VMware will port its Cloud Foundation suite and flagship hypervisor to Arm, aiming to serve AI, edge, and telco workloads where Arm’s efficiency shines. The phased rollout begins with Nvidia servers, with broader Arm features expected by 2026. While hyperscalers already tout Arm performance-per-watt gains, VMware is focusing first on service providers and on-premises users—signaling a shift in strategy as energy efficiency reshapes enterprise computing.
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