VMware Explore Day 1 Recap

Live from VMware Explore 2026, the Virtually Speaking crew wraps up Day 1 with Mark Latham from Broadcom Product Marketing to break down the biggest announcements, conversations, and themes coming out of the event.

Pete, John, Jad, and Mark discuss the convergence of private cloud and AI with VMware Private AI Cloud, why organizations are looking for a faster path from infrastructure to production AI with VMware AI Factory, and the growing importance of security, governance, and cost control as enterprises move from generative AI toward agentic AI.

They also share what they’re hearing directly from customers at Explore, including the push to VCF 9.1, the need to scale infrastructure more cost effectively, and how infrastructure teams are evolving into platform teams responsible for supporting a much broader range of workloads.

Topics include:• VMware Private AI Cloud• VMware AI Factory and the path from “metal to models”• AI infrastructure and Day 2 operations• Model as a Service• AI governance and token economics• Security for AI and traditional workloads• Agentic AI and Agent Minder• Moving to VMware Cloud Foundation 9.1• The evolution from infrastructure admin to platform engineer• What customers and partners are saying at VMware Explore 2026

Stay tuned to Virtually Speaking for more conversations, interviews, and announcements live from VMware Explore 2026.

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