VMware embraces AI while looking towards the future

Publié le 12 September 2025 à 09h15
modifié le 12 September 2025 à 09h15

VMware is revolutionizing its technological approach by integrating AI at the heart of its infrastructures. In the face of challenges from a constantly changing market, the company responds to the increasing demands of businesses for innovation and efficiency. The recent announcements at VMware Explore, particularly the VMware Cloud Foundation platform, reflect a willingness to adapt and anticipate.

*Users are looking for reliable solutions in a complex environment.* The integration of AI could significantly transform the deployment and optimization mechanisms of resources. *Companies must navigate between legal challenges and digital transformation requirements.* VMware’s strategy, while promising, also presents *major challenges* related to the migration of existing environments.

VMware Cloud Foundation and AI

Broadcom, the owner of VMware, recently announced that its VMware Cloud Foundation (VCF) platform is now AI-native. This announcement was made during the VMware Explore conference, marking a significant step toward the integration of AI into enterprise infrastructures. The primary goal of this evolution is to support the growing trend of adopting large-scale language models, in a context where the technology industry is rapidly modernizing.

Challenges and Opportunities

The transition to an AI-based platform is not without challenges. VMware faces criticism regarding its licensing policy changes, which have raised concerns since the acquisition of the virtualization company in November 2023. The elimination of the free version of the platform and reports of aggressive sales tactics have led to a reevaluation of choices by many users. Competitors like Nutanix, SUSE, and IBM have already benefited from this instability.

Complex Migration and High Risks

VMware deployments are often complex, making migration out of virtualized environments costly and risky. Organizations hesitate to leave a system they already know. The cost of migration and the negative impacts on quality of service metrics constitute risks that many choose to avoid, preferring to remain in a familiar environment.

Integration of AI in VMware’s Offerings

Broadcom aims to make the implementation of AI models and agents more accessible for its users. The VMware Private AI service is expected to be included in VCF subscriptions next year, providing the necessary tools for on-premises AI implementation. This new offering includes a model store, indexing services, and an API gateway to facilitate optimal communication between different AI models.

The Future of AI in Business

At the conference, it was clearly stated that the presence of AI in businesses will continue to rise. Incorporating AI into every VMware-based infrastructure seems to be a natural and necessary evolution. Although Broadcom offers promising initiatives, such as improvements to the VMware Tanzu platform, these additions remain relatively conventional and not revolutionary.

Intelligent Assist and Innovations

Among the new features, the arrival of Intelligent Assist for VCF is noteworthy. This chatbot, based on VMware’s knowledge base, will extend the waiting time between the submission of a question and the connection with a human operator. A measure that could improve users’ operational efficiency.

Consolidation of Legacy Infrastructures

The hype surrounding containers has led to the belief in an imminent end to traditional virtualization. The reality shows that legacy infrastructures force companies to maintain their investments. High licensing fees and operating costs continue to overshadow the promises of a migration to new technological paradigms.

An Uncertain but Promising Future

VMware seems eager to sprinkle a bit of AI magic into its offerings to attract its clientele. The presence of legacy infrastructures within companies guarantees long-term revenue, despite increased competition. As the technology landscape evolves, VMware must navigate carefully to avoid compromising the stability of its services.

Frequently Asked Questions

What are the new AI features introduced by VMware?
VMware has announced features such as VMware Private AI Services, which will include a model store, indexing services, vector databases, and an agentic AI generator, facilitating the deployment of AI models in existing environments.

How does VMware plan to integrate AI into its existing infrastructure?
VMware plans to re-architect its platform to integrate AI at the heart of its services, aiming to optimize performance while making the integration of AI models more accessible to users.

What risks are associated with migrating to AI solutions with VMware?
The migration of workloads from complex virtualized environments can incur high costs and risks to quality of service metrics, prompting many users to choose to stay with VMware despite rising costs.

How does VMware Private AI Services stand out from other AI solutions on the market?
VMware Private AI Services stands out for its ability to enable companies to run AI models on-premises, providing all the necessary components for a tailored AI solution while promoting the use of open-source models in the testing phase.

What are the implications of VMware’s licensing policy changes for its customers?
The recent licensing policy changes, such as the end of the free offering, have raised concerns among users regarding rising costs and aggressive sales tactics, pushing them to reconsider their relationship with the VMware platform.

How does VMware plan to support users in adopting AI in their operations?
By offering tools like Intelligent Assist for VCF, an AI chatbot connected to VMware’s knowledge base, to reduce the time needed to obtain human assistance in case of problems or questions.

What is the future of VMware in AI development and the evolution of IT infrastructure?
VMware is committed to proactively integrating AI into its offerings while recognizing that legacy infrastructure will continue to be an essential component for businesses, ensuring a stable revenue stream despite technological evolution.

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