TechThe Register2h ago
The balkanization of virtualization will de-throne VMware
The balkanization of virtualization will de-throne VMware, which doesn't mind a bit
TL;DRVMware's market dominance is fragmenting as specialized platforms compete for AI and Kubernetes workloads.
Why it matters: Control over enterprise AI and container infrastructure determines the next decade of cloud computing power and revenue.
The real fight is who wins the most AI and K8s workloads
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