VMware and Broadcom - The Delay
I’ve been frustrated by the coverage of Broadcom’s deal for VMware. First, this deal is about maximizing VMware's efficiency and increasing profits. Most analysts are looking at it from that lens. When regulators see the deal, they look at it from the perspective of the Dell\EMC deal.
Remember Michael’s better-together promise? What did it take to fulfill that promise? VxRail and VMware, Cloud Foundation integration, is an excellent example of that promise fulfilled.
The question is whether that promise came at the cost to competitors such as HPE, Cisco, Lenovo, and SuperMicro.
The same concerns exist between VMware and Broadcom. If Broadcom was looking to innovate with VMware in the Data Processor Unit (DPU) market, competitors may be disadvantaged.
Ironically, I don’t think this was in the plans for Broadcom as they don’t seem to have been serious about DPUs beyond providing manufacturing for hyperscaler.
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