据报道，英国反垄断监管机构竞争与市场管理局（CMA）今日表示，经过第二阶段的深入调查，该机 构现决定批准博通收购VMware交易。 CMA今年3月曾表示，博通收购VMware交易可能损害市场竞争。具体而言，这笔交易可能会使计算机 服务器对英国企业来说变得更加昂贵。为此，CMA将对这笔交易展开第二阶段的深入调查。 而今日，CMA又表示，经过深入调查后发现，这笔交易不会削弱计算机服务器市场的竞争。 按原计划，博通和VMware预计该交易在今年5月26日前完成。但为了等待审查结果，双方后来同意将 最终期限延长一年。 去年5月，博通宣布将以约610亿美元的价格收购VMware。这是有史以来规模最大的科技交易之一，将 使博通为软件领域强有力的竞争对手。随后，全球多家监管机构对此展开了调查。 ...

知情人士今日称，欧盟委员会最终是否批准这笔交易，主要取决于博通向竞争对手提供的互操作性补救 措施。对此，欧盟委员会和博通拒绝发表评论。 按计划，欧盟将在7月17日前做出最终的决定。 据报道，多位知情人士今日称，美国芯片制造商博通公司（Broadcom）收购云计算公司VMware交易即 将获得欧盟的有条件批准。 2022年5月，博通宣布将以约610亿美元的价格收购VMware，这是有史以来规模最大的科技交易之一。 随后，全球多家监管机构对此展开了调查，包括美国、英国和欧盟等。 今年4月，欧盟反垄断监管机构欧盟委员会公开反对这笔交易，称除非有充足的补救措施，否则将阻止 该交易。随后，博通针对欧盟的担忧提出了补救措施。 博通主要供应用于数据中心联网的芯片，以及用于助力人工智能（AI）工作的专有芯片。在收购 VMware之前，博通已经进行了多笔大型并购交易，包括收购半导体公司LSI、网络技术制造商 Brocade、大型软件公司CA和网络安全公司赛门铁克的企业安全业务。 其中一位知情人士表示，博通提出的其中一项补救措施专注于"光纤通道主机总线适配器"（FC HBA），主要解决的是竞争对手Marvell Technolo ...

Core Insights - ControlMonkey has announced support for VMware's workloads, integrating its Infrastructure as Code (IaC) automation platform to unify public cloud and on-prem VMware environments, providing a single set of controls and audit trails [2][3][6] Company Overview - ControlMonkey is positioned as the industry's first end-to-end IaC automation platform, combining AI with enterprise-grade automation to offer comprehensive cloud control, from provisioning to governance and disaster recovery [7] Product Features - The integration allows enterprises to automatically generate IaC code for VMware resources, making on-premises management as efficient as cloud management [8] - Daily backups of VMware resources are facilitated as IaC, ensuring rapid recovery from deletions or misconfigurations [8] - The platform enforces approvals, guardrails, and audit trails across both VMware and cloud environments, providing a single source of truth for risk committees [8] - ControlMonkey enables detection of drift and unmanaged resources in VMware, similar to existing capabilities in AWS, Azure, or GCP [8] - The solution supports migrations with consistent visibility and backup as workloads transition in and out of VMware [8] Market Context - The hybrid cloud model is increasingly prevalent, with enterprises requiring governance and visibility across both public cloud and VMware environments [6]

Core Insights - Enterprises using VMware are adjusting their IT environments in response to evolving licensing options and provider services [1] Group 1 - VMware enterprise users are modifying their IT setups to adapt to new licensing and service provider options [1]

Core Insights - VMware is significantly investing in artificial intelligence (AI) technology and has integrated private AI capabilities into VMware Cloud Foundation (VCF) 9.0, allowing it to run AI workloads as effectively as bare metal servers [2][7] - The VCF 9.0 platform has been enhanced with features such as a security operations dashboard, cyber compliance, recovery, and the ability to create a virtual private cloud (VPC) seamlessly [3][7] - VMware's VCF is currently utilized by major institutions in India, including the State Bank of India, which plans to scale its virtual machines from 25,000 to over 40,000 by year-end to support increasing transaction volumes [4][7] Investment and Development - VMware has made a strategic decision to focus on AI integration within VCF 9.0 amid rising investments in AI across the industry [2][7] - Since the acquisition of VMware by Broadcom, there has been a strategic investment in research and development to deliver VCF 9.0 as a comprehensive software-defined platform [4][7] - The company aims to reduce friction between developers and IT teams, which often hampers the delivery of key applications, through the unified platform of VCF 9.0 [4][7]

Core Viewpoint - Tesco has filed a lawsuit against Broadcom, claiming breach of VMware software licensing agreement, seeking £100 million in damages, and warning of potential disruptions to food supply chains in the UK if the issue remains unresolved [1][5]. Group 1: Background of the Dispute - In January 2021, Tesco signed a long-term contract with VMware, which is critical for its IT systems, relying on VMware's virtualization platform for nearly 40,000 servers that support core business operations [2]. - Following Broadcom's acquisition of VMware in November 2023, the company shifted from a perpetual licensing model to a subscription-based model, requiring customers to pay for ongoing support and upgrades [2][6]. Group 2: Tesco's Allegations - Tesco's lawsuit highlights three main allegations: 1. Claims of double payment for software, as Tesco believes it has already paid for perpetual licenses but is now being asked to pay again for subscriptions at inflated prices [3]. 2. Denial of upgrade rights, as Broadcom has refused to allow Tesco to upgrade its existing software to the latest version [3]. 3. Imposition of security risks, as Tesco argues that without a subscription, it cannot access critical security updates, jeopardizing its operational safety [3]. Group 3: Broader Implications - Tesco's lawsuit is not an isolated incident; other major clients like AT&T and Siemens have also raised similar concerns against Broadcom regarding support for perpetual licenses, indicating a widespread backlash against the forced subscription model [5][6]. - The ongoing disputes have created opportunities for VMware's competitors, such as Nutanix, which reported gaining 2,700 new customers in the past year, many of whom migrated from VMware [6].

Core Points - The European Cloud Infrastructure Services Providers Association (CISPE) has filed a lawsuit against the European Commission to annul its approval of Broadcom's $69 billion acquisition of VMware, which could lead to a judicial review of one of the largest tech industry acquisitions [1][2] - The European Commission acknowledged significant competition risks associated with the acquisition but did not impose any conditions to prevent market monopolization or mitigate potential abuses of dominance by Broadcom [1] - Since the acquisition was completed, Broadcom has unilaterally terminated several existing contracts and imposed new licensing conditions that include substantial cost increases and multi-year commitments for necessary VMware software [1] Industry Impact - CISPE Secretary General Francisco Mingorance stated that VMware's dominant position in the virtualization software market means that Broadcom's new licensing terms will affect nearly all European organizations using cloud technology [2] - The European Commission is prepared to defend its decision in court, while Broadcom firmly opposes the allegations and asserts that the acquisition was approved after a thorough review process [2]

Core Viewpoint - The European Cloud Infrastructure Service Providers Association (CISPE) has formally appealed to the European General Court to annul the European Commission's approval of Broadcom's acquisition of VMware, citing legal errors and significant failures in the competition assessment process [2][9]. Group 1: Legal and Competitive Concerns - CISPE claims that Broadcom unilaterally terminated existing contracts and imposed burdensome new licensing conditions, leading to cost increases of up to tenfold and long-term commitments for necessary VMware software [2][10]. - The organization has been lobbying the European Commission for two years, expressing concerns that the Commission has not taken substantial actions to support European cloud service providers or their customers [3][11]. - CISPE argues that the Commission acknowledged significant risks to competition in its official summary but did not impose any conditions to prevent Broadcom from gaining a dominant market position [9]. Group 2: Impact on Cloud Service Providers - The new restrictive licensing terms announced by Broadcom could exclude many small cloud service providers, including CISPE members, from purchasing and reselling VMware-based cloud services, which are essential for providing secure and flexible cloud solutions [10][11]. - CISPE Secretary Francisco Mingorance highlighted that the dominant position of VMware software in the virtualization market means that the unfair licensing terms affect all organizations using cloud technology in Europe, including hospitals and universities [11]. Group 3: Competitive Landscape - Before the acquisition, VMware faced competition from companies like Microsoft, Nutanix, and XCP-NG, while the European Commission's investigation primarily focused on hardware products rather than the impact on virtualization software competition [4][5]. - Despite the challenges, alternatives to VMware exist, with Nutanix remaining a strong competitor and new entrants like Platform9, Arcfra, and OpenNebula actively positioning themselves in the market [5][6].

Broadcom Inc.’s $61 billion acquisition of VMware Inc. faces scrutiny from European Union judges, after a cloud computing group contested the bloc’s approval of one of the world’s biggest tech deals. https://t.co/9kdZeiyZgq ...

Core Viewpoint - Samsung Group's major subsidiaries are seeking alternatives to VMware due to significant price increases and the expectation of continued cost escalation in the future [1][3]. Group 1: Samsung's Actions - Samsung Electronics, Samsung Electro-Mechanics, and Samsung Display are initiating or preparing multiple projects to reduce reliance on VMware [1]. - Samsung Electronics plans to continue using its existing VMware system temporarily while exploring various alternatives through technical validation [1]. - Samsung Electronics has completed a procurement contract for VMware solutions worth approximately 40 billion KRW [1]. Group 2: Private Cloud Initiatives - Samsung Electro-Mechanics has begun constructing a private cloud, aiming to use non-VMware products or technologies in its virtualization products [2]. - The company plans to select a team that includes internal personnel and professional vendors to build the system and aims to complete the project by the end of the year [2]. Group 3: Industry Context - The subsidiaries' actions stem from the belief that VMware's costs exceed the benefits it provides, especially after VMware's acquisition by Broadcom, which led to price hikes starting last year [3]. - There are predictions that VMware's prices could increase by up to five times over the next 2 to 3 years [3]. - The bundling sales strategy of VMware's products, such as VMware Cloud Foundation (VCF), forces companies to pay for unnecessary products, further driving the shift away from VMware [3][4].