In this RedMonk Conversation, James Governor talks with Prashanth Shenoy, VP of Marketing for Broadcom's VMware Cloud Foundation (VCF). They discuss the impact of VMware's integration into Broadcom, including the shift from perpetual licenses to subscriptions, portfolio and ecosystem simplification, and the evolving role of cloud admins, platform engineers, and developers. Shenoy outlines how VCF supports both VM and containerized workloads, integrates Kubernetes services, and enables flexible developer experiences. The conversation also explores VMware's Private AI strategy with NVIDIA, addressing digital sovereignty, GPU virtualization, and performance benchmarks for AI workloads.