VMware rivals smell blood; Open-source virtualization stacks surge after Broadcom shake-up

As VMware pivots to pricey private cloud bundles under Broadcom, rivals like OpenNebula, Red Hat, Nutanix, and HPE are racing to fill the vacuum. From OpenNebula’s AI-ready KVM stack to Red Hat’s live storage migration and Nutanix’s multi-cluster switch, innovation is erupting across the ecosystem. Even Veeam is broadening backup support for fringe stacks like XCP-NG—suggesting a real shift in virtualization loyalties may be underway.