I’m thrilled to sit down with Matilda Bailey, a renowned networking specialist with a keen focus on cutting-edge technologies in cellular, wireless, and next-gen solutions. With her deep expertise in virtualization and private cloud platforms, Matilda is the perfect person to shed light on the upcoming VMware Explore 2025 and the latest developments with VMware Cloud Foundation (VCF) 9.0. In this conversation, we’ll dive into the event’s mission to simplify cloud complexity, explore customer feedback on VCF 9.0, and discuss Broadcom’s strategic direction amid evolving industry trends and challenges.
Can you walk us through the core focus of VMware Explore 2025, especially with its theme ‘Simplify Your Cloud. Architect Your Future’?
Absolutely, Sebastian. VMware Explore 2025, happening August 25-28 in Las Vegas, is all about addressing the messy reality of cloud management for today’s enterprises. The theme really captures the dual goal: simplifying the chaos of multi-cloud environments while helping businesses build a forward-looking infrastructure. We’re seeing customers grapple with challenges like fragmented tools, AI integration, and tightening security needs. The event will offer hands-on labs, workshops, and keynotes to provide actionable strategies for streamlining the entire cloud lifecycle—from development to day-to-day management. It’s about giving IT teams the confidence to tackle complexity head-on.
What can attendees look forward to in Broadcom CEO Hock Tan’s keynote on ‘Shaping the Future of Private Cloud and AI Innovation’?
Hock Tan’s keynote is set to be a highlight of the conference. Attendees can expect a deep dive into the future of private cloud and how it intersects with AI-driven innovation. There’ll likely be insights into the latest advancements in VCF 9.0, possibly even some new feature reveals or roadmap updates. What’s really exciting is the focus on real-world impact—customer stories will play a big role, showcasing how enterprises are using these solutions to scale workloads and bolster security. It’s not just about tech; it’s about seeing tangible benefits through the lens of those already on the journey.
Since VMware Cloud Foundation 9.0 has been out for a couple of months, what kind of reactions are you hearing from customers who’ve started using it?
The feedback on VCF 9.0 has been quite encouraging so far. Customers are particularly impressed with the single control plane that cuts down on tool sprawl and simplifies operations across domains. The support for AI and machine learning workloads, especially with GPU integration and Kubernetes tools, is also getting a lot of praise as companies ramp up those initiatives. That said, adoption isn’t without hurdles—some folks are finding the shift to a full-stack platform a bit daunting, especially in terms of training staff. We’re addressing this with robust support resources and sessions at Explore to help ease the transition.
Broadcom’s push toward a full subscription model with VCF has sparked concerns about cost increases. How do you address those worries?
I understand the sticker shock some customers feel with the move to a subscription-based, all-in VCF model. The value proposition, though, is in the comprehensive nature of the platform. You’re getting a unified, high-performance private cloud that mimics public cloud agility with features like self-service provisioning and automated cost tracking. This can lead to significant savings in operational overhead over time. While I can’t speak to specific future pricing plans, I can say Broadcom is listening to feedback and working to ensure the platform delivers enough efficiency and innovation to justify the investment for businesses of all sizes.
There’s been some friction with customers over pricing and support policies. How is Broadcom working to mend those relationships?
It’s no secret that the shift in licensing and support models has caused tension, and Broadcom is taking these concerns seriously. While I can’t dive into specifics on legal matters, the broader approach is about transparency and dialogue. We’re engaging with customers directly through forums like VMware Explore to clarify policies and offer tailored guidance during transitions. The focus is on rebuilding trust by showing the long-term benefits of VCF and ensuring support structures are in place, even as we enforce necessary policy updates. It’s a balancing act, but customer satisfaction remains a priority.
With many customers reportedly sticking with VCF after weighing other options, what do you think makes this platform stand out in a crowded market?
VCF really shines because it offers a cohesive, enterprise-grade private cloud operating model that’s hard to replicate. Unlike piecemeal solutions, it integrates everything—compute, storage, networking, and security—into a single, automated platform. Features like real-time cost metering and advanced memory tiering deliver efficiencies that hyperscalers have mastered, but in an on-premises setup. Customers who’ve explored alternatives often come back to VCF for its depth and the ability to support complex workloads like AI with built-in tools. It’s about control, performance, and scalability all in one package.
Looking ahead, what’s your forecast for the evolution of private cloud solutions like VCF in the next few years?
I see private cloud platforms like VCF becoming even more central to enterprise IT as businesses demand greater control over data sovereignty and costs while still chasing innovation like AI. We’ll likely see tighter integration with hybrid and multi-cloud environments, making transitions seamless. Security will continue to be a huge focus, with built-in compliance and confidential computing becoming standard. I also expect automation to deepen, reducing the human overhead in managing these systems. Ultimately, platforms like VCF will evolve to be the backbone of digital transformation, balancing agility with the stability enterprises need.
