According to Ars Technica, UK retailer Tesco is moving 40,000 server workloads off VMware amid what's being characterized as problematic conduct by Broadcom, which acquired the virtualization company in 2023. The scale of the migration—from one of Europe's largest retailers—signals significant customer dissatisfaction with Broadcom's stewardship. For an enterprise customer to absorb the substantial costs and complexity of such a migration suggests vendor relations have deteriorated enough to make switching economically preferable. The move hints at broader challenges for VMware's market position.

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