- In August 2026, Kyndryl Holdings, Inc. announced an expanded alliance with Broadcom Inc. to provide end-to-end consulting and managed services for VMware Cloud Foundation, including AI-ready private clouds, automation, and enhanced cyber recovery capabilities across private and hybrid environments.
- A particularly important aspect of the announcement is the joint investment to train several thousand Kyndryl consultants and architects on VMware Cloud Foundation and agentic AI workflows, deepening its role in modern cloud and AI governance projects for large enterprises.
- We’ll now examine how this expanded VMware Cloud Foundation alliance and its focus on AI-ready private clouds could reshape Kyndryl’s investment narrative.
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Kyndryl Holdings Investment Narrative Recap
To own Kyndryl, you need to believe it can replace shrinking legacy contracts with…
