VMware partners: Price backlash is easing as AI capabilities grow

VMware partners are reporting that customer concerns over price increases are stabilizing, largely due to the platform's enhanced AI security capabilities and ongoing innovation within VMware Cloud Foundation. This has bolstered its appeal against competitors, as first reported by CRN.

Partners like 11:11 Systems and Sentinel Technologies are helping customers navigate the shift from point products to VMware's integrated platforms, a change following Broadcom's acquisition. While initial price hikes caused some customers to explore alternatives such as Nutanix and Proxmox, partners emphasize that VMware's comprehensive feature set, including disaster recovery, backup, and microsegmentation, offers greater total value. The platform's ability to support AI workloads on-premises, addressing data and IP concerns, is also a significant draw, potentially reducing reliance on public clouds. Broadcom's infrastructure software group reported $8.75 billion in Q3 revenue, a 29% year-over-year increase, indicating strong market momentum for VMware Cloud Foundation. Partners highlight that the robust VMware ecosystem and continuous R&D investment make it a difficult solution for competitors to replicate, ultimately providing customers with a high-value, integrated solution.

Source: CRN