In a series of bold moves, Broadcom has restructured VMware shifting to subscription-only licenses across all offerings. Broadcom CEO Hock Tan wants VMware to focus on resiliency, developer efficiency, and infrastructure efficiency. Tan outlines three key strategies: radical simplification, substantial R&D investment for on-premises to private cloud solutions, and enhancing the ecosystem. The discontinuation of products, including Aria SaaS and Carbon Black, and divesture of EUC is part of a plan to streamline VMware's portfolio into bundled suites. Reactions are decidedly mixed, but we are starting to see the strategy come together.

Time Stamps:

0:00 Welcome to the Rundown

2:09 - Google Announces Gemini Features at MWC

3:49 Anticipation is Building as Intel Previews Clearwater Forest

7:55 - NVIDIA's AI Data Center Boom

10:55 - Hammerspace AI Training File System is Fast, but How Fast?

15:14 - Juniper Networks Gets Sued over Buyout

18:41 - Mobile World Congress is All About AI and 5G

24:57 - The Continuing Transformation of VMware by Broadcom

38:11 - The Weeks Ahead

40:26 - Thanks for Watching

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