vmware2 articles
Cloud Bare Metal Is Now Undercutting On-Prem on Price and Availability, Says Nutanix CEO
Nutanix CEO Rajiv Ramaswami says hyperscalers' bulk purchasing power means bare metal cloud servers are now often cheaper and more readily available than on-premises hardware, pushing some traditionally on-prem customers toward the cloud. However, he noted a countertrend of customers favouring on-prem infrastructure for AI workloads to keep costs predictable, as ROI on AI remains uncertain. Nutanix reported Q3 2026 revenue of $703 million, a 10% year-on-year increase, and added 730 new customers, many migrating from VMware.
VMware Sneaks Out Arm ESXi Tech Preview With Nvidia Grace and Ampere Support
VMware has quietly launched a technology preview of its ESX hypervisor running on Arm processors, supporting servers from HPE, Gigabyte, and Supermicro powered by Ampere and Nvidia Grace chips, with guest OS support for RHEL, Ubuntu, and SUSE. The preview is limited in scope, lacking key features such as vSAN storage and NSX networking, and requires a separate x86-based vCenter for management. VMware is pursuing Arm support due to growing customer interest in edge computing, AI workloads, and the energy efficiency advantages of Arm processors, though the company has not committed to a timeline for a full release.