VMware Explore 2023: Unveiling the Future of Enterprise Computing

🔑 VMware Explore 2023 is being covered by The Cube for the 13th consecutive year, highlighting the journey of VMware and its impact on Enterprise Computing.

💡 Jensen, the CEO of Nvidia, emphasized that the future of Enterprise Computing is happening now at VMware, acknowledging the company's transition and reinvention.

🌐 The acquisition of VMware by Broadcom is a significant development, with multi-cloud and super cloud emerging as the next career path for cloud Architects.

💼 VMware Explore 2023 has a strong culture of job security and investment in R&D and partner ecosystem.

🌐 The keynote focused on the alignment with Broadcom's strategy, including multi-cloud and AI.

💡 VMware has potential in multi-cloud due to its large install base, while AI still requires further development.

🔑 The keynote analyzed the future of disaggregated storage in the VMware industry and the role of AI.

🌐 VMware explored the concept of multi-cloud and the challenges of differentiation in the industry.

💡 The potential of NSX as a SAS-delivered service to simplify the network for multi-cloud was highlighted.

🔑 VMware Explore 2023 has announcements about service mesh and abstracting underlying complexities.

💡 VMware aims to deploy as much code as possible and be relevant in the cloud.

🌐 VMware is focused on multi-cloud runtime for AI workloads and building relationships with data companies.

📚 VMware plans to introduce a reference architecture and a Marketplace for middle apps.

📊 Broadcom's revenue and cash flow are significantly higher than VMware's.

💼 Broadcom is expected to cut costs, particularly in marketing and sales, while keeping certain products and services.

💰 Broadcom may sell assets, such as Carbon Black, to pay down debt.

💰 Broadcom's strategy is to invest in R&D and offer attractive deals to keep customers on their platform.

🛠️ VMware aims to be a base Kubernetes distribution and expand its ecosystem with products like Ansible and Terraform.

🌐 The future of apps lies in multi-cloud and edge computing, with a focus on modern apps and manageability.

🧩 VMware's post-acquisition life for customers may involve integrating acquired products and leveraging open-source solutions.

🏨 The acquisition could create a scenario where customers are tied to the Broadcom platform, resembling the 'Hotel California' analogy.

🔑 VMware aims to create more competition against AWS and Azure by offering on-prem cloud alternatives.

💼 Broadcom plans to focus on core products and services like ESX, vSphere, vSAN, and NSX to foster competition with hyperscalers.

💡 The challenge for VMware is to continue its innovation story while overcoming regulatory hurdles and maintaining relevance in the cloud market.