Doesn't surprise me but I think that the VMware trend will flatten out because there will always be a need for full system virtualization. I say this as a huge proponent of both.
There's TONS of needs that Docker just can't cover whereas VMware kills it (desktop virtualization ie: Windows, legacy systems, etc).
Wait until Windows containerization gets in full swing. Between WSL, Docker for Windows and Windows Core they're inching every closer to having real embedded Windows in a container. They will do that, I think they have to. Right now to run docker they literally have Linux in a VM, and the same for WSL2. Even the new Microsoft can't handle doing that forever.