Broadcom Unveils Newest Innovations for VMware Cloud Foundation
Broadcom (NASDAQ: AVGO) announced updates to VMware Cloud Foundation (VCF), enhancing infrastructure modernization, developer productivity, and cybersecurity while maintaining low total cost of ownership. New features include VCF Import, full support for vSAN Max and ESA stretched clusters, optimized VCF Edge configurations, and advanced Kubernetes support. Security improvements include ESXi Live Patching, VMware vDefend lateral security, and dual DPU support. These advancements aim to accelerate digital innovation and adoption. VMware Cloud Foundation 5.2 and vSphere Foundation 5.2 are expected in Q3 FY24.
- Introduction of VCF Import for seamless integration of existing environments.
- Full support for vSAN Max and ESA stretched clusters, offering petabyte scale storage.
- Optimized VCF Edge configuration for cost-effective edge computing.
- Enhanced developer productivity with quick start templates and advanced performance insights.
- Introduction of Tanzu Kubernetes Grid as an independent service.
- Security advancements like ESXi Live Patching and VMware vDefend lateral security.
- Dual DPU support for better continuity and protection.
- None.
Insights
Broadcom's latest enhancements to VMware Cloud Foundation (VCF) showcase a significant push towards modernizing IT infrastructure while ensuring security and efficiency. The new VCF Import functionality stands out as a game-changer, allowing seamless integration of existing vSphere and vSAN environments into VCF without a full rebuild. This not only saves time but also optimizes resource use and lowers costs, which is important for businesses looking to modernize their infrastructure without hefty expenditures.
The introduction of integrated support for vSAN Max and vSAN ESA could notably enhance storage efficiency and scalability, addressing the needs of enterprises handling vast amounts of data. Furthermore, the ESXi Live Patching feature is a valuable addition, allowing critical updates without downtime, which is vital for maintaining system reliability in a business environment.
However, the constant evolution of VCF to support advanced technologies like AI/ML workloads, Kubernetes and enhanced security measures highlights Broadcom's commitment to staying ahead in the cloud infrastructure market. The ability to deliver these updates asynchronously with upstream Kubernetes versions also ensures that developers have access to the latest features, fostering innovation.
For retail investors, these technological advancements suggest a positive long-term outlook for Broadcom, as the company continues to adapt to and anticipate market needs. The focus on cybersecurity, particularly in light of increasing data security concerns, further positions VCF as a robust solution for enterprises.
Broadcom's unveiling of the latest VMware Cloud Foundation (VCF) updates signals a strategic move to reinforce its position in the private cloud market. The emphasis on infrastructure modernization and enhanced developer productivity aligns with industry trends where enterprises seek to balance innovation with operational efficiency. By focusing on reducing total cost of ownership (TCO) while delivering high performance, Broadcom targets a broad spectrum of businesses from SMEs to large enterprises.
The new capabilities, such as license portability and VCF Edge, offer flexibility and scalability, which are attractive features for companies considering hybrid cloud environments. The ability to seamlessly shift workloads between on-premises and cloud environments without added complexity or cost is particularly appealing in today's dynamic business landscape.
Moreover, the integration of advanced security features like VMware vDefend and Live Recovery addresses growing concerns about cybersecurity, an area of increasing importance for investors. These updates not only improve system resilience but also help mitigate risks associated with cyber threats, which can have substantial financial implications for businesses.
From an investor's perspective, these enhancements suggest that Broadcom is well-positioned to capture market share in the private cloud space. The company's ability to deliver cost-effective, scalable and secure solutions could drive customer adoption and, consequently, revenue growth.
Broadcom's latest updates to VMware Cloud Foundation underscore the company's strategic focus on cutting-edge cloud solutions. The enhancements promise significant cost savings and operational efficiencies for customers, which could translate into strong financial performance for Broadcom. Features like the VCF Import functionality and ESXi Live Patching are designed to reduce downtime and streamline infrastructure management, potentially lowering operational costs for businesses.
The emphasis on integrated data services, enhanced AI/ML capabilities and advanced security measures suggests a forward-looking approach to meeting the evolving needs of enterprises. These advancements could drive higher adoption rates for VCF, boosting Broadcom's revenue from its cloud segment. The anticipation of these updates in Broadcom's fiscal Q3FY24 is likely to generate positive sentiment among investors, reflecting confidence in the company's growth trajectory.
However, it’s essential to consider the competitive landscape. While Broadcom's innovations are impressive, the market for private cloud solutions is highly competitive, with players like Microsoft Azure and AWS continually raising the bar. Broadcom will need to ensure that its offerings continue to deliver unique value propositions to maintain and grow its market share.
For retail investors, Broadcom's focus on innovation and efficiency in cloud solutions bodes well for long-term growth. The company's ability to address critical industry pain points such as cost, security and scalability could result in sustained financial performance.
VCF accelerates customer innovation by delivering public cloud scale and agility with private cloud security and performance, and low overall total cost of ownership
PALO ALTO, Calif., June 25, 2024 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today unveiled the latest updates to VMware Cloud Foundation (VCF), the company’s flagship private cloud platform. The latest advancements in VCF support customers’ digital innovation with faster infrastructure modernization, improved developer productivity, and better cyber resiliency and security with low total cost of ownership.
“VMware Cloud Foundation is the industry’s first private-cloud platform to offer the combined power of public and private clouds with unmatched operational simplicity and proven total cost of ownership value,” said Paul Turner, Vice President of Products, VMware Cloud Foundation Division, Broadcom. “With our latest release, VCF is delivering on key requirements driven by customer input. The new VCF Import functionality will be a game changer in accelerating VCF adoption and improving time to value. We are also delivering a set of new capabilities that helps IT more quickly meet the needs of developers without increasing business risk. This latest release of VCF puts us squarely on the path to delivering on the full promise of VCF for our customers.”
VCF is purpose-built to modernize infrastructure and accelerate innovation, delivering integrated, enterprise-class compute, networking, storage, management, and security across any environment. VCF includes native Kubernetes to support both VM and containerized workloads on a single platform, enables advanced AI/ML workloads at enterprise scale, and offers integrated data services capabilities. IT can continuously optimize performance and costs, protect the business from threats, and enable the business to focus on outcomes instead of operations through advanced observability and insights. VCF customers benefit from capabilities aligned to every part of their private cloud journey, from Day Zero adoption through Day Two continuous operations. VCF customers benefit from license portability which enables them to purchase subscriptions of the new VCF software and have complete mobility between their on-premises environment and supported endpoints of choice. New advancements will include:
Modernize Infrastructure: New VCF Import capability will enable integration of existing vSphere and vSAN environments into VMware Cloud Foundation, centralizing management and optimizing resources without needing a full rebuild of a customer environment. This will transform current customer environments and enable greater efficiency, lower costs, and faster time to value. VCF now provides full, integrated support for vSAN Max and vSAN ESA stretched clusters, providing customers petabyte scale disaggregated storage and active-active availability. The new VCF Edge will provide an optimized VCF configuration for edge use cases, offering scalable, cost-efficient, flexible, hassle-free management and consistent infrastructure from data center to edge.
Cloud Experience for Developers: The new release of VCF will simplify application deployment and management with quick start templates, easy network integration, and advanced performance insights, driving faster time to market and increased developer productivity. VCF will offer Tanzu Kubernetes Grid (TKG) as an independent service, delivering asynchronous TKG releases to align with upstream Kubernetes and quickly provide the latest versions to developers. VCF networking enables developers to focus on coding and testing rather than dealing with intricate network requirements, facilitates better collaboration among development teams, and supports more efficient CI/CD pipelines. Enhancements to VCF networking will enable rapid setup and configuration to move from traditional VLAN-based network set-ups to advanced NSX virtual networking. VMware Avi Load Balancer with VCF delivers self-service load balancing as a service for DevOps and AppOps teams and enables IT to deploy load balancing at the speed of applications.
Security and Resilience: VCF and associated add-ons such as VMware Live Recovery and VMware vDefend lateral security enable private cloud integrity, higher availability, optimized network performance, malware/ransomware prevention, and robust data protection. New ESXi Live Patching allows administrators to apply critical patches to ESXi hosts without requiring maintenance windows and Flexible VCF Component upgrade provides the ability to apply the latest patches available at the time of upgrading to a new VCF version. Together these advancements reduce downtime, streamline patch management and enhance system reliability. Dual DPU support with vSphere Distributed Services Engine will help ensure continuity and protection against DPU failures, provide full isolation of dual independent DPUs, and double the offload capacity per host. vSAN Data Protection will enable administrators to more easily protect and recover VMs from accidental deletions and ransomware attacks. VMware vDefend lateral security will deliver increased distributed and gateway firewall scale, security information and event management (SIEM) integration for enhanced east-west ransomware prevention, and on-prem network detection and response (NDR) for threat triaging. VMware Avi integration with SDDC Manager will streamline lifecycle management of Avi software from deployment, through provisioning, to ongoing operations.
“The excitement and associated concerns surrounding GenAI and data security reinforce the need for private clouds. Enterprises need to ensure that private corporate data does not find itself inside a public AI model,” said Dave McCarthy, Research Vice President, Cloud and Edge Services, Worldwide Infrastructure Research at IDC. “How customers choose to build private clouds will be driven by the unique requirements of each organization, such as updating legacy infrastructure, advancing the needs of their developer community, or creating a more secure and reliable environment to support a new generation of AI/ML applications. VMware Cloud Foundation continues to evolve as a private cloud platform, and the latest innovations Broadcom is delivering should help customers of all sizes accelerate adoption.”
Optimizing IT Infrastructure with VMware vSphere Foundation
For the past decade, virtualization has helped hundreds of thousands of customers in simplifying the IT environment. Today’s requirements are different. Modern IT must adapt to support AI/ML-enabled applications, developer-driven requirements, and modern threats, while at the same time having to take on more responsibilities with fewer people. VMware vSphere Foundation is the next evolution of the industry-leading VMware vSphere solution, designed to support modern IT requirements by boosting operational efficiency, elevating security and supercharging workload performance, all in support of accelerating innovation. The newest update of vSphere Foundation will deliver innovations that include:
- ESXi Live Patching for faster updates with zero downtime.
- Easy access for developers to self-service infrastructure via the vSphere IaaS control plane and a Local Consumption Interface for infrastructure services like VM service and storage service.
- Tanzu Kubernetes Grid Service becomes an independent service, with asynchronous updates enabling customers to consume the latest upstream Kubernetes versions faster.
- Easier management of all vSphere Foundation components with a simplified console including global inventory, simplified diagnostics, centralized certificate management and unified licensing.
- Improved end user experience and security with single sign-on across all product components.
Availability
VMware Cloud Foundation 5.2 and VMware vSphere Foundation 5.2 are expected to be available in Broadcom’s fiscal Q3FY24.
Additional Resources
- For more details read these blogs about VMware Cloud Foundation 5.2, VMware vSphere Foundation 5.2, VCF Edge, vSphere 8 Update 3, and vSAN 8 Update 3
- Learn more about VMware Cloud Foundation and VMware vSphere Foundation
- Follow VMware Cloud Foundation social channels on LinkedIn, X, formerly known as Twitter and YouTube
About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions. Broadcom's category-leading product portfolio serves critical markets including cloud, data center, networking, broadband, wireless, storage, industrial, and enterprise software. Our solutions include service provider and enterprise networking and storage, mobile device and broadband connectivity, mainframe, cybersecurity, and private and hybrid cloud infrastructure. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, go to www.broadcom.com.
Media Contacts
Roger T. Fortier
Broadcom Inc.
+1.408.348.1569
roger.fortier@broadcom.com
FAQ
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