Arm in the enterprise is at least three years away, says Broadcom software boss
And RISC-V is absolutely nowhere
Broadcom software executive Ram Velaga has stated that Arm servers will not have significant market share in the enterprise for at least three to five years. This may disappoint hardware vendors who are considering Arm servers, as buyers may be hesitant to adopt the devices if they cannot manage them with their existing tools. VMware, the leading enterprise server virtualization supplier, currently only supports x86 servers.
However, Velaga emphasized that VMware's mission is to serve as the abstraction layer for both CPU and GPU, regardless of instruction set. The company has already been supporting Nvidia, AMD, and Intel GPUs, and is working on a hypervisor for Arm servers, with a preview having been recently delivered. Velaga also expressed his belief that VMware customers show little interest in processors based on the RISC-V instruction set, indicating that the company does not plan to prioritize RISC-V development at this time.
Broadcom's R&D budget is primarily focused on maintaining and improving VMware's current products, with around 60% of the $5 billion annual spend allocated to this purpose. The remaining funds are directed towards developing new products, such as the recently announced AI factory.
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