Amazon AWS versus Broadcom: the battle for VMware is coming to a head
While Google and Microsoft are now partners of the new VMware, Broadcom has so far been unable to win over the cloud giant AWS – with drastic consequences.
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Showdown between Broadcom and Amazon: The VMware Cloud is now only available on a subscription basis and exclusively from resellers or Broadcom itself. The flexible model, which allowed users to book capacity on demand, is therefore history.
This step shows just how much VMware has changed since the acquisition: AWS was the virtualization provider's first major cloud partner - and the VMware Cloud was the tailor-made offering. The fact that Broadcom officially advertises its offering as significantly more flexible and tailored to the cloud era sounds contradictory at first, but refers to the new partnerships with providers. And it is precisely these that Amazon has so far been missing, while Google and now Microsoft are also on board.
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The announcement of the move by Broadcom shows that this is more than just a mere conversion: an email to customers describes the move as "best practice" - but leaves users no choice if they want to continue using their VMware Cloud on AWS: They will have to take out a subscription from August 1, and for new installations even immediately. If Amazon were already a new partner like Google and Microsoft, customers would be able to license their virtualization software much more flexibly.
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In addition, AWS is not aligning itself with Broadcom - rather, the cloud giant is pushing its migration offerings away from the VMware Cloud. Ultimately, Amazon is currently promoting itself as a competitor to its own, previously established services. It is questionable what future the VMware Cloud still has for AWS.
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