”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…).
And it has no US comparison. The tesco meal deal concept, the literal wall of choices, just doesnt exist in north america. I did a big work trip to the UK a couple years back with over 100 people. I tried to explain meal deals and nobody believed me. Then our people basically stripped the meal deal shelves of the tesco express beside our hotel.
Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct
291–297 of 297 posts
Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct
#292I’m surprised by the comments here. The Broadcom business model (outside the chip business) had been pretty well known, and they don’t really hide it. They are tech bottom feeders. They find large businesses with a decent moat and free cash flow but are in long term decline (and wasting cash trying to find something new). They buy them, cut development, support and marginal products. Raise prices and squeeze as much…
They do keep investing in their software "just enough" to keep customers from churning. These sorts of lawsuits never really make it to court, there's a negotiation tactic. Meanwhile Broadcom's software revenue led by VMware keeps growing 30% YoY and they close new contracts because in spite of being expensive.... because there's very few true alternatives in the market to VMware Cloud Foundation at high scale - Nuta…
Curious since it is the truly real open source one.
Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct
#293Earlier quoted context omitted.
Trading Broadcom for IBM... what could go wrong?
Openshift Virt is fully open source under a BSD license, so you now have legal options to move to a competitor or even manage it yourself (although I wouldn't recommend the latter, even I don't manage OSV myself).
Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct
#294Earlier quoted context omitted.
They do keep investing in their software "just enough" to keep customers from churning. These sorts of lawsuits never really make it to court, there's a negotiation tactic. Meanwhile Broadcom's software revenue led by VMware keeps growing 30% YoY and they close new contracts because in spite of being expensive.... because there's very few true alternatives in the market to VMware Cloud Foundation at high scale - Nuta…
Revenue may be increasing, but their customer base is decreasing, and any customer who's paying attention is now looking for an exit strategy. Yes, the alternatives have their problems, but ESXi/VMware/VCenter/VSphere have a lot of problems too. I will disagree with your claim that "VMware is the most stable and hassle free of the bunch." I spec'ed, installed, and ran a VMware cluster for a few years and it was never…
VMware in 2024 had 96% of the virtualization market and 500k customers. The above is somewhat true but also kind of like saying "the USA is in decline"... okay, but it's so big that it's going to take a very long time, and not every arrow is pointing down.
Broadcom focusing on higher margin larger customers hurts the 10+ year horizon but at the same time they're closing massive (9 figure) deals 5 years out including some very large expansions. Everyone is going to look for an exit - as they should! - but that doesn't mean they actually WILL exit.
(I don't work for VMware, though I did years ago, I am an independent).
> I spec'ed, installed, and ran a VMware cluster for a few years and it was never very stable. After a while I stopped installing the software updates because they would usually break something.
I would gently suggest this isn't really much of an anecdote. This is like saying "I ran Linux once and it never seemed stable, so I stopped updating it".
There's VMware customers that range from a dozen VMs on a cluster to literally hundreds of clusters each with 10-20 hosts each with 100+ cores and 2 TB+ RAM and thousands of VMs... adding up to 500k+ VMs at the largest customers.
> More than once, after applying an update, I had to re-install the licenses for each server and its associated CPUs, which is a painful process.
This is not something I have encountered in 20+ years or could find an KB about online to indicate it was a widespread issue (though maybe it was if you have a link). Broadcom moved all licenses to subscription recently, which caused issues here but otherwise this feels odd.
> We initially installed using an external DNS, but the cluster was so flaky that we had to switch to their recommended configuration of local DNS.
I am not sure I understand, What do you mean by local vs external DNS? I am familiar with Kubernetes clusters having local CoreDNS and a plugin for plumbing external records called External DNS, however these aren't vSphere concerns. Vsphere uses standard NTP and DNS and doesn't ship with a DNS server, it doesn't have any recommendations on where or how it runs other than it being highly available.
Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct
#295Earlier quoted context omitted.
They do keep investing in their software "just enough" to keep customers from churning. These sorts of lawsuits never really make it to court, there's a negotiation tactic. Meanwhile Broadcom's software revenue led by VMware keeps growing 30% YoY and they close new contracts because in spite of being expensive.... because there's very few true alternatives in the market to VMware Cloud Foundation at high scale - Nuta…
What specific issues did you have with OpenShift at high scale? How long ago was it? Curious since it is the truly real open source one.
Mostly the other problems are the typical problems of managing bare metal multi-tenant Kubernetes cluster. The customers that don't have as many of these problems are ironically running openshift on vSphere ;).
while the OCP operators and GUIs cover much of the usual day to day , you really need deep Kubernetes expertise at scale, and need to drop down to the upstream project code and docs. For example it is very hard to force configuration discipline on tenants (leading to many flowers blooming here like Kyverno); security in Kubernetes is complex and requires careful tradeoffs on policies; it is laborious and counterintuitive (requests vs limits - ie. you should always set requests and be very careful setting limits) to manage compute capacity and noisy neighbours, Submariner and OVN-Kubernetes network services are limited compared to HCX+NSX (eg. NAT topologies, distributed firewall management, tunnels, fabric connectivity ie. VRFs or EVPN support though this is coming soon... also Openshift's metalLB for ingress load balancing is its own thing with its own connectivity config), out of the box observabiity is not very good and requires 3rd party solutions or extensive customized configurations , and the Kubernetes scheduler itself is focused on efficient bin packing rather than workload stability.
Also replacing vSphere VMs with OSV, you lose DRS which is a big blow... you do keep vmotion live migration equivalence but you must use a NetApp Filer (or any NFS store) for your VMs, or Nutanix Files, or ODF/Ceph in RWX volume mode. ODF/Ceph is more laborious to manage than VSAN (it requires its own knowledge well), but importantly has native S3 object storage, which VSAN still is missing (though I hear it is imminent in VCF 9.1.2). VLAN assignment to VMs with NMstate and multi-NIC failover has gotten better here over the years with OCP though feels shakier (more complexity is exposed, LACP is required, etc) than the VMware distributed switch native load based NIC teaming or NSX.
Overall if you squint, OpenShift can replace much of vSphere on paper , and at least somewhat in practice - but you really, really need a sharp ops team that knows what they're doing and at least some 3rd party solutions for capacity and observability. I'm also not sure redhat education and consulting is scaled at the level required to build these skills in industry quickly enough, though IBM certainly has the qualifications to do so. That said Broadcom is also doing plenty to squeeze or shed its education and consulting to partners which is ... a mixed bag usually at first that doesn't end well, and leads to repatriation.
Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct
#296Earlier quoted context omitted.
Revenue may be increasing, but their customer base is decreasing, and any customer who's paying attention is now looking for an exit strategy. Yes, the alternatives have their problems, but ESXi/VMware/VCenter/VSphere have a lot of problems too. I will disagree with your claim that "VMware is the most stable and hassle free of the bunch." I spec'ed, installed, and ran a VMware cluster for a few years and it was never…
> Revenue may be increasing, but their customer base is decreasing, and any customer who's paying attention is now looking for an exit strategy. VMware in 2024 had 96% of the virtualization market and 500k customers. The above is somewhat true but also kind of like saying "the USA is in decline"... okay, but it's so big that it's going to take a very long time, and not every arrow is pointing down. Broadcom focusing…
I've been running Linux since 1991. I haven't done so for decades, but I contributed several patches to early Linux development, and I'm quite able to use and maintain Linux in most any circumstances.
As the sole administrator of the cluster, I was capable, but not necessarily an expert in all areas. I never had trouble solving the problems that came up, but I was often annoyed that they happened at all. It struck me as an immature product under constant development and refactoring, which often introduced new problems. Through several major releases, lots of important system elements were refactored and deprecated. I should have been more focused on actually using the cluster rather than maintaining it, but it needed a lot of attention.
My reference to external DNS means a DNS server not on the LAN, but outside, and only accessible through the WAN. Some of the internal VSphere services and operations are DNS intensive, and cannot tolerate the latency you would get over a 10Mbps WAN connection. I eventually set up a local DNS, which solved most of those problems. When the HPE team came to our site, I worked shoulder-to-shoulder with them for about 20 hours to get the cluster up. At the time, they recommended using a local DNS, so they knew about the issue, but they stopped short of warning me to not go external, probably because they were embarrassed, or more likely because they didn't want liability for any product defects.
Re: Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct
#297Earlier quoted context omitted.
> Revenue may be increasing, but their customer base is decreasing, and any customer who's paying attention is now looking for an exit strategy. VMware in 2024 had 96% of the virtualization market and 500k customers. The above is somewhat true but also kind of like saying "the USA is in decline"... okay, but it's so big that it's going to take a very long time, and not every arrow is pointing down. Broadcom focusing…
You said; 'I would gently suggest this isn't really much of an anecdote. This is like saying "I ran Linux once and it never seemed stable, so I stopped updating it'. I've been running Linux since 1991. I haven't done so for decades, but I contributed several patches to early Linux development, and I'm quite able to use and maintain Linux in most any circumstances. As the sole administrator of the cluster, I was capab…
A vSphere cluster (in comparison to say KVM) has been easier to run in my perspective, but I do think it helps a lot to be a part of the VMware tech community to learn the best practices since there are historical quirks that are not always intuitive.
Thank you for your response on the external DNS, that makes sense in retrospect.