This is not news
Oracle's policy on clustering, partitioning, and running on VM has been consistent for ten years or more. Whether you like it or not, if this comes as a surprise you are working with the wrong sales team or consultants.
If you deploy on VMWare you have to license ALL the processors on that hardware. Alternatively use Oracle VM, Linux Containers, Solaris Containers etc. and enable hard partitioning. It's all very clearly laid out on Oracle's licensing web page.
Biting the hand that feeds IT
