Overview
- Broadcom used VMware Explore to show Private AI Factory updates that add multi-tenant model sharing, a preview AI gateway supporting 150+ third-party models, and a secure AI agent framework with sandbox isolation.
- VCF 9.1, released in May, builds five AI-focused security layers including threat detection and prevention, live patching for hosts, and data encryption at rest via vSAN to harden private model hosting.
- VCF 9.1 elevates the vSphere Kubernetes Service (VKS) into a core platform capability so teams can manage containers and virtual machines through a single API.
- Several customers said the new security and Kubernetes features have prompted faster migrations to 9.1 ahead of the October 2027 end-of-support for older VCF versions, with at least one bank racing to move a 500-host VxRail estate.
- Broadcom plans to roll out expanded AgenticOps in upcoming dot releases to automate proactive diagnosis and surface agent-recommended changes that require human confirmation, while independent research shows many organizations are still shopping for virtualization alternatives and watching pricing and bundling moves.