
“We have the relationships,” Umesh Mahajan, Broadcom’s general manager for application networking and security, told Network World. A large organization can’t simply stop using VMware, he says. “These workloads can’t disappear overnight. So, we will continue to have those relationships.”
In addition, VMware’s technology is proprietary, complicated, and not something a startup can easily clone, Prashant Gandhi, the company’s vice president of products, told Network World.
“You have to have scale,” Gandhi said. “You have to have robustness, you have to operationalize your enterprise workflows and security policies. All of that is not replicable for the next five, seven, ten years.”
A company isn’t going to want to build its own virtualization technology from scratch, either, said Mahajan, even if agentic AI does make it easier to build new software. “The CEO or CFO is focused on their core business, not on building all kinds of infrastructure.”
“You don’t want to go to some startup unless it’s really revolutionary, but that’s unlikely because we have engineering and technology teams, and we see what is happening in the market, and we’ll adapt,” Mahajan added. He didn’t provide any examples of anything new or revolutionary that VMware was working on in relation to its core platform.
Here are the top announcements from the event: