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Broadcom Just Posted Record Earnings. Here’s What They’re Not Telling You.
Broadcom reported earnings this week. Record revenue. $19.3 billion in Q1. VMware bookings exceeding $9.2 billion in total contract value.…
Field Notes From Enterprise VMware Teams After Broadcom
Two years after Broadcom’s acquisition of VMware, the conventional wisdom around what’s happening feels rather binary: companies are either leaving wholesale or not making a change…
VMwhere? How Enterprises Decide What Moves Off VMware and Where It Goes Next
Two years into VMware’s Broadcom era, most enterprises aren’t asking whether they are leaving. They’re trying to answer a more operational question. What can move safely this year, what has to wait,…
The VMware Decision Window: Waiting Is Getting More Expensive
Most enterprises did not respond to the Broadcom acquisition with a clean exit. In fact, they’re still working through their response, most often through phased…
Convergence in 2026: 5 takeaways from Kyle Campos’ Forbes piece (and what to do next)
The last decade of cloud was defined by acceleration. Faster releases, faster scaling, faster everything. But speed also compounded complexity,…
Bill-Accurate Kubernetes Cost Allocation, Now Built Into CloudBolt
CloudBolt is introducing granular Kubernetes cost allocation directly within the platform, now available in private preview. This new capability delivers…
KubeCon 2025: Three Things This Year’s Conversations Told Me About Kubernetes Optimization
One of the most interesting things about going to KubeCon every year is how familiar the conversations about resource management still are. I’ve been…