Forget for a moment the acquisition.
The real problem is the market shift and skills shortage. The estimation for space economy in 2040 is a 9000 billion dollar ecosystem. The estimation for 2028 is one million satellites in space. Countries want to manage self-driving vehicles in a few years? How? With analog devices?
Let‘s face it, most IT admins habe no clue about industrial IT. Most IT admins are not machine programmers, and the only experience with sensors is temperature monitoring. In addition, information security is loyalty business. Does Apple come to the door and is begging hey please can you have a look to the virtualization opportunities with our M3? Of course not, and the information barriers trend slowed down integration, temporarily at cost of quality. VMware alliances got stressed at banking level.
It is the best reality that Broadcom bought VMware. They sell hardware like hell. At planetary level, the goal is measured in billions of managed devices. What does this mean e.g. for PHI and PII?
So, at chip level, getting the rtfm of new chips in beta stage to design new and secure vSphere capabilities, that‘s a requirement for performance.
And for EUC and Carbon Black?
The EUC success came from banking, assurances and from hospitals. That said, try to integrate a privacy information management system ISO 27701 with more SaaS and fewer classic apps, at country level and globally. It takes time, right? So, in 18 months, Tesla unleashes a few new Giga Factories, a new hyperscaler physical datacenter e.g. AWS, Azure, GCE, etc. is up and running in 18 months. So, why waiting for EUC management plane? Does EUC integrate OT? No. Does it integrate AI workflows? Rather no.
It does not scale at planetary level. Broadcom unleashed 100GB/s and 200GB/s devices in very short time. They want to bring that cross clouds SDDC approach to the chip. GPU? Yes! Generative AI? Yes! Sensors? Yes!
I believe. 2024++
