VMware Cloud Foundation 9.0 adds Private AI Services for secure, modern infrastructure.

VMware Cloud Foundation (VCF) has seen significant adoption, with nine of the top 10 Fortune 500 companies committing to the platform. Customers worldwide have licensed over 100 million cores of VCF, and the platform is now an AI native platform with the addition of VMware Private AI Services in VCF 9.0. This makes VCF a unified, secure, and scalable private cloud infrastructure solution.

VMware Cloud Foundation (VCF) has witnessed significant adoption, with nine of the top 10 Fortune 500 companies committing to the platform. Customers worldwide have licensed over 100 million cores of VCF, underscoring its growing popularity. The latest iteration, VCF 9.0, has been transformed into an AI-native platform with the integration of VMware Private AI Services, marking a strategic evolution for the enterprise cloud infrastructure.

At VMware Explore 2025, Broadcom Inc. (NASDAQ: AVGO) announced that VMware Private AI Services would become a standard component of VCF 9.0, making it an AI-native platform. This integration addresses critical enterprise concerns around AI deployment, including cost, governance, and security, without compromising performance. The platform now supports NVIDIA's Blackwell infrastructure and AMD's ROCm™ Enterprise AI software, offering customers comprehensive AI deployment options [1].

Key innovations in VCF 9.0 include Intelligent Assist, Model Context Protocol Support, and Multi-accelerator Model Runtime, aimed at improving developer productivity and AI workload management in private cloud environments. These features provide enterprises with critical infrastructure for building private AI services, enhancing privacy and security, and simplifying infrastructure and model deployment [2].

The market validation for VCF is substantial, with nine of the top ten Fortune 500 companies committing to the platform and over 100 million cores licensed globally. By making Private AI Services a standard entitlement rather than an add-on purchase, Broadcom creates immediate value for existing customers while positioning VCF as a compelling alternative to public cloud AI offerings.

Broadcom's strategic partnerships with NVIDIA and AMD, along with the integration of native S3 object storage, strengthen its competitive position against cloud hyperscalers. The upcoming features like Multi-tenant Models-as-a-Service will enable significant TCO optimization through secure model sharing across business units.

This announcement reinforces Broadcom's post-acquisition strategy for VMware: focusing on core enterprise infrastructure while aggressively integrating AI capabilities to maintain relevance against public cloud alternatives. By unifying AI and traditional workloads on a single platform with embedded security and governance, Broadcom addresses key enterprise concerns that often slow AI adoption.

References:
[1] https://www.stocktitan.net/news/AVGO/broadcom-makes-v-mware-cloud-foundation-an-ai-native-platform-and-b3w73vl8xrwe.html
[2] https://siliconangle.com/2025/08/26/broadcom-clears-way-ai-native-private-clouds-vmware-cloud-foundation/