Tag: vmware

Broadcom’s AI Revenue Growth, VMware Integration, and Steady Contributions from the Mainframe Software Division Drive Strong Financial Performance in Q3 2024
Steven Dickens, Chief Technology Advisor at The Futurum Group, shares insights on Broadcom’s Q3 2024 earnings, focusing on AI revenue growth, the impact of the VMware integration on profitability, and the contributions of the Mainframe Software Division.
On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss earnings from NVIDIA, Salesforce, Dell, Pure Storage, and HP, as well as insights from VMware Explore 2024.
Empower Your Team with GenAI
Paul Nashawaty highlights Broadcom’s strategic investments post-acquisition of Tanzu, suggesting that VMware could similarly benefit from a focused, long-term innovation strategy under Broadcom’s ownership.
Dion Hinchcliffe, Vice President and Practice Lead, CIO at The Futurum Group shares his insights on transformative advancements across the tech industry. From the game-changing expansion of the Dell and Nutanix partnership to the projected rise in IT budgets driven by AI investments, this episode explores the critical decisions and strategies shaping the future of enterprise technology. Additionally, the news report sheds further light on the transformative impact of AI on IT jobs, the rise of what are known as Large Action Models (LAMs), and the ongoing debate between Kubernetes and AWS ECS, making it a must-watch for anyone navigating the rapidly evolving IT landscape.
Paul Nashawaty and Steven Dickens highlight how Broadcom’s strategic investments post-acquisition, particularly in the CA Technologies mainframe software portfolio, challenge the prevailing narrative of asset milking. They suggest that VMware could similarly benefit from a focused, long-term innovation strategy under Broadcom’s ownership.
Hock Tan, President and CEO at Broadcom, joins Daniel Newman and Patrick Moorhead to share his insights on VMware Explore, including vital takeaways and the powerful feedback from the community.
Chris Wolf, Global Head of AI at VMware, shares his insights on the critical role of privacy in AI development and deployment, highlighting innovative strategies to maximize both efficiency and security.
Paul Turner, Vice President Products at VMware, joins Daniel Newman and Patrick Moorhead to share his insights on the future of VMware Cloud Foundation, discussing strategic developments and what lies ahead for cloud computing during VMware Explore.
Hock Tan, President and CEO at Broadcom, joins Daniel Newman and Patrick Moorhead on The Six Five at VMware Explore Las Vegas to share his insights on Broadcom’s ambitious plans for VMware, offering a glimpse into the future of technology innovation and customer engagement.
Brad Tompkins, Executive Director at VMware User Group (VMUG), joins Keith Townsend & Dave Nicholson to share insights on how the VMware community is navigating the company's acquisition by Broadcom, focusing on continuity and innovation.
The Signal65 study evaluated the overall economics of a VCF environment deployed with disaggregated vSAN storage compared to the same environment deployed with a leading SAN array. To create an even comparison between storage solutions, the compute environment was kept identical when modeling both solutions. The analysis modeled both environments over a 5-year period and compared costs of hardware, support, licensing fees, and operational costs. Operational costs were calculated using an in-depth analysis of the administrative time and complexity required for each solution.
Keith Townsend and Steven Dickens from the Futurum Group view the transformation of Broadcom's End-User Computing Division into a standalone business as a pivotal moment for the digital workspace market. They believe this move will drive innovation and enhance the delivery of cutting-edge solutions independently.

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