In August 2026, Kyndryl Holdings announced an expanded alliance with Broadcom to provide end-to-end consulting and managed services for VMware Cloud Foundation, targeting AI-ready, secure private and hybrid cloud environments with strengthened cyber recovery capabilities.
A distinctive aspect of the collaboration is the planned upskilling of several thousand Kyndryl consultants to implement agentic workflows and policy-driven AI governance across VMware estates, aiming to reduce operational complexity while keeping automation within strict guardrails.
We’ll now examine how Kyndryl’s expanded VMware Cloud Foundation services and AI governance focus may influence its existing investment narrative.
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