This all assumes Broadcom wants SMB/Mid sized business.
They don't. They only want the hyperscaler cloud providers that can pay them 7 figures in license fees a year.
Anything smaller, they want those customers to be a customer of the large cloud providers and not run VMware themselves at all.
This has been their strategy for some time, and people seem to think that there is a spot where Broadcom wants to deal with even a mid-sized customer paying less than 7 figures to them.