Tesco moving 40k server workloads off VMware amid Broadcom's abusive conduct
摘要
Tesco正在从entity["company","VMware","虚拟化软件公司"]迁移约4万项服务器工作负载，背景是其与entity["company","Broadcom","半导体与企业软件公司"]之间围绕VMware及相关主机软件定价与合同的争议。Tesco在诉讼文件中称Broadcom的报价存在大幅涨价，并曾拒绝多项续约方案，其中一份一年期VMware Cloud Foundation与主机软件支持报价被指显著高于其认为合理水平。Tesco还提出数亿英镑级别的损害赔偿请求，而Broadcom则否认涨价不公平，并主张不应承担相关损失责任。迁移过程中，Tesco的新虚拟化软件与其现有的entity["company","Veeam","数据备份与恢复软件公司"]和entity["company","Zerto","数据保护与灾备软件公司"]存在兼容性问题，也带来数据安全与迁移挑战。报道同时提到案件预计在2027年底至2028年初进入庭审阶段。文章还将该事件置于更广泛行业背景中：多家VMware客户因成本、支持与迁移复杂度而推迟或分阶段替换系统，竞争对手如entity["company","Hewlett Packard Enterprise","企业IT与基础设施公司"]与entity["company","Nutanix","云基础设施软件公司"]正积极争取客户；同时entity["company","AT&T","美国电信运营商"]与entity["company","Siemens","德国工业与科技集团"]也被提及为Broadcom相关软件业务的其他法律纠纷案例。entity["company","Computacenter","IT服务与分销公司"]作为经销商也出现在诉讼背景中。
荐读理由
看到 VMware 被替换时出现备份工具（Veeam、Zerto）不兼容与迁移复杂性后，在选型阶段就会更倾向提前把“迁移成本与生态兼容性”作为核心约束来筛选基础设施方案，避免后续因工具链断裂被迫高成本重构。
原文
Tesco is also dealing with migration challenges related to data security because its new, unnamed virtualization software is incompatible with the Veeam and Zerto products it uses.
“Manifestly unfair and excessive” price hike
Tesco initially requested at least 100 million pounds (about $133.6 million) in damages each from Broadcom, VMware, and reseller Computacenter, plus interest.
In its recent filings, Tesco said it turned down at least four offers from Broadcom to continue using VMware and Broadcom’s mainframe tech. One offer charged $23.5 million (about 17.6 million pounds) for VMware Cloud Foundation 9.0 and mainframe software and support services for a year, The Register reported. Tesco said that was “around 175 percent” more expensive than what it believes it should have had to pay for VMware and a 350 percent price hike for the mainframe offerings. The prices were “manifestly unfair and excessive,” one of Tesco’s filings said, according to The Register.
In an amended defense, Broadcom denied that the price hike was unfair, The Register reported. Additionally, Broadcom argued that it shouldn’t have to pay damages in relation to Tesco struggling to find VMware and Broadcom alternatives before Tesco’s support expired, as the retail firm has since found replacement products.
The case is expected to go to court between November 1, 2027, and February 25, 2028, The Register reported. Afterward, it could go to trial.
Although the companies will continue their dispute in UK courts, the disagreement mirrors frustrations that VMware customers and partners around the world have expressed since Broadcom bought VMware. With users often being heavily dependent on VMware products, many have delayed or avoided migration or are only moving some workloads, due to complications around cost, time, support, and compatibility.
Still, virtualization rivals, like Hewlett Packard Enterprise and Nutanix, have been making aggressive pushes to attract disgruntled VMware users.
Simultaneously, Broadcom has stuck to its VMware strategy and has reported financial success, especially among its target of large enterprises. It has also dealt with other public legal disputes with large customers, including AT&T, with which it reached an undisclosed settlement, and Siemens, which Broadcom accused of software pirating in an ongoing case in the US District Court for the District of Delaware.
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