The News
At VMware Explore 2025, Broadcom announced deeper collaboration with NVIDIA, bringing NVIDIA Blackwell GPUs, RTX PRO 6000 Server Edition GPUs, and ConnectX-7 networking into VMware Cloud Foundation (VCF). The move strengthens the VMware Private AI Foundation with NVIDIA, enabling enterprises to run large-scale AI and HPC workloads directly inside their trusted private cloud platforms. Read the full press release here.
Why Developers Should Pay Attention
Developers building generative, agentic, and physical AI apps are running into infrastructure ceilings. Training massive models requires multi-node GPU clusters with low-latency networking, while inference demands reliability alongside cost control. According to theCUBE Research, AI projects rank as the #1 modernization priority for 70% of organizations in 2025, but adoption slows without enterprise-grade guardrails.
This announcement matters because it combines:
- Cutting-edge hardware (Blackwell GPUs, BlueField DPUs)
- Operational simplicity (vMotion, HA, DRS remain intact)
- AI-native networking (GPUDirect RDMA + storage for distributed training)
In short: VMware is telling developers they don’t need to choose between enterprise stability and AI acceleration.
Looking Ahead
The Blackwell architecture’s arrival in VCF represents more than a hardware refresh; it signals a future where private clouds are as AI-ready as hyperscale providers. For developers, this translates into freedom to innovate on AI workloads without abandoning existing enterprise platforms.