VMware needs to be worried
VMware should be worried, but WTF! Intimidating your customers, some of whom spend millions per year with you is not good business practice.
VMware have major issues...
VXRAIL, VMware's HCI - No one is buying it. I never even really hear it mentioned. HP and Dell are being replaced extremely quickly and very agressively. They (Nutanix) are selling so many nodes they can't keep up with demand.
Dell (servers) and HP should be sh*tting themselves as all the big customers are going HCI and it isnt being replaced with Simplivity or Similar. Nutanix is the king of the hill and the number one choice (No I am not an employee or shareholder, just a customer)
As for VMware Hypervisor v AHV.... Well, VMware are entrentched in big environments, especially when millions of dollars and tens of thousands of hours have been spent setting up the products.
However, new and upcoming deployments and companies, there is a real choice to be had.