AWS Releases AI Agent for VMware Migration; Cisco Bullish On Customer AI Spending

Take a Network Break! Guest co-host Tom Hollingsworth steps in for Johna Johnson. We start with Google patching a significant Chrome vulnerability and de-elevating Chrome running with admin rights when it launches on Windows.

On the news front, we discuss a report, unconfirmed as of recording time, that Arista is acquiring VeloCloud, then discuss Broadcom sending cease-and-desist letters to VMware users with perpetual licenses and expired support contracts.

AWS announces a new agentic AI tool to help customers running VMware on AWS migrate off VMware, and HPE announces new private cloud capabilities with multi-hypervisor support and a services offering to help customers re-platform workloads from their current virtualization platform (whatever that might be) to HPE's HVM.

Riverbed announces new hardware and virtual WAN accelerators and adds support for Oracle and Google Cloud, and Cisco's Q3 2025 financial results beat Wall Street expectations and Cisco forecasts continued customer spending on AI infrastructure.

Stable Channel Update for Desktop - Google Blog - https://chromereleases.googleblog.com/2025/05/stable-channel-update-for-desktop_14.html

Google Chrome to block admin-level browser launches for better security - Bleeping Computer - https://www.bleepingcomputer.com/news/google/google-chrome-to-block-admin-level-browser-launches-for-better-security/

Arista Acquires a Networking Unit From Broadcom - The Information - https://www.theinformation.com/briefings/arista-acquires-networking-unit-broadcom

Broadcom Reportedly Selling VeloCloud to Arista Networks - Channel Futures - https://www.channelfutures.com/mergers-acquisitions/broadcom-reportedly-buying-velocloud-from-arista-networks

VMware perpetual license holders receive cease-and-desist letters from Broadcom - Ars Technica - https://arstechnica.com/gadgets/2025/05/broadcom-sends-cease-and-desist-letters-to-subscription-less-vmware-users/

Broadcom's bold VMware strategy pays off financially, but customers are unhappy with price hikes - Tech Spot - https://www.techspot.com/news/107069-broadcom-bold-vmware-strategy-pays-off-financially-but.html

AWS Transform for VMware is now generally available - AWS - https://aws.amazon.com/about-aws/whats-new/2025/05/aws-transform-vmware-generally-available/

Accelerate the modernization of Mainframe and VMware workloads with AWS Transform - AWS - https://aws.amazon.com/blogs/aws/accelerate-the-modernization-of-mainframe-and-vmware-workloads-with-aws-transform/

HPE launches the industry’s most advanced private cloud portfolio to transform how enterprises modernize hybrid IT - HPE - https://www.hpe.com/us/en/newsroom/press-release/2025/05/hpe-launches-the-industrys-most-advanced-private-cloud-portfolio-to-transform-how-enterprises-modernize-hybrid-it.html

HPE ‘morphs’ private cloud portfolio with improved virtualization, storage and data protection - Network World - https://www.networkworld.com/article/3985592/hpe-morphs-private-cloud-portfolio-with-improved-virtualization-storage-and-data-protection.html

Riverbed Primes Networks for the AI Era with Ground-Breaking Acceleration Solutions and New Flex Subscription Offering - Riverbed - https://www.riverbed.com/press-releases/ground-breaking-acceleration-solutions-flex-subscription/

Cisco Reports Third Quarter Earnings - Cisco Systems - https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2025/m05/cisco-reports-third-quarter-earnings.html

Cisco Expands Partnership with Saudi Arabia to Power the AI Future - Cisco Systems - https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2025/m05/cisco-expands-partnership-with-saudi-arabia-to-power-the-ai-future.html

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