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Broadcom unveils AI, networking features for VCF

Broadcom solidifies VMware Cloud Foundation's shift with a focus on AI and services, but experts wonder about future R&D.

Broadcom's vision for restructuring the VMware virtualization platform as a private cloud for the enterprise continued Tuesday at VMware Explore Barcelona, with the introduction to new AI capabilities and services.

As a whole, the Barcelona show pointed to Broadcom seeing the future of private cloud as tightly connected with generative AI alongside more traditional AI and machine learning (ML) services, according to industry analysts. New features and capabilities shown at Explore are forthcoming or just announced, with many earmarked to arrive in 2025.

Broadcom executives introduced the VeloRAIN (Robust AI Networking) AI architecture for network management in VMware VeloCloud, a generative AI copilot for VMware vDefend security and generative AI governance through Tanzu.

Broadcom is also offering Virtual Cloud Foundation (VCF) licenses for personal use to qualifying and dues-paying members of the independent VMware User Group (VMUG) organization.

Most of the news keeps VMware in the running with infrastructure cloud hyperscalers such as AWS and Microsoft Azure, according to Steve McDowell, founder and analyst at NAND Research. But the larger question regarding VMware's future research and development under Broadcom remains, he said.

"There's a question of how much innovation Broadcom will drive into VMware," McDowell said. "They're doing what they need to do to stay current."

AI in VeloCloud

The majority of AI development by VMware centers on VeloRAIN. The new architecture adds AI and machine learning to manage and prioritize workloads in VeloCloud, which provides a software-defined wide area network for VCF and was acquired by VMware  in 2017.

VeloRAIN parses encrypted data and optimizes network traffic at the edge to prioritize resources for more demanding applications such as generative AI as well as productivity apps such as Zoom or Google Workspace. It can dynamically slice VeloCloud's network and uses machine learning to prioritize connections or applications, according to Broadcom executives.

Broadcom is also releasing two new networking appliances, VeloCloud Edge 4100 and VeloCloud Edge 5100, to handle increased generative AI applications operating over the network and the edge expected with VeloRAIN.

The rise of encrypted data in networking needs AI and ML tools to help understand and allocate system resources, according to Mike Matchett, founder and analyst at Small World Big Data. Other promised features such as segmenting applications down to the individual user might not be important for most network engineers, he said.

"I think people have been using machine learning to analyze encrypted traffic for a long time," Matchett said. "[But] do network engineers have the bandwidth to tune edge networks for individual user profiles?"

AI security

AI additions aren't exclusive to networking as a new generative AI service is coming to VCF security and firewall software VMware vDefend. It will gain new threat detecting capabilities with the release of Intelligent Assist in January, according to Broadcom.

Intelligent Assist is a generative AI copilot for threat defense that includes a natural language interface for IT employees of all skill levels to identify and react to security alerts flagged in vDefend. The copilot can summarize alert information, provide answers to questions and automate recovery and defense processes.

Security automation through generative AI chatbots has become a popular addition for security services, according to Krista Case, an analyst at The Futurum Group. Sifting through alerts to find true threats and then identifying how those alerts might be interconnected is an ideal use case for AI, she said.

"It's not only about taking out the grunt work but potentially making new correlations to the deluge of data," Case said.

The challenge with adding generative AI tools to an existing security platform will come from ensuring user data isn't compromised and trusting that Broadcom will invest in future development, Matchett said.

"Do you have some assurance they're going to keep improving this as the threats keep improving?" he said. "They're making a business marketing message -- and not an IT one."

Tanzu developments

New automated data services are coming at an unspecified date to the VMware Tanzu Platform 10, an application development platform.

VMware Tanzu Data Services automates lifecycle management of several popular data services and databases within VCF, including PostgreSQL, MySQL, RabbitMQ and Valkey. These services provide updates, user provisioning and security and disaster recovery tools with full Broadcom support services.

Other planned improvements for Tanzu will include a built-in token brokering service and governance tools for popular generative AI services.

The added Tanzu capabilities are an attempt by Broadcom to keep skittish customers within the VMware ecosystem longer, according to Naveen Chhabra, an analyst at Forrester Research.

"It's another reason to say, 'We think about you, we care about you and we're doing everything to suit your needs,'" Chhabra said.

A timeline of VMware's history
Broadcom adds to VCF capabilities as it attempts to reimagine the platform as a private cloud while competing with major cloud providers.

Users today and tomorrow

Broadcom is also now offering VMUG members personal use licenses for the complete VCF platform.

To qualify, users must successfully complete a VMware Certified Professional or VMware Certified Advanced Professional certification exam. Additionally, they must be members of VMUG Advantage, a paid membership tier priced at $210 per year. The licenses last for three years and Advantage customers are eligible for a new 50% discount on exam fees, according to Broadcom.

Tying so many benefits behind paid membership and creating more financial roadblocks for adoption doesn't make sense, Matchett said. VMware licenses were previously distributed much more liberally for educational or personal uses, he added.

"I don't understand why you wouldn't be encouraging everyone to [get the certification]," Matchett said.

This tension between the laissez-faire ecosystem and community cultivated by VMware over the years and the new business demands of Broadcom is reflected in recent attempts to sell VCF, Chhabra said.

The addition of generative AI, data services and other add-on products creates a more cloud-like experience within VCF but are minor revenue generators compared with the core virtualized infrastructure on which customers rely.

Most customers are looking to maintain their VMware infrastructure and support through a VCF subscription, not grow into a new cloud platform, he said.

"There's a context of making it easier for you, but what's it making easier?" Chhabra asked. "There's a very small installed base [for these features]."

Tim McCarthy is a news writer for TechTarget Editorial covering cloud and data storage.

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