The slow-motion shift away from VMware following Broadcom's $69 billion acquisition in November 2023 has become one of the most discussed topics in enterprise IT. What many predicted as a rapid "mass exodus" has instead unfolded as a deliberate, phased reduction in dependency. Enterprises are trimming
Background: From the ground up: AI-driven hyperscale data centers are devouring silver for unmatched conductivity in power systems, switchgear, busbars, connectors, and thermal interfaces. COMEX vaults are draining fast—total silver at ~360.64 Moz, registered deliverable under 90 Moz (hitting ~86.1 Moz). Silver rocketed to a record $121.
Dec 21, 2025 Introduction What began as one of the largest technology acquisitions in history has become a defining test of EU antitrust enforcement in the software era. Broadcom’s acquisition of VMware — approved by regulators in 2023 — is now at the center of a rare legal challenge before the
The lawsuit filed by Fidelity Technology Group against Broadcom is more than a contract dispute — it’s the clearest signal yet that the VMware ecosystem is undergoing a seismic shift. For infrastructure teams, CIOs, and virtualization architects, the message is unmissable: If it can happen to Fidelity, it can happen
Posted: Sept 30, 2025 In September of 2025, Oracle announced a dramatic upward revision to its cloud infrastructure forecast. The company now expects Oracle Cloud Infrastructure (OCI) revenue to grow by 77% this fiscal year, up from an earlier projection of 70% (Reuters, 2025a). That would put OCI revenues around
Published: September 18, 2025 Datacloud USA 2025, held on September 16–17, 2025, in Austin, Texas, brought together leaders across digital infrastructure, hyperscale data centers, connectivity, and energy sectors. Co-located with Metro Connect Fall, the event served as a hub for executives and investors to address critical challenges in scaling
Introduction to Cloud Infrastructure Cloud infrastructure represents the foundational backbone of modern digital operations, encompassing the hardware, software, and networking resources delivered as services over the internet. These services—categorized into Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS)—enable organizations to
Published: August 28, 2025 VMware Explore 2025, held in Las Vegas from August 25–28, 2025, at The Venetian Convention and Expo Center, solidified VMware’s leadership in private cloud and AI-driven infrastructure under Broadcom’s stewardship. As the definitive event for IT practitioners, the conference featured over 400 technical
Published: December 3, 2024 AWS re:Invent 2024 doubled down on its enterprise AI ambitions—delivering a powerful blend of generative AI innovations, custom chip infrastructure, scalable storage, and enhanced security. Key Themes & Strategic Highlights Generative AI at the Core Amazon positioned AI at the heart of its cloud
Published: August 30, 2024 VMware Explore 2024, held in Las Vegas from August 26–29, 2024, at The Venetian Convention and Expo Center, solidified VMware’s strategic direction under Broadcom’s ownership, emphasizing private cloud, generative AI, and cyber resilience. As the industry’s essential cloud event, it featured over
Published: December 2, 2023 As generative AI continued to dominate tech headlines, AWS re:Invent 2023 delivered big—with advancements in AI infrastructure, developer tools, and security. Here's your one-stop guide to what mattered—and why it matters. Key Themes & Strategic Highlights * Generative AI Takes the Stage
Published: August 25, 2023 VMware Explore 2023, held in Las Vegas from August 21–24, 2023, at The Venetian Convention and Expo Center, marked a pivotal moment for VMware under Broadcom’s ownership, finalized in November 2022. Rebranded from VMworld, this flagship event for IT practitioners showcased VMware’s vision