https://arstechnica.com/information-technology/2026/02/most-...
CloudBolt’s survey also examined how respondents are migrating workloads off of VMware. Currently, 36 percent of participants said they migrated 1–24 percent of their environment off of VMware. Another 32 percent said that they have migrated 25–49 percent; 10 percent said that they’ve migrated 50–74 percent of workloads; and 2 percent have migrated 75 percent or more of workloads. Five percent of respondents said that they have not migrated from VMware at all.
Among migrated workloads, 72 percent moved to public cloud infrastructure as a service, followed by Microsoft’s Hyper-V/Azure stack (43 percent of respondents).
Overall, 86 percent of respondents “are actively reducing their VMware footprint,” CloudBolt’s report said.
I feel like the company that can figure out how to 100% safely live migrate any VMWare workload to another "cheaper" solution, will do quite well.