NAND Insider Newsletter: Week of May 12, 2025
Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, May 10, 2025.
Research Note: Nutanix & Pure Storage Partnership
At the recent Nutanix .NEXT event, Pure Storage and Nutanix announced a collaboration to deliver a jointly certified solution combining Nutanix Cloud Infrastructure with Pure Storage FlashArray over NVMe/TCP.
The alliance targets enterprise customers seeking alternatives to traditional virtualization stacks, particularly VMware deployments.
Research Note: VMware Tanzu’s AI Makeover
Broadcom’s VMware is repositioning Tanzu from a Kubernetes-centric application platform to a GenAI-first PaaS. The latest release introduces support for Anthropic’s Model Context Protocol (MCP) for agentic AI, deepens integration with the Claude LLM, and introduces a rearchitected platform focused on private cloud AI workloads.
Research Report: Understanding VMware Alternatives
Broadcom’s acquisition of VMware has left a lasting impact on the enterprise IT landscape. Promising simplification, Broadcom’s licensing and bundling changes have instead created confusion, increased costs, and led to widespread dissatisfaction among VMware customers. Many of these customers are actively exploring alternatives, driven by frustration and the need to future-proof their IT environments. This Research Report takes a look at how to best approach looking for a VMware alternative.
NAND Insider Newsletter: January 21, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is an excerpt from this week’s.
Research Note: Red Hat OpenShift Virtualization Engine
Red Hat announced the general availability of Red Hat OpenShift Virtualization Engine, a tailored version of its OpenShift orchestration platform for virtualization workloads.
The new offering utilizes the open-source KVM hypervisor and can run on-premises hardware with Red Hat Enterprise Linux and bare-metal cloud services.
IT Infrastructure Round-Up: Emerging Trends in Infrastructure and Connectivity (Nov 2024)
November was a busy month of announcements in infrastructure and connectivity, revealing a convergence of innovation to meet the stringent demands of AI-driven workloads, scalability, and cost efficiency.
The Next Wave of Digital Transformation Won’t Be Built on VMware
It’s been nearly a year since Broadcom completed its acquisition of VMware, time enough to understand the impact of a deal that disrupted and challenged VMware customers and partners alike—challenges that continue even today. While much of the discussion about VMware focuses on Broadcom’s pricing and bundling changes, moves that have led to dramatic cost increases for its customers, there’s much more to the story.
Application Modernization Takes on New Dimension in the Post-VMware World
From nearly the moment it was first announced, Broadcom’s acquisition of VMware sent ripples through the tech industry. The acquisition triggered a wave of concern among enterprises that have long relied on VMware’s ecosystem for their IT infrastructure—concerns that have become an unfortunate reality for many, driven by Broadcom’s changes to pricing, bundling, and channel programs.
Research Note: VMware Cloud Foundation (VCF) 9
Announced at its most recent VMware Discover event in Las Vegas, VMware Cloud Foundation 9 (VCF 9) is a significant evolution in private cloud technology. Designed to simplify operations, enhance security, and drive digital innovation, VCF 9 is a unified platform that merges public cloud environments’ agility with private cloud infrastructure’s control and security.
Research Note: Dell & Nutanix Expand Relationship & Offerings
Dell Technologies and Nutanix recently announced a strategic expansion of their partnership aimed at capturing disillusioned VMware customers following Broadcom’s acquisition of VMware.
The updated partnership sees Dell offering Nutanix software on its PowerEdge servers and integrating Dell’s PowerFlex storage with the Nutanix Cloud Platform.
Research Note: NetApp Updates Cloud Offerings
NetApp announced new capabilities designed for strategic cloud workloads, including GenAI and VMware, to help reduce the resources and risks for managing these workloads in hybrid multi-cloud environments.
The Breakthrough Verification of vRAN by SoftBank, NEC, and VMware
SoftBank Corp., NEC Corporation, and VMware (recently acquired by Broadcom Inc.) have jointly verified the virtualization of the Radio Access Network (RAN), demonstrating a significant step towards RAN modernization through the convergence of O-RAN architecture and Telco Cloud.
The Unexpected Impact of VMware Cost Reductions
While VMware’s new price reductions may seem positive on the surface, there are significant questions as to whether IT buyers are actually saving money, especially as clarity emerges on the details of VMware’s new bundling scheme and the operational limits it’s now placing on products like vSAN.
VMware Customers Cautious after Recent Broadcom Actions
Broadcom is moving quickly in undertaking several critical initiatives with VMware that, while likely beneficial to Broadcom shareholders over the long term, are causing uncertainty among many VMware customers.
Research Brief: Impact of New VMware Bundles & Pricing
This Research Brief explores the impact of VMware’s recent announcements of its consolidated its offerings into two primary bundles, while also adjusting price.
Pure Storage Brings Cloud Block Store To Microsoft’s Azure VMware Solution
Pure Storage is bringing its Cloud Block Store (CBS) to Microsoft AVS, allowing users to provision storage as needed to fully use an Azure AVS deployment without having to scale out compute resources.