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boardroom The Register August 31, 2026

The balkanization of virtualization will de-throne VMware, which doesn't mind a bit

The balkanization of virtualization will de-throne VMware, which doesn't mind a bit
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ANALYSIS VMware is about to lose its status as the undoubted leader of the virtualization market after a 20-year reign – a result it doesn’t mind one bit, but which also signals an industry-wide end to significant innovation for traditional server virtualization. The end of VMware's reign will come slowly, then suddenly, between now and October 2027, a period that includes three dates that tens of thousands of VMware customers will have circled on their calendars to remind them of ideal deadline

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