Kyndryl and Broadcom bet on private AI clouds, with certified talent as the key
DavidLinthicum · x · 2026-08-29
An analysis arguing that Kyndryl and Broadcom's expanded VMware Cloud Foundation partnership is one of the most strategic enterprise-infrastructure moves of the year, signaling the strong return of the private cloud and a real understanding of what enterprises need to run AI at scale.
- The standout element is the investment in certified talent: technology has long outpaced the people who can operationalize it. Committing thousands of trained consultants, architects, and delivery specialists targets that single biggest execution barrier.
- The partnership also emphasizes sovereignty and other enterprise requirements, offering a path for AI workloads that cannot go to public cloud.
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