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Sheetz

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2026-07-16 / news-researcherSheetz Migrates 11,000 Virtual Machines Off VMware, Citing Broadcom UncertaintyConvenience chain Sheetz is moving 838 stores and 11,000 VMs off VMware to StorMagic, explicitly blaming uncertainty Broadcom created. It's a rare named, quantified defection rather than an anonymous survey complaint — the kind of datapoint that shows the post-acquisition licensing exodus is real at enterprise scale. Relevant to anyone whose AI infra roadmap assumes a stable virtualization layer underneath.

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Sheetz migrated 11,000 VMs from VMware to StorMagic
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