid cloud and multi-cloud products include VCF, Edge Compute, and SD-WAN. VCF includes server virtualization products. The other products are software stacks. They run on common hardware. They were orderable on Dell. Sure, customers want a choice of hardware and don't want to be locked in, however, if they had the option to get this software installed as an appliance on fast hardware with a custom chip from Broadcom they would probably be all over it. Security software has come pre-installed on an appliance for decades (Sonicwall, Bluecoat, Palo Alto, Fortigate). If you think about it the operating systems in routers and switches (Cisco, Juniper, Arista) are software running on custom hardware. Some of them have made white box versions of their OS, so it works both ways. So in one way, he's right, you don't want to lock out a customer's choice of hardware, but on the other hand, you want your software to have a performance advantage over the competitors by offering it on hardware with custom chips. If Broadcom can make chips for Meta and Apple why can't they make chips for VMware? #broadcom #vmware, #security #sdwan #sase #virtualization #cisco #juniper
🎥 The Six Five Media hosts Daniel Newman and Patrick Moorhead welcome Hock Tan, President and CEO of Broadcom, for a discussion on the VMware acquisition and how — with continued #innovation – the combined company will deliver more value for customers and partners. Watch the full video: https://bit.ly/47BGSPi
Rohit Kasture
7mo
Please check the IBM story of locking customers to HW and SW. Freedom is the key for customers to choose VMware solutions, freedom from HW, freedom from Hyperscalers, freedom from. geography, freedom from Skill gaps and much more!
Product Marketing Specialist
7moIt's now confirmed that Dell is not selling VMware and their server virtualization is no longer an installable option on Dell servers, https://finance.yahoo.com/news/dell-terminates-agreement-vmware-broadcom-221000797.html