The VMware Migration Math — Why the Real Cost Is the Data, Not the VMs
Susan Odle, CEO of StorMagic, joins Mike Vizard on Techstrong TV to talk through the very messy math of migrating off VMware in the Broadcom era. The VMs are the easy part — it’s the data, the hardware refresh cycles, the supply chain, the mandatory move to VCF and the licensing tax that turn the project into a strategic decision, not a tactical one. Susan explains why the economics of staying on VMware only break in your favor at small site counts, why distributed-edge customers in particular are getting squeezed, and why a diversified stack — keeping the VMware hypervisor and decoupling storage with something like StorMagic’s SvSAN, or moving the full stack to Hyper-V or Proxmox — is back on the table. She and Mike also get into AI-readiness at the edge, why “good data” is the prerequisite for any AI strategy, and why data sovereignty and edge computing are inseparable. Plus, what’s actually changed in 20 years of edge — and why StorMagic’s pragmatic, optionality-first message is resonating right now.