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- ☁️ Broadcom accelerates private cloud push, trims VMware partners
☁️ Broadcom accelerates private cloud push, trims VMware partners
Broadcom Doubles Down on Private Cloud, Vibe Coding Gains Traction, New CIOs at Neurocrine and Genesys
Zack Tembi
June 16, 2025
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Welcome to this week’s edition of CIOsurge!
This week:
Broadcom reports 25% growth in infrastructure software revenue as VMware Cloud Foundation adoption accelerates and partner programs are overhauled.
Enterprises are testing AI-driven “vibe coding” cautiously, using it for low-risk projects while eyeing future potential.
Neurocrine Biosciences and Genesys appoint new CIOs to lead strategic tech initiatives and AI-driven transformation.
Let’s make this week a game-changer.
Stay sharp. Stay ahead.
☁️ Broadcom accelerates private cloud push, trims VMware partners
Broadcom CEO Hock Tan reported strong adoption of VMware Cloud Foundation (VCF), converting 87% of its top 10,000 enterprise customers since acquiring VMware. Driven by private cloud interest and workload repatriation from public clouds, Broadcom’s infrastructure software revenue grew 25% year-over-year. Meanwhile, Broadcom streamlined its partner program, eliminating less-active resellers to concentrate resources on more capable partners.
Broadcom's aggressive VMware pivot is reshaping how many CIOs look at their cloud strategies. The surge in private cloud interest underscores a critical shift: enterprises increasingly demand predictable costs, tighter security, and infrastructure control that hyperscalers struggle to provide consistently. Broadcom’s approach makes sense if it genuinely delivers the simplified, secure experience enterprises want.
But for CIOs navigating this shift, the stakes are high. Broadcom’s partner program overhaul signals a demand for deeper partner capability and genuine customer value. Make sure your partners are actively investing in the skills your enterprise needs—otherwise, you risk disruption as Broadcom continues reshaping VMware’s future.
- Zack Tembi
💻 Enterprises cautious on ‘vibe coding’ despite rising interest
"Vibe coding," an AI-driven software development approach coined by Andrej Karpathy, is gaining attention, but CIOs remain wary about adopting it at scale. While Gartner predicts vibe coding will produce 40% of new enterprise software by 2028, current use is limited to small, low-risk proofs-of-concept. Enterprises like Mondelēz International prioritize risk management, security, and quality assurance, noting the technique isn't yet mature enough for mission-critical applications.
The promise of vibe coding—rapid prototyping, democratized development, and huge productivity boosts—is tempting. But as IT leaders, our responsibility is ensuring the code we deliver meets stringent enterprise standards for security, governance, and scalability. We can’t trade speed for accountability.
Right now, vibe coding’s sweet spot is in controlled experiments. Small, transient projects or internal sandbox environments offer low-risk opportunities to test its potential. Longer-term, this could reshape how we approach coding, but only if we build robust guardrails around it.
- Zack Tembi
💬 Zack's Take
🎯 Personal Branding as a Hiring Magnet
I’m noticing a direct correlation between CIOs who actively cultivate their personal brands and those who attract the best talent. Candidates today do their homework—they research the leadership they’ll potentially join. Executives who regularly publish thought leadership, engage publicly, and maintain active LinkedIn presences inherently signal a dynamic, transparent culture to prospective hires.
Contrast this with leaders who stay hidden: candidates see only a black box and hesitate to commit. Visibility matters, especially now. A strong personal brand tells potential hires what you stand for, how you operate, and the kind of culture they’re stepping into—all critical factors when choosing between job offers.
If you're looking to attract top talent, invest intentionally in your personal brand. Share insights, engage in industry conversations, and make your vision clear. Candidates gravitate toward leaders they understand and admire, and your visibility will give you a competitive edge when it counts most.
🗞️ At A Glance
💡 CIO Spotlights
Neurocrine Biosciences taps Lewis Choi as CIO to drive tech strategy
Neurocrine Biosciences appointed Lewis Choi, previously VP of AI Automation & Data at Thermo Fisher Scientific, as CIO to lead the company’s strategic technology vision.
Choi brings 25 years of IT and AI experience, aiming to enhance innovation and digital solutions supporting the company’s neuroscience mission.
CFO Matt Abernethy emphasized Choi’s leadership as pivotal during Neurocrine’s growth, including key drug launches and pipeline advancements.
Genesys appoints Trevor Schulze as CIO to accelerate AI-driven CX
Trevor Schulze joins Genesys as CIO, overseeing global IT with a focus on AI-powered customer experience and cloud innovation.
Schulze previously led digital transformation and AI initiatives at Alteryx, RingCentral, and Micron Technology.
CEO Tony Bates highlighted Schulze's expertise in leveraging technology to enhance customer empathy and drive business growth.