European Commission officials asked cloud providers how easily they could replace VMware, a step that could precede a formal case over Broadcom's licensing changes.
Broadcom is pitching VMware Cloud Foundation as the place to run inference and AI agents in-house, with token-cost tools, 150-plus runnable models and agent governance.
The disk library behind Azure Migrate, Nutanix Move and Red Hat's migration toolkit vanished from public download, and Broadcom later said it was never a customer entitlement.
The order keeps the Commission's probe into VMware bundling, pricing and lock-in on track and, citing EU case law, says advice from in-house lawyers qualified outside the EU is not shielded.
The bank says 70% of its global infrastructure already runs on VCF, a regulated reference point for CIOs weighing a VMware renewal against a migration.
