MSFT · News · 20260922N

Competition in Cloud-Native Platforms

MICROSOFT CORP · 2026-09-22 · Importance 42 · Surprise 64

Gartner predicts that 55% of enterprise VMware users will investigate proofs of concept for alternative distributed hybrid-infrastructure products by 2029. The expected shift reflects customer dissatisfaction with VMware communication, commercial practices, and support delays following Broadcom's acquisition. Microsoft, AWS, Nutanix, HPE, and Proxmox are identified as competing for this potential migration demand, although each faces licensing, feature, or support challenges.