VMware.
for-profit maker of virtualization software, acquired by Broadcom Inc. in 2023
- Reports this week
- 3
- Active events
- 6
- Connections
- 88
What's happening
Active this week
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The tech sector saw NetApp announce end-of-life for SolidFire, Broadcom acquire VMware, Cisco face supply chain delays, and Cambridge launch VergeIO.Speculative1 report1 development inside
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VergeIO, a new competitor to VMware, has appointed Parag Patel as CEO and Zia Yusuf to its board, targeting customers affected by Broadcom's price increases.Some support1 report
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Broadcom announced high-value software integrations involving VMware and settled a dispute with AT&T over software support.Some support1 report
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Broadcom introduced HyperArmor, a new software solution designed to protect VMware Cloud Foundation's ESX Component Host Environment.Some support2 reports
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Apple relies on Qualcomm for wireless technology and Broadcom for chip commitments, while Broadcom expands its business model through the VMware acquisition.Some support1 report
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TDX technology is attracting cloud service providers who operate virtual machines.Some support1 report
Earlier this month
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VMware's infrastructure software business is leveraging advanced chip manufacturing to serve clients like Nvidia, Broadcom, and Alphabet, which is watched by Berkshire Hathaway.Some support5 reports
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The acquisition of VMware continues to pay off.Well supported27 reports4 developments inside
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Market growth is driving intense platform competition and adoption of workload management in cloud infrastructure.Some support1 report3 developments inside
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Ahead is leveraging VMware for cloud solutions while responding to changes in Broadcom's partner program.Some support1 report
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VMware's spin-off simplifies Dell's structure as Dell assembles NVIDIA GPU-based AI servers.Some support2 reports
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University of Melbourne utilized Oracle, EBS, and Hyperion systems in 2025.Well supported3 reports
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Broadcom's acquisition of VMware creates strategic risk, and NetApp validated its ONTAP platform for VCF 9.1 compatibility.Some support1 report
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Large banks are adopting VMware Cloud Foundation (VCF) for their long-term strategic infrastructure needs.Some support1 report
One to three months ago
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Lenovo and Dell are competing in the data center market and aiding partners affected by VMware platform fallout.Some support1 report
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Broadcom's acquisition of VMware is causing market shifts, leading Nutanix to gain business and expand storage support.Some support1 report
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VMware, Nutanix, Microsoft, and M-Files are leveraging their platforms to meet the growing demands for IT infrastructure modernization, AI, and enhanced security.Speculative1 report2 developments inside
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AMD, Nutanix, and VMware are capitalizing on AI trends and migration opportunities to drive company growth.Some support1 report
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NetApp announced on August 6, 2025, that its storage solutions are integrated with AWS to support VMware migrations via FSx for NetApp ONTAP.Well supported3 reports1 development inside
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Supermicro, Broadcom, and VMware are collaborating to integrate technologies for AI infrastructure management and provide a software-defined layer for hardware management.Some support2 reports
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Shenoy has been appointed Vice President of the VMware Cloud Foundation Division.Some support1 report
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VMware Cloud Foundation is being leveraged in integrated software stacks, utilizing AMD Instinct MI350-series graphics processors for AI solutions.Some support2 reports
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Red Hat discussed a VMware modernization opportunity, with Kevin Kennedy leading Red Hat's global partner ecosystem.Some support1 report
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Goldman Sachs and Katherine Murphy maintained Buy ratings for NetApp, which aids recovery using Azure NetApp Files for VMware environments.Some support1 report
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Rimini Street announced its specialization in providing third-party support solutions for enterprise software like VMware, Oracle, and Hyperion.Well supported9 reports1 development inside
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Rimini Street provides third-party support for Oracle, VMware, and SAP software for the Khimji Ramdas Group.Some support2 reports
Gone quiet
No new reports in 90+ days-
IEC seeks an enterprise-grade Privileged Access Management (PAM) solution.Some support1 report
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Rackspace announces expanded AI strategy through partnerships with VMware, AMD, Rubrik, and Apollo Global Management.Some support1 report
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VMware and CA Technologies are pivoting away from a deal-centric strategy.Some support1 report
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Platform9 announced a migration path away from legacy VMware infrastructure.Some support1 report
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Tesco is suing Broadcom over licensing costs as Tesco migrates away from the platform following Broadcom's acquisition of VMware in 2023.Some support1 report
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AI platforms are utilizing Claude Code to manage the VergeOS environment, which offers alternatives to traditional VMware licensing.Some support1 report
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A company headquartered in Palo Alto announced it bought 22,000 shares of Broadcom, expanding its revenue streams into infrastructure software.Some support1 report
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Sara Golbourn was appointed Chief Revenue Officer and gained experience at companies including OneTrust, VMware, and Cisco.Some support1 report
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VMware users are exploring migration options to Nutanix AHV, which was recently recognized as a leader in a Forrester evaluation.Some support1 report
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VMware is facing escalating costs and complexity regarding its licensing structure, involving Topgolf.Some support1 report
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Amazon announced on August 9, 2025, that Amazon EVS now allows customers to run VMware workloads on AWS.Some support1 report
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Yanbing Li was appointed to the Equinix Board and held senior product roles at VMware and Google.Some support1 report
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McNabb previously held senior roles at PROS, ScienceLogic, VMware, DXC Technology, and IBM.Some support1 report
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A startup, whose CTO served at the CIA, was acquired by Cisco, VMware, and Oracle, leading to executive changes.Some support1 report
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Avgo recently acquired VMware, with both companies being major players in market performance.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around VMware this week
News at the entities that move VMware most-
Broadcom StructuralBroadcom and Applied Optoelectronics object to the OKX-ICE tokenized stock listing, and Nasdaq opts out of the framework.Moves VMware
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Avgo StructuralAvgo's CEO made remarks while in Singapore on May 2, 2026.Moves VMware
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NetApp OperationalClockwork, a company providing solutions for GPU cluster failures, was founded based on research by Balaji Prabhakar.Moves VMware
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Ahead StructuralBank partners to award the AHEAD Program grant to support initiatives in the Yuba-Sutter region.Moves VMware
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Dell Technologies StructuralDell Technologies held a discussion at Dell Technologies World in Las Vegas, with broadcasts reaching North America audiences.Moves VMware
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Intel StructuralJapanese rivals have issued threats against American semiconductor firms.Moves VMware
Connections
The 29 strongest of 88, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Broadcom Structural
Broadcom acquired VMware in 2023, and VMware operates as an integrated subsidiary contributing to Broadcom's revenue and market presence.
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Nutanix Operational
VMware and Nutanix actively compete in the IT infrastructure market, with market displacements and migration shifts driving growth for both.
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Avgo Structural
Avgo acquired VMware, establishing a formal parent-subsidiary ownership relationship.
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NetApp Operational
NetApp provides specialized storage solutions and platform integrations to support VMware environments and customer migrations.
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Intel Structural
VMware's virtual machines operate on Intel's TDX platform, indicating a functional dependency on Intel's architecture.
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Rackspace Cloud Structural
Rackspace Cloud builds and supplies services using VMware Cloud Foundation technology.
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Paul Turner Structural
Paul Turner serves as Chief Product Officer for the VMware Cloud Foundation Division at Broadcom.
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Ahead Structural
Ahead leverages VMware's cloud solutions as a core component of its offerings.
Show all 29 connections
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Red Hat Operational
The companies are engaged in platform competition within the market, driven by overall industry growth.
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Arista Networks Operational
VMware and Arista Networks actively collaborated on the development of the VXLAN protocol.
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Supermicro Structural
VMware provides software-defined layers for managing Supermicro's hardware.
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Rackspace Technology Operational
The entities maintain a strategic partnership focused on enhancing shared AI platform capabilities and accelerating enterprise strategy.
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Arvato Systems Structural
Arvato Systems utilizes VMware Cloud Foundation for its managed services operations.
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Tesco Structural
Tesco is actively migrating away from the platform provided by VMware.
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Okta Operational
Okta benefits from and includes VMware as part of its rich partner base.
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Palo Alto Networks Operational
VMware and Palo Alto Networks have formed a strategic alliance under the NextWave program to accelerate growth.
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Larry Ludlow Operational
A's company, VergeIO, offers alternative licensing products in direct competition with VMware.
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Bertrand Mentioned together
Bertrand predicted that VMware technology is central to AI transformation.
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Meta Mentioned together
The evidence places both companies in the category of major technology companies.
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state Transactional
VMware successfully sold/implemented virtualization solutions to the state entity following past physical server operational issues.
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company Operational
VMware receives third-party support services from the class of companies represented by Entity B.
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IBM Transactional
A third party acquired customers from both IBM and VMware.
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Dell Technologies Structural
VMware functions as a subsidiary of Dell Technologies following a corporate spin-off.
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OpenAI Mentioned together
The provided evidence does not describe any relationship between VMware and OpenAI.
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Lenovo Mentioned together
No direct relationship between VMware and Lenovo was observed in the provided evidence.
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Ricky Cooper Mentioned together
No evidence of a relationship between VMware and Ricky Cooper was found in the provided timeline.
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Marvell Technology Mentioned together
The evidence provided does not contain any direct observations of a relationship between VMware and Marvell Technology.
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IONQ Mentioned together
No direct evidence of a relationship between VMware and IONQ was found in the provided timeline.
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model Mentioned together
No evidence was found linking VMware and model in the provided timeline.
History
Events by the month they beganOctober 2026
7 events- VergeIO, a new competitor to VMware, has appointed Parag Patel as CEO and Zia Yusuf to its board, targeting customers affected by Broadcom's price increases.
- Broadcom announced high-value software integrations involving VMware and settled a dispute with AT&T over software support.
- Broadcom introduced HyperArmor, a new software solution designed to protect VMware Cloud Foundation's ESX Component Host Environment.
- Apple relies on Qualcomm for wireless technology and Broadcom for chip commitments, while Broadcom expands its business model through the VMware acquisition.
- TDX technology is attracting cloud service providers who operate virtual machines.
- Ahead is leveraging VMware for cloud solutions while responding to changes in Broadcom's partner program.
- VMware's spin-off simplifies Dell's structure as Dell assembles NVIDIA GPU-based AI servers.
September 2026
7 events- Market growth is driving intense platform competition and adoption of workload management in cloud infrastructure.
- Broadcom's acquisition of VMware creates strategic risk, and NetApp validated its ONTAP platform for VCF 9.1 compatibility.
- Large banks are adopting VMware Cloud Foundation (VCF) for their long-term strategic infrastructure needs.
- Lenovo and Dell are competing in the data center market and aiding partners affected by VMware platform fallout.
- Broadcom's acquisition of VMware is causing market shifts, leading Nutanix to gain business and expand storage support.
- AMD, Nutanix, and VMware are capitalizing on AI trends and migration opportunities to drive company growth.
- Supermicro, Broadcom, and VMware are collaborating to integrate technologies for AI infrastructure management and provide a software-defined layer for hardware management.
August 2026
5 events- Shenoy has been appointed Vice President of the VMware Cloud Foundation Division.
- VMware Cloud Foundation is being leveraged in integrated software stacks, utilizing AMD Instinct MI350-series graphics processors for AI solutions.
- Red Hat discussed a VMware modernization opportunity, with Kevin Kennedy leading Red Hat's global partner ecosystem.
- Goldman Sachs and Katherine Murphy maintained Buy ratings for NetApp, which aids recovery using Azure NetApp Files for VMware environments.
- Rimini Street provides third-party support for Oracle, VMware, and SAP software for the Khimji Ramdas Group.
Show 2 earlier months
July 2026
3 events- VMware's infrastructure software business is leveraging advanced chip manufacturing to serve clients like Nvidia, Broadcom, and Alphabet, which is watched by Berkshire Hathaway.
- IEC seeks an enterprise-grade Privileged Access Management (PAM) solution.
- Rackspace announces expanded AI strategy through partnerships with VMware, AMD, Rubrik, and Apollo Global Management.
June 2026
19 events- The tech sector saw NetApp announce end-of-life for SolidFire, Broadcom acquire VMware, Cisco face supply chain delays, and Cambridge launch VergeIO.
- The acquisition of VMware continues to pay off.
- University of Melbourne utilized Oracle, EBS, and Hyperion systems in 2025.
- VMware, Nutanix, Microsoft, and M-Files are leveraging their platforms to meet the growing demands for IT infrastructure modernization, AI, and enhanced security.
- NetApp announced on August 6, 2025, that its storage solutions are integrated with AWS to support VMware migrations via FSx for NetApp ONTAP.
- Rimini Street announced its specialization in providing third-party support solutions for enterprise software like VMware, Oracle, and Hyperion.
- VMware and CA Technologies are pivoting away from a deal-centric strategy.
- Platform9 announced a migration path away from legacy VMware infrastructure.
- Tesco is suing Broadcom over licensing costs as Tesco migrates away from the platform following Broadcom's acquisition of VMware in 2023.
- AI platforms are utilizing Claude Code to manage the VergeOS environment, which offers alternatives to traditional VMware licensing.
- A company headquartered in Palo Alto announced it bought 22,000 shares of Broadcom, expanding its revenue streams into infrastructure software.
- Sara Golbourn was appointed Chief Revenue Officer and gained experience at companies including OneTrust, VMware, and Cisco.
- VMware users are exploring migration options to Nutanix AHV, which was recently recognized as a leader in a Forrester evaluation.
- VMware is facing escalating costs and complexity regarding its licensing structure, involving Topgolf.
- Amazon announced on August 9, 2025, that Amazon EVS now allows customers to run VMware workloads on AWS.
- Yanbing Li was appointed to the Equinix Board and held senior product roles at VMware and Google.
- McNabb previously held senior roles at PROS, ScienceLogic, VMware, DXC Technology, and IBM.
- A startup, whose CTO served at the CIA, was acquired by Cisco, VMware, and Oracle, leading to executive changes.
- Avgo recently acquired VMware, with both companies being major players in market performance.