[HPsquared]

A rising tide makes the pie bigger. Something like that.

[toyg]

Is virtualization really a growing pie, these days? Big players eat everything, and they have their own solutions typically.

[HPsquared]

The other possibility, if it's a shrinking market, is they are just strip-mining it.

[ChrisRR]

VMware are the big players

[EraYaN]

I think he means AWS/Azure/GCP and other hyperscalers.