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What Kubernetes Reveals About the Next Phase of Cloud Cost Management
Cloud cost management is maturing. For years, cloud cost management focused on visibility: getting bills under control, understanding which services drove…
Build Optionality: The Capabilities That Keep VMware From Dictating Your RoadmapÂ
Most VMware transition plans still start with the same question: where are we moving? It’s a reasonable place to start, but…
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 BroadcomÂ
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 NextÂ
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 ExpensiveÂ
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,…
