Sheetz Migrates 11,000 Virtual Machines Off VMware, Citing Broadcom Uncertainty

Ars Technica·medium signal

Convenience 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.