The point: While switching to IaaS or Hyper-V lowers Broadcom licensing costs, the costlier problem of running VMs and containers in parallel remains unsolved – convergence on Kubernetes with KubeVirt significantly reduces total cost of ownership long-term.
86 percent of VMware customers are actively reducing their infrastructure, yet only 4 percent have completed the migration. Operating two separate infrastructure worlds creates hidden costs that a mere hypervisor switch does not solve.
A CloudBolt survey from February 2026 reveals the reality of VMware migration: 86 percent of affected customers are actively scaling down their VMware infrastructure. Among those shifting workloads, 72 percent are switching to public cloud IaaS solutions and roughly 40 percent are moving to Microsoft solutions such as Hyper-V or Azure Stack. Only 4 percent have completed their migration fully, underscoring the complexity and duration of such projects.
A mere hypervisor switch addresses only the visible problem of Broadcom licensing fees. The larger problem remains: operating two separate infrastructure worlds – VMs here, containers there – creates hidden operational costs. In practice, this means two separate RBAC models, two policy engines, two governance processes, and two independent audit trails. Industry analysts already describe the state of two parallel platforms as standard configuration in the post-Broadcom era, even though teams often undergo this optimization unconsciously.
Some organizations are asking a more fundamental question: do we even need two infrastructure worlds? The State of Production Kubernetes Report 2025 from Spectro Cloud shows that KubeVirt – the technology for managing VMs on Kubernetes – is in use at 26 percent of Kubernetes users. In enterprises with over 5,000 employees, this share reaches 52 percent. Red Hat reports a multifold increase in KubeVirt adoption since the Broadcom acquisition. The licensing crisis forced teams to re-evaluate their infrastructure strategy – and some seized the opportunity to stop maintaining two platforms.
The path is not trivial. The Spectro report shows: 45 percent of Kubernetes users encounter persistent challenges with storage, 38 percent face internal resistance from teams with deep VMware expertise. Live migration of VMs on Kubernetes is improving continuously, but is not yet production-ready for all scenarios. If an infrastructure consists of 90 percent established VMs and a company needs availability in the current quarter, a hypervisor switch is often the pragmatic decision today.
That “today” is crucial: every year operating two platforms costs development time, tooling investments, and organizational friction losses. Teams that have converged on a unified control plane report not only lower Broadcom licenses, but also infrastructure migrations removed from their roadmap. A hypervisor switch solves this year’s problem. A convergent platform solves the problem of the next decade.
Source: www.it-daily.net · Published June 2, 2026
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