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Publication Date: 2026-03-06 16:55:00
VMware and Nutanix are making moves to combat the memory and CPU shortages and get a leg up in the industry as both companies don’t see the shortages being solved anytime soon.
Software stars and competitors VMware and Nutanix say the industry’s memory and CPU shortage issues are not significantly impacting business as both companies are making strategic decisions to avoid customer supply and demand problems.
Nutanix has formed a blockbuster partnership with AMD to develop new AI infrastructure offerings for customers, along with AMD investing a whopping $250 million in Nutanix’s future.
“We are bringing in more and more AMD SKUs to market, so that we can actually offer both AMD and Intel to ameliorate the [CPU shortage] situation,” said Nutanix CEO Rajiv Ramaswami (pictured above left) during the company’s recent earnings report.
VMware, for its part, has created a unique private cloud offering with its VMware Cloud Foundation 9.0 platform that the company says solves the hardware shortages in the market.
“We have essentially solved the hardware shortage and the hardware cost issues with a software solution,” VMware’s Krish Prasad (pictured above right), who leads Broadcom’s VMware Cloud Foundation (VCF) Division, tells CRN.
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