“But technology, digital transformation is more important. So it will be several points stronger than the GDP, and cloud and software will be several points stronger than tech overall.”
Regarding the global shift to remote working, VMware’s CEO — who is somewhat uniquely placed to have a bird’s eye view of how CIOs have responded, owing to the company’s proposition — said: “Overall, this has just radically increased the ability to have managed devices, also a meaningful acceleration of VDI (Virtual Desktop Infrastructure).
“VDI was sort of, ‘hey, we’ll just use a subset of apps that are managed apps as opposed to a true, full VDI experience’. So unquestionably, this has been an accelerant [for full VDI]. More customers need it.
“[WFH] is not a spurious thing. We’re going to be here a while…