This year, VMware Explore 2025 will officially include VMware Cloud Foundation (VCF) in the cloud foundation.Privatized AI services, allowing enterprises and developers to run AI or non-AI workloads simultaneously in a native form on this basic environment. Broadcom emphasized that it will continue to use this to simplify the deployment of various application services and even the difficulty of building AI applications.
VCF services are still built on the basis of simplifying management and accelerating deployment
In addition to making Private AI a standard feature of VCF cloud infrastructure, enabling enterprises to run both AI and non-AI workloads natively within a single private cloud architecture and deploy AI applications more efficiently and securely, Broadcom also announced at VMware Explore 2025 its continued collaboration with Intel and AMD, and further collaboration with NVIDIA to enable its latest Blackwell graphics architecture acceleration hardware to operate within the VCF environment, thereby improving application service or AI execution efficiency.
As for the current market mainstreamArm architecture servers, VCF support projects will also be included in the future, allowing enterprises and developers to build services with more modern hardware. This means that VMware will continue to pay attention to market trends and expand VCF solutions so that they can meet various computing deployment needs.
Krish Prasad, Broadcom senior vice president and general manager of VCF, said that the VCF business development strategy has always focused on making it easier for enterprises and developers to deploy modern application services, regardless of the scale of the service, so as to simplify the difficulty and cumbersome process of enterprises in building various services.
The purpose of adding private AI services is to enable enterprises and developers to build service AI in a more secure manner on the VCF cloud foundation, thereby responding to more financial, medical, government, and even automated factory application scenarios, allowing more AI services to be deployed and applied more easily and securely.
The introduction of AI in security is not for full automation
On the other hand, regarding the current security protection of the VCF cloud foundation, Umesh Mahajan, Vice President and General Manager of Application Services Network and Security Business at Broadcom, pointed out that in response to the current network environment and potential crises such as quantum attacks that may be faced in the future, the reliability of the VCF cloud foundation has been improved by integrating containerized security technology from Pivotal and enhanced security from NSX.
As for investing more in AI technology in security protection, the purpose is to enable managers to more effectively ensure system security. Although automatic repair and automatic load balancing are also provided to ensure stable service operation, it is believed that enterprises still need to have a certain degree of active management intervention. It is not a full automation operation, but to simplify the originally complex management process, but not to replace the existing management method with full automation.
Overall, the security concept behind VCF's cloud infrastructure is not to allow AI to operate in a fully automated manner, but to use AI to proactively identify system vulnerabilities in real time, allowing managers to detect and resolve problems immediately to avoid operational impacts.
Umesh Mahajan pointed out that enterprises do not necessarily need to use VCF's cloud-based security services, but emphasized that its security services have higher integration and can be quickly deployed in a containerized form. It also gives users greater control and can more effectively control costs compared to outsourced security solutions such as firewalls.
The current situation faced by enterprises is that with the increasing number of AI application services, data may be leaked in various ways, and more vulnerabilities may also be generated due to AI operations. Therefore, they hope to use AI to help IT strengthen management security issues.
Switching to a subscription model is more in line with the current technical needs of the continuous growth of AI technology.
As for the actual market application of VCF cloud infrastructure, Sylvain Cazard, President of Broadcom Asia Pacific and Japan, pointed out that incorporating more AI application services into the VCF environment will help companies manage their application services more easily, and believes that it will enable more companies to promote AI applications.
At the same time, Sylvain Cazard also stated that AI is currently being used by almost all companies, which currently brings more application development opportunities to VMware's technological development. It also assists companies in their transformation through its rich database and technical resources. Although AI does face many challenges, Sylvain Cazard expects that the popularization of AI will further drive market growth.
As for VMware's push to shift to a service subscription model starting in 2020, and its full transition to subscription usage after being acquired by Broadcom, it has gradually eliminated the previous buyout usage model, allowing customers to continue to use the latest version of services at a more affordable price. Chen Xuezhi, general manager of Broadcom's software business in Hong Kong and Taiwan, said that many existing VCF customers have begun to switch to subscriptions. Even though many companies in Taiwan still maintain the buyout plan, more than half of them have begun to switch to subscription usage, indicating that the subscription usage method has been accepted by most companies.
Especially now that more and more application services must integrate AI technology, enterprises must also respond to rapid transformation and integrate more new technologies. Therefore, gradually shifting to a subscription-based usage model on the VCF cloud can actually bring more benefits to enterprises, such as solving current technical development problems through new versions of services, or improving security vulnerabilities.
On the other hand, with AI technology changing rapidly and growing at an even faster pace, companies must also speed up their technological preparations. This is also the reason why Broadcom has been more actively promoting the transformation of its services to subscription-based usage after acquiring VMware.
