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European retailer here with >3000 stores in EU.
We recently decided to move away from VMware after the Broadcom “takeover”. We have three scenarios to cover; datacenter setup, satellite offices (stand alone hosts) & hosting partners.
For stand alone it was an easy choice; proxmox. For datacenter; hyper-v. Hosting providers; VMware (their choice).
At the moment we are pushing our hosting providers for exit plans from VMware.
As a company we have taken the decision to not support Broadcom pricing structure if we can avoid it.
Totally agree with your take on it - this is a Security Incident waiting to happen.