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Arm in the enterprise is at least three years away, says Broadcom software boss

ID
20588
Status
summarized
Published
02 Sep 2026, 2:11 PM
Fetched
02 Sep 2026, 2:44 PM
Provider
The Register
Category
technology
Original URL
https://www.theregister.com/virtualization/2026/09/02/arm-in-the-enterprise-is-at-least-three-years-away-says-broadcom-software-boss/5293804
Source URL
https://www.theregister.com/headlines.atom

Summary

Score
4.5
Created
02 Sep 2026, 2:45 PM
Tags
Audience
developerssaas_founders

What happened

Ram Velaga, president of Broadcom's enterprise software division (which includes VMware), said at VMware Explore that Arm servers won't reach significant enterprise market share for at least three to five years, meaning VMware is in no hurry to port its hypervisor to Arm. VMware currently virtualizes only x86 servers, though it supports Nvidia, AMD, and Intel GPUs and runs a hypervisor on Arm-based SmartNICs. Velaga also dismissed RISC-V as 'absolutely nowhere' in the enterprise.

Why it matters

If you're planning infrastructure migrations or evaluating Arm-based server hardware (e.g., Ampere, AWS Graviton) for on-prem workloads, don't assume VMware ecosystem support will arrive soon — plan for Arm as a silo or stick with x86 for VMware-managed environments. Cloud-native shops running containers on Graviton are unaffected, but VMware-dependent enterprises should treat Arm server adoption as a 2029+ horizon.

Discussion angle

For Malaysian enterprises and MSPs heavily invested in VMware, does this timeline change any near-term hardware procurement decisions, or is everyone already moving to cloud-native and hyperscaler Arm instances anyway?

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