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TheCUBE is covering the Broadcom VMware Explore event in Las Vegas, focusing on infrastructure and generative AI driving enterprise reinvention. Challenges include ecosystem changes and growth pains. Customers have options to isolate their VMware estate or move to equivalent hypervisors, the cloud, or modernization. The market opportunity for VMware is significant, with a TAM of 30-50 billion and growing IT spending. VMware aims to capture a share of the AI market. SaaS apps could reduce VMware license costs, but the transition is challenging. Partnering with...Read more