13 comments

  • fsuts 1 hour ago
    ”Tesco, a retail conglomerate headquartered in the United Kingdom”

    For any non Uk people, it’s the largest supermarket in Uk. Combination of large stores and smaller high street convenience stores.

    (2nd largest was owned by Walmart who sold it recently to private equity and so now it’s saddled with debt and being ruined…).

    • lmm 1 hour ago
      Walmart had already ruined ASDA to be fair, it's not like private equity is doing worse.
  • sokoloff 2 hours ago
    If Tesco needs character witnesses that Broadcom has done this to many other customers, I think they’ll find plenty of willing participants.

    Broadcom’s marketing for Proxmox is extremely effective.

    • fsuts 1 hour ago
      It’s ok, UK courts are mainly rigged and likely to favour a home company over a foreign one (see Tesla v bbc as an example).

      Unlike USA, we don’t have Juries for corporate cases and generally filings are private so the Judgement can say pretty much anything….

      • malfist 20 minutes ago
        What are you talking about? Judicial filings in the UK are not generally confidential and when they are it is usually only about specific documents.
      • throwaway85825 48 minutes ago
        >filings are private

        That's horrific

        • fsuts 46 minutes ago
          If uk media were not silenced then yes, everyone would be horrified at what goes on.
      • vr46 52 minutes ago
        [dead]
  • nubinetwork 2 hours ago
    > Tesco is also dealing with migration challenges related to data security because its new, unnamed virtualization software is incompatible with the Veeam and Zerto products it uses.

    What is a VMware alternative, that isn't compatible with backup software? I'm guessing it's not nutanix?

    • naturalmovement 1 hour ago
      I'm having flashbacks from the late 90s/ early 00s when your company would hire a "Linux guy" that would force a large scale migration to some open source stack no one heard of, then only later worry about if any existing applications worked.
      • nikanj 1 hour ago
        Currently in Finland, a major public health provider is moving to chromebooks. By the end of 2026. They won’t even have the test environments ready before Q3 2026.

        Interesting times.

    • Fordec 2 hours ago
      I've been hearing that HPE are on a push lately with larger enterprises trying to encroach on VMWare during their pricing changes, might be them.
      • d3Xt3r 46 minutes ago
        HPE's VMWare alternative is Morpheus, and it supports both Veeam and Zerto. So it's probably not them.
    • cloudie78 2 hours ago
      OpenShift as an alternative to Tanzu.

      OpenShift Virtualisation or whatever it’s called for the virtualisation part of VMWare.

      Used to do those migration in a previous life.

      • p_l 1 hour ago
        The latter is IIRC rebadged KubeVirt
    • Flere-Imsaho 2 hours ago
      Probably Proxmox. Veeam support is relatively new.
      • nick__m 1 hour ago
        Proxmox for 40k vm would be surprising also veeam support Proxmox.
        • proxysna 1 hour ago
          I'd would assume that this is not a monolithic cluster of 40k vm's but at least tens of clusters. Which puts it in the realm of capabilities of Proxmox.
          • nick__m 43 minutes ago
            Before my vacation we (3 colleagues and myself) completedan 8 months long migration (coordination with stakeholders is longer and more complex than migrating a 192TB VM !!!) to 6 proxmox clusters so 20 to 40 clusters for 40k is certainly possible but imo it would be unwieldy.
    • digitalsin 2 hours ago
      Nutanix has served us well over the last 8 or so years.
  • proxysna 1 hour ago
    Great time to migrate off VMware. All the migration paths are well-trodden by now, but goddamn 40k vm's. A lot of work ahead.
    • rwmj 1 hour ago
      I work at Red Hat and a customer moving 40k servers off VMware is a fairly regular occurrence. It'd be one of the larger migrations but certainly not unusual. We can usually do about 500-1000 guests per day once the migration is fully underway after the initial engagement and a qualification period where the VMs get scoped for anything unusual / difficult to move.

      It's all based around open source projects virt-v2v and Migration Toolkit for Virt, and the typical target is OpenShift Virtualization.

      There are various zero-copy options if you're using specific storage. In the best case the downtime for each guest can be as little as a few minutes. If the storage stars don't align then it can take a few hours per VM (but conversions happen in parallel, dozens or hundreds at a time).

      [I don't have any specific knowledge about where this Tesco account is going. We have plenty of competitors. Everyone is dining at the Broadcom trough right now. Broadcom's "strategy" is absolutely baffling to me.]

      Edit: Almost forgot that I gave a 5 minute lightning talk about it: https://pretalx.com/devconf-cz-2024/talk/SN93LG/

      • stackskipton 1 hour ago
        >Broadcom's "strategy" is absolutely baffling to me.

        I know plenty of Enterprise customers who cannot move easily and just renewed 3 year VMware licenses for their cluster at insane rates. They are planning on moving but I'd be shocked if they complete it. $LastCompany had VMware footprint I know will be very difficult to move off, deployments, monitoring, backups were all dependent on VMware. There are plenty of US Government entities who are not even considering it at this time.

        Also, Broadcom has slashed expenses so I wouldn't be shocked if profit margins are crazy. This article: https://www.theregister.com/software/2025/03/07/bulk-of-big-... indicates over 1 Billion additional revenue per quarter

        If you look deeper into the migration article, it's pointed out that they are already facing migration challenges. I wouldn't be shocked if 3 years later, there are some workloads still running on VMware, you can't easily get them off and just renews insane licensing cost for much smaller hardware footprint.

        • sokoloff 1 hour ago
          The extortionate renewal rates I saw as a gift from Broadcom. It made it very easy to price the risk of doing nothing and be sure that the cost of outages during and immediately post-migration would be lower. (Yes, we had a few, due to obscure drivers issues or an app that really wanted a specific CPU or chipset or virtual NIC, and they cost us less than 10%, probably closer to 5%, of what the proposed renewal would have cost.)
        • jamesfinlayson 1 hour ago
          Yeah I'm at a place that is kind of sucking it up, but there is a work-stream to move more stuff into the cloud and another work-stream to move more stuff on-prem but Kubernetes running on bare-metal. There's also work to stop using some component of VMware as well.
          • stackskipton 1 hour ago
            Sure but whole strategy is "Jack up prices by 500%, cut expenses by 70% and make more money in short term"

            What about the long term? Who care, massive money made and they can use that to keep going.

            • twoodfin 59 minutes ago
              I think Broadcom correctly realizes that no matter what they do there is no long term: In a world of Cloud hyperscalers and containerization, the absolute number of “traditional” virtual machines run by a commercial hypervisor has nowhere to go but down.
              • rwmj 13 minutes ago
                No one's going away from VMs any time soon (if ever). More than half of the workloads we see being migrated are Windows. Many more are odd/ancient RHEL versions running some very specific software where the manufacturer won't offer a newer version / went out of business / the guy who set it up left and no one knows how it's configured / it works and we never want to touch it again.
              • bigstrat2003 45 minutes ago
                Containers do not reduce reliance on VMs, really. Those containers still need a server to run on, and that server is almost certainly going to be a VM and not bare metal.
            • Spooky23 59 minutes ago
              They make AI crap. The future is Mars.
              • BLKNSLVR 3 minutes ago
                But Snickers is Mars with nuts, so it's both healthier and more filling.

                The future is Snickers!

      • proxysna 35 minutes ago
        Nice. Thanks for the insight!
  • driverdan 37 minutes ago
    As someone who has never dealt with anything close to this scale, why would it take 18 months to migrate? Is this poor config management, a lack of automation, or something else?
    • mjfisher 28 minutes ago
      I can't speak to this particular case, but most of the delay is likely to be organisational rather than technical at this kind of scale.

      Don't think about how hard it is to migrate a VM to a new provider. Think about how hard it is to:

      * Get procurement to sign off on a new vendor

      * Guarantee that your ISO compliance standards can be met under the new regime

      * Make sure that GDPR requirements are met during any data transfer process to the satisfaction of your legal team

      * Get the old infrastructure team and the new infrastructure team coordinated enough to be able to plan a migration without downtime

      * Mollify the consultants that the CEO's friend said he should hire

      * Analyse the migration plan to death to derisk it while at the same time be unable to actually evaluate it small scale due to the points above

      • to11mtm 24 minutes ago
        Don't forget any relevant training for employees (e.x. for things like 'how to connect to a virtual desktop'). That can add up in some cases.
  • GlacierFox 1 hour ago
    Why would you self sabotage such a considerable contract? Are Broadcom stupid?
    • remus 32 minutes ago
      It does seem an odd move. No doubt they're going to milk existing customers for everything they're worth, but they're going to create a generation of people who will never buy anything from them ever again. That guy who's busting his balls to migrate off VMWare because of the price hike is gonna be the CTO in 10 years time, and when he's making that 10m USD purchasing decision they're gonna stay well away from anything with the name Broadcom on it.
    • laserDinosaur 1 hour ago
      From the followup article "Broadcom is laughing all the way to the bank"

      >"Broadcom’s recent $1 trillion valuation is largely related to Broadcom’s expectations of AI"

      Who needs paying customers when you have AI?

      • LastTrain 1 hour ago
        Broadcom has paying customers - they sell chips to companies that have no paying customers.
    • simonjgreen 1 hour ago
      Evidence does tend to point that direction, yes. What they did to the VMware ecosystem is reprehensible
    • fsuts 1 hour ago
      VMware is in its way out and they are milking every penny?
    • lmm 43 minutes ago
      Honestly the writing was on the wall for the traditional VM business already. May as well squeeze out what you can where you can.
    • quickthrowman 33 minutes ago
      Broadcom expects every customer to move off VMware eventually due to technology shifts, by jacking up the price 10x and cutting costs 70% they can print money for a few years from customers that are either too risk-averse or too dysfunctional to switch to another product.

      Possibly they’ll do enough brand damage that it turns out to be a negative ROI, but for now they’re printing money.

    • windexh8er 1 hour ago
      Apparently you've not read about Broadcom's well loved and respected CEO: Hock Tan. /s
  • Nikhil37475 1 hour ago
    extremely effective
  • Nikhil37475 1 hour ago
    effective
  • dzonga 1 hour ago
    this is probably another big risk with enterprises going all in on using spring-boot.

    migrating to quarkus won't save you either - since it's IBM on the other hand.

    if only other ecosystems could catch up to Java/JVM solutions.

    • bijowo1676 1 hour ago
      there is no risk since spring boot is open source.

      any attempt at milking spring-boot will lead to forking it into OpenBoot or something

    • lijok 1 hour ago
      What’s so special about Java/JVM solutions? What is for example the Go ecosystem missing in comparison?
      • ickyforce 1 hour ago
        Mostly 30 years of people writing code.
  • nmstoker 1 hour ago
    I wonder if it's fair to say Tesco are experiencing being treated somewhat like they treat farmers!
  • xvxvx 2 hours ago
    Before AI, the cloud was the big thing. It took years for companies to understand the risk of hosting on someone else’s infrastructure, regardless of the initial cost savings. I’m somewhat happy to see reality sink in, though this specific case is quite alarming.

    If AI survives, we’ll see inflated costs drive companies back to hiring actual human beings to do the work.

    • tjwebbnorfolk 2 hours ago
      VMWare was run on local infrastructure long before the cloud existed.
    • mjr00 1 hour ago
      ... except this is on-prem with their own infrastructure, not cloud?
  • chatmasta 55 minutes ago
    If anyone here is looking to move Greenplum workloads off Broadcom (or unsupported open source), email me miles.richardson@enterprisedb.com — I’m the PM for WarehousePG [0], an open source fork of Greenplum. We’ve got a cracked engineering team working hard to modernize it.

    At EDB we’ve forked Greenplum from last OSS into WarehousePG, added over a dozen customers with petabytes of data, and hired a few dozen specialists. We have an extension for Lakehouse connectivity based on DataFusion (with optional offload to Spark including GPU acceleration) to read/write Iceberg. And we have a lot planned for the next version, which you might infer from the name: WarehousePG 19.

    [0] https://github.com/warehouse-pg/warehouse-pg