VMware to lose 35 percent of workloads in three years – some to its friends at ‘proper clouds’

More than a third of workloads currently running under VMware will run on another platform by 2028, with its own trusted hosting partners pushing some customers to make the move.

So says Gartner research VP Julia Palmer. On Wednesday at the analyst firm’s Symposium event in Australia, Palmer pointed out that the Broadcom business unit recently tweaked its licensing program so that hyperscalers can no longer sell VMware subscriptions to users of their hosted VMware services. Customers must instead buy direct from Broadcom and use license portability entitlements for any VMware infrastructure they host in hyperscale clouds.

We are all addicted to hypervisors. That needs to change

Palmer said that decision shows VMware does not consider hyperscalers strategic partners, and she thinks the feeling is mutual. Hyperscalers nevertheless welcome customers who use them to run VMware workloads “because they know over time they will convert you to ‘proper cloud ...