[sofixa]

Everyone bar AWS is focusing on multicloud. And VMware's offerings are utter shite and very poor features wise ( where it matters), so I doubt they'll be impacted.

( Their offerings were so bad they were forced to sell their vSphere as a service arm to a low cost hosting provider. Even with the popularity of that dumpster fire in DCs and most companies moving away from DCs they still couldn't capture any market share)