Broadcom buying VMware could create an edge infrastructure and IoT empire Broadcom’s mooted acquisition of VMware looks odd at face value, but if considered as a means to make edge computing and the Internet of Things (IoT) more mature and manageable, and give organizations the tools to drive them, the deal makes rather more sense. Edge and IoT are the two coming things in computing and will grow …
This marketplace - Core networks to the intelligent edge - is currently dominated by Wind River with its Studio offerings.
(See all the announcements on their website, especially 5G infrastructure and orchestrating at scale.)
It will be interesting times to come if this deal goes through in the manner envisioned by the article author.
So Dell bought VMware on a pile of debt.
Now it looks like they offload it onto another, probably far worse company. Broadcom have bought so many companies and then buried them it is not true.
I struggle to see how anything good can come out of this as one assumes Broadcom want if for all the IP around networking. Now this is going to create an interesting scenario as much of that is tied up with Cisco technology.
At the end of the day VMware have been slowly pricing themselves out of existence and although the product is very good, is it really so good that it is worth spending that much to license?
If you are going to actually use all the functionality because there are business requirements then maybe but often the arguments against Hyper-v centre on functionality that in reality is never used.
Dell ditched VMware last year.
VMware owns VMware now.
Michael Dell, the person, still owns a load of VMware stock.
I agree Broadcom will suffocate VMware.
What if they do a McDonnell Douglas / Boing type merger? That could be good for all assimilated by Broadcom.
Lots of wishful thinking in this article.
If car companies release cars with the idea of upgrading software later that will be hugely bad for us consumers.
One of the most impressive things in automotive technology is reliability of older quality vehicles. That reliability is testament to the rigorous testing that went on when the systems where originally implemented.
Look at how many over the air updates Tesla has had to release. Their systems where clearly shipped with less rigours testing and quality necessitating updates.
My 2011 car gets updates every now and then as components are common across still in production models or there is some issue that needs rectifying (emissions) Tesla has similar but much more frequent updates.
Car manufacturers also don’t like customers updating older vehicles to newer specs.
Mercedes models typically last 7 to 9 years with a refresh or 3 in between, the underlying systems will largely be the same, refresh models may introduce different tech but software locking a vehicle to its build spec ensures upgrades are either impossible or costly. Want to upgrade that infotainment to “command” then you’ll find a need to replace more than just the head unit plus code the car to the new components. If successful the new system may stop working at any point and those components needing re codeing to the car.
A simple case was a battery on a mini clubman, the manual stated a new battery would not work properly unless it was coded to the car by bmw.
My point is that the automotive industry already has a mature eco system using lots of FOSS that is stitched together using propriety software that effectively checks entitlement etc.
Automotive computing is a mature environment across all major players and uses stable solutions.
I’m not sure VMware branded hypervisers is needed in this market to sell Broadcom chips. The existing hypervisor solutions would save them $60bn+ They could use to actually buy share.
With VMware's Project Monterey, there's a good case for Broadcom and SmartNICs as well. Not as big as cars, or perhaps not yet, but certainly another set of functionality from Broadcom.
Although Broadcom could be outbid. Say by Cisco or Intel? Gelsinger certainly knows VMware!
Utter bollocks. Cars? That is just loony.
The only party this deal is good for is Mr. Dell. VMware, its customers and employees will suffer, Broadcom is buying an empty bag of air because it plain does not culturally match VMware even a little bit, it literally can't help but kill VMware. What promise VMware held out for customers... some sort of neutral cloud layer... Well they will find they can run on AWS and Azure just fine without it not long after this goes through.
Just because company X says it’s good at something using super duper marketing, that’s not necessarily the case. Frankly KVM beats VMware vsphere, and VMware software has bugs just like any other. They aren’t the superheroes they would like you to think they are.
Look, VMware, if anything could be called the Enterprise OS (the OS closest to the HW) which would give Broadcom a quick access to the Datacenter of the top enterprises. They are posed to now own the main entry in influencing a architectural change, dominated but the x86 architecture. They close relationship with Ampere Computing who’s also close the TSMC manufacturing partner for Broadcom, could prose the the capacity to leverage *maybe even buy Ampere, which would make this a much bigger deal than most are considering. Broadcom is trying to recuperate what is lost to Qualcomm who is now posed to compete with the likes of Apple for the consumer *RISC market, and they could be focused on the Enterprise market, if you consider this, the single biggest barrier for the that limits this shift is not Ampere or other server class AArch64 manufacture, it’s the lack of OS support that impedes this. Consider some offering out there, where in real term comparison, can take a x86 POD { tor networking + server + storage } and shrink it down from the 46 Us to nearly 6-8 Us and maybe get about 5x performance boost to at about 1/3 the power consumption… maybe i’m reading into this, but if you consider VSAN, they would have a means to own the end to end considering that they would have preferential access to drive the OS to their HW with tighter coupling… which would make the transition more palatable for most Enterprises.
Well just another POV and MHO.
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