Ops person here, VMware is so embedded at these companies that switching away would be like Google saying, no more gRPC, everything is now SOAP. The amount of impacts is just too mind boggling to even consider.
2 companies ago was heavily invested in VMware. It impacted monitoring, backups, deployments, networking, cloud migration and more. I can only shudder at level of effort they might be going through to get off VMware.
Because of that, they probably won’t for years even as Broadcom screws them over.