Scott Sinclair: It's ENTERPRISE STRATEGY on location of VMware
explorer in Las Vegas. Maybe the biggest announcement at this
show is the fact that Broadcom is going to invest an additional
$2 billion in VMware. Now half of that is going to go to r&d,
and that would increase their r&d budget by close to 30%. This
adds tremendous confidence to any concerns out there about
VMware is longevity. At the end of the day, innovation is alive
and well at VMware. We've witnessed new innovations in
topics ranging from addressing multi cloud chaos at
motorisation, Edge orchestration, HCI and V sand
storage and of course, generative AI, let's go around
the team and get everyone's thoughts and takeaways. Paul,
why don't you kick us off?
Hey, thanks, Scott. It's really been an exciting show. You know,
when we look at VMware explorer, there's a lot that that it has
to offer. For developers. There's an explosion growth on
the tanzu platform. Here we see a lot that's going on with the
application engine that went into beta. It's really enabling
platform engineering teams to curate their application space
and work with it across different Kubernetes clusters in
the cloud, then they came out with intelligent Assist, which
is in tech preview, it really is aimed to improve the operations
to dynamically shift workloads across the different areas. And
it adds a little bit of AI and there's pretty chatbot and
aligns to the VMware tanzu hub integrations. We next day, they
brought back the term cloud health right? So Cloud health
went away, if you remember from last year, but CloudHealth is
now back cloud health talks about the deeper cost savings
you can do with this machine learning powered forecasting.
And that's that's in beta right now. But it's definitely
something that to keep an eye out for tanzu insights really is
an also another area that helps a lot with the insights across
distributed Kubernetes AWS as your environment. And this is
planning for q3 of 2024 times who guardrails was now the one
that came out, and that improves the multi cloud governance
through different policy automation, and really does a
lot with the with the automation factors and such. And then
finally, there's the tanzu transformer really was another
area to help increase the success of out migration and
modernization efforts. So for the developer, there's a lot to
offer here at explore and what VMware can bring to the table.
John, how about you?
It's been a great show, lots of announcements on the IT
operation side, specifically around tanzu intelligence
services and the intelligent assist the Gen AI chatbots that
they announced, you know, it's all part of that newly
reformulated tanzu intelligence services, which was, which was
big there, I saw a lot in enabling true multi cloud
management, and really separating out the you know, the
management and orchestration and those clouds away from things
that operations and developers would have to do. We see in our
research enormous skills gaps when it comes to cloud
management, and when introducing new cloud management functions.
And I think that these intelligent assistants are
really going to shorten that learning curve and empower more
users more rank and file it staff to do more complex things.
Now, overall, I thought, good announcements for it, operations
folks at the show.
All right, Gabe, how about you?
Yeah, I'll tell you what end user computing is featured
really prominently here, which hasn't always been true in
VMware explorer VMworld. Specifically, I'm talking about
digital employee experience and apps on demand. Digital employee
experience, that is a huge theme overall at the show. It's
building on the monitoring capabilities of workspace one,
adding parts of workspace one intelligence, combining that
with automations and remediation capabilities that will help
shift left the responsibilities that IT departments and help
desks have to endure today. So the idea is more self service
for end users. Less work for level two and three IT support
and level one IT support can can handle more tasks through VM was
digital employee experience. The coolest thing about it there was
it can be deployed standalone, which means anybody can use it,
whether they're using workspaces when you get bored. On the other
side is apps on demand. Another big part of their UC story here,
basically, they've carved out that volumes functionality so
that the apps can be delivered to persistent or non persistent
desktops or RDSH environments, even in non horizon
environments. So you don't have to be a horizon customer to get
the benefits of what I think is probably the most important
feature of VMware Horizon, which is VMware app volumes. Even if
you tried out volumes in the past you came away unsatisfied.
They've done a lot of work to it, and so you should check it
out again.
Thanks, Gabe. I think I'll go last couple things that jumped
out to me was VMware announced V San Max. With V San Max, you can
scale capacity independently of compute nodes is something I
know we've all been waiting for. VSAN Max helps reduce the cost
of visa and HCI environments. Because what it does is it
offers flexibility to scale that capacity without adding
additional compute nodes. And that can play a huge role,
especially when you consider app licensing costs. We saw the
announcement of VMware edge cloud orchestrator. And now this
is a SaaS based solution that helps simplify application
deployments at the edge. And last but not least, I can't talk
about tech without talking about generative AI. It's great to see
VMware getting into the generative AI solution space.
They're strengthening their partnership with Nvidia and
focusing on the essential element of journey of AI. And
that is privacy. VMware is focused on privacy, they made a
big announcement around private AI and they are working to
deliver private AI solutions to their clients. VMware has added
its name to that list of key vendors to speak with as your
organization or anyone looking at this develops their AI
strategy with the Broadcom acquisition, closing very soon,
I think it's only a couple of months away. VMware finds itself
at a crossroads. And now all signs that we're seeing at this
event, point to the path of innovation. We along with really
the rest of the industry will be closely watching to see what
happens next. And with that, thanks for watching