IBM已将“数百家”使用VMware云服务的客户转交给博通的合作伙伴11:11 Systems。在博通收购VMware后，后者大幅削减了云服务合作伙伴的数量，仅保留了那些全力支持Cloud Foundation（VCF）私有云解决方案的合作伙伴。那些未被博通选中的合作伙伴自2025年10月起便失去了转售VMware软件的权利，且自2027年3月起也不得再运营基于VMware技术的云服务。
IBM has sold “hundreds” of its cloudy VMware customers to Broadcom partner 11:11 Systems. Under Broadcom’s ownership, VMware slashed the number of cloudy partners it keeps on the books and retained only partners that go all-in on the Cloud Foundation (VCF) private cloud stack. Partners that Broadcom decided not to work with lost the right to resell its software as of October 2025 and may not run VMware-powered clouds after March 2027.
IBM曾是VMware的重要合作伙伴，但去年起便停止销售新的VMware云服务，这似乎意味着它并未获得继续作为博通合作伙伴的资格。据消息人士透露，即将失去VMware合作伙伴资格的企业通常负有合同义务：即便在2027年3月之后，仍需继续提供基于Virtzilla技术的云服务；这些企业的客户则希望整个过渡过程尽可能平稳、不会受到干扰。
IBM was once a top VMware partner, but last year stopped selling new cloudy VMware services, suggesting it wasn’t invited to continue as a Broadcom partner. Sources tell The that soon-to-be-former VMware partners often have a contractual obligation to provide a Virtzilla-powered cloud beyond the March 2027 cutoff, and that their customers want whatever happens next to be non-disruptive.
对于即将脱离VMware生态的合作伙伴而言，一个选择是转向像11:11这样的分销商——后者自身便运营着VMware云服务。另一个选择则是将现有的VMware云服务合同转售给其他仍与博通保持合作的合作伙伴。11:11 Systems表示，IBM确实将数百家在IBM云环境中使用VCF服务的客户合同转让给了他们。该公司首席执行官布雷特·戴蒙德称，这些客户使用的均为VCF 7版或8版，因此正处于“迁移的最佳时机”。
One option for partners leaving the VMware fold is to turn to a wholesaler like 11:11, which runs its own VMware cloud. Another option for departing partners is selling contracts for ongoing VMware cloud services to one of the remaining Broadcom partners. 11:11 Systems told The IBM sold contracts for “hundreds” of customers who use VCF in the Big Blue cloud. 11:11 CEO Brett Diamond said the contracts are for customers running versions 7 and 8 of VCF and who are therefore “ripe for migration.”
IBM并未回应有关此次交易的询问；我们曾请求其提供部分客户的相关信息，但据悉这些客户并不会转投11:11旗下。戴蒙德还透露，11:11目前已在全球40至50个地区部署了VMware云服务节点，并制定了专门针对从IBM手中接手的客户的迁移方案。他坚信这些新客户定会继续选择11:11作为服务商。“我们所服务的客户均为大型跨国企业及财富5000强公司，他们都希望能继续使用VMware平台，”他这样说道。
IBM did not respond to our questions about the transaction, which included a request for information regarding some customers that we understand are not making the move to 11:11. Diamond said 11:11 has 40 to 50 points of presence for its VMware cloud, and a migration methodology it will apply to the customers it bought from Big Blue. He’s confident his newly acquired customers will want to stick around. “The customers we manage are very large multinationals and Fortune 5000s who want to stay on VMware,” he said.
“没有任何其他虚拟化平台能够满足中大型企业的需求。”这位首席执行官希望将新客户引导至VCF 9平台，鉴于VMware将于明年停止对VCF 8的支持，这一举措实属必要。11:11还借助其VMware云服务来销售其他服务：通过定制化的控制台整合了约50种工具，涵盖备份、存储及安全等多个领域。此次收购是11:11针对VMware服务提供商发起的第八次并购行动。
“No other hypervisor can handle the mid-to-large enterprise.”The CEO hopes to shift his new customers to VCF 9, a necessity given VMware ends support for VCF 8 next year. 11:11 also uses its VMware cloud to sell other services, by delivering it through a custom console that integrates around 50 other tools spanning backup, storage, and security. The IBM buy is 11:11’s eight acquisition of a VMware service provider.
不难理解为何博通会选择放弃IBM——毕竟IBM旗下拥有Red Hat OpenShift，该平台与VMware构成直接竞争关系，且在近期提升了虚拟机托管能力后竞争力愈发强劲。其他VMware合作伙伴则认为，博通并未给出将他们排除在合作伙伴计划之外的明确理由。博通方面辩称，那些未能专注于VCF服务的服务商无法满足客户需求，因此公司正着力打造一支由专业合作伙伴构成的渠道体系。
It’s not hard to guess why Broadcom binned Big Blue, given that it sells Red Hat OpenShift which is a competitor for VMware – and a stronger one after recent improvements to its VM-hosting capabilities. Other VMware partners feel Broadcom did not have clear-cut reasons for excluding them from its partner program. Broadcom argues that services outfits that don’t dedicate their practices to VCF won’t meet customer needs, and it is therefore building a better channel composed of expert partners.
欧洲云基础设施服务提供商协会（CISPE）则指出，博通的行为实质上造成了VMware云服务提供商市场的过度集中，目前该协会正准备向欧盟法院提起反垄断诉讼。®
Lobby group CISPE (Cloud Infrastructure Services Providers in Europe) argues Broadcom’s actions mean it has improperly concentrated the market for VMware cloud providers and is pursuing an antitrust case in EU courts. ®