# VMware / Broadcom 日跟踪 · 2026-09-23
> 日期：2026-09-23（Asia/Shanghai，周三）。原料：archive/2026-09-23/vmware/。上一日成功日跟踪 2026-09-21（周一；09-22 无友商日跟踪，间隔正常）。**仍不编造 Gartner MQ Server Virtualization Platforms 中 Broadcom/VMware 象限位次。**

## 摘要
- **新稿 · Optimizing AI Deployments with VMware Cloud Foundation (Part 1)**（厂商博客，URL 日 **2026-09-21**）：多租户 AI 部署性能系列首篇；称 vSphere **9.1**（及后续 9.x）为 **NVIDIA-Certified Hypervisor**；对比同 VM 内容器隔离 vs 分 VM 隔离 + passthrough/vGPU；实验称 1→4 并发工作负载吞吐约 **~4500→~18000 tokens/s**、GPU SM 利用率约 **36–38%→71%**，两种隔离吞吐几乎无差——**厂商性能博客/白皮书系列，未独立复测**。
- **新稿 · The Next Generation of Hands-on Labs**（厂商 HOL 博客，**2026-09**）：Hands-on Labs 目录升至 **VCF 9.1**（HOL-27xx 替换 HOL-26xx）；覆盖 Memory Tiering、Private AI、Operations/Automation 等——**产品赋能/实验目录更新，非新许可或 hypervisor 大版本**。
- **新稿 · Shattering the Resilience Illusion…**（厂商博客，URL 日 **2026-09-21**；产业日报 09-22 已作旁证）：AI 驱动威胁下的「韧性幻觉」叙事；主张 VCF + Advanced Services 纵深（平台硬化 / vDefend 东西向 / Clean Room 恢复）；脚注 CrowdStrike/IBM 等统计——**厂商博文脚注，未独立核验**；非新 SKU。
- **续档仍有效**：Memory Tiering NVMe（RI/MU·DWPD，09-18）；VCF 9.1.1 可编程层安全维护（SDK/PowerCLI/Terraform）；AI Assistant for VCF（Japan TAM）；VMmark 4.1 / DSM 9.1.1 / TDX / Cisco AI-ready。

## 原文摘录

### [Optimizing AI Deployments with VMware Cloud Foundation (Part 1)](https://blogs.vmware.com/cloud-foundation/2026/09/21/optimizing-ai-deployments-with-vmware-cloud-foundation-part-1/) · 新稿
- 归档：`vmware/optimizing-ai-deployments-with-vmware-cloud-foundation-part-1-3ff2cfa6.txt`
- URL：https://blogs.vmware.com/cloud-foundation/2026/09/21/optimizing-ai-deployments-with-vmware-cloud-foundation-part-1/
> VMware Cloud Foundation (VCF) recently achieved NVIDIA Hypervisor-Certification. VMware vSphere 9.1 (and all future vSphere 9.x releases) is now an NVIDIA-Certified Hypervisor, with near bare metal performance for AI workloads.（**厂商博客**）
> By increasing the number of concurrent workloads on the same server from 1 to 4, we increased the inference throughput of the system almost four times (from ~4500 to ~18000 tokens/second)… GPU Streaming Multiprocessor utilization increased to 71% with four tenants instead of being underutilized at 36%-38%… There was almost no difference in throughput between the two methods of workload isolation…（**厂商实验自称，未独立复测**）

### [The Next Generation of Hands-on Labs](https://blogs.vmware.com/hol/2026/09/the-next-generation-of-hands-on-labs.html) · 新稿（产品赋能）
- 归档：`vmware/the-next-generation-of-hands-on-labs-0fecf5ca.txt`
- URL：https://blogs.vmware.com/hol/2026/09/the-next-generation-of-hands-on-labs.html
> … the VMware Hands-on Labs catalog has been updated to feature VMware Cloud Foundation (VCF) 9.1.… deprecating the VCF 9.0 labs… (the HOL-26xx series) and replacing them with our updated HOL-27xx series.（**厂商 HOL 博客**）
> The new labs provide a direct, hands-on way… to experience the unified private cloud operating model, memory tiering enhancements, and massive scale improvements introduced in VCF 9.1.

### [Shattering the Resilience Illusion: Cyber Resilience in the Era of AI-Driven Threats](https://blogs.vmware.com/cloud-foundation/2026/09/21/shattering-the-resilience-illusion-cyber-resilience-in-the-era-of-ai-driven-threats/) · 新稿（厂商安全叙事）
- 归档：`vmware/shattering-the-resilience-illusion-cyber-resilience-in-the-era-of-ai-d-d2883317.txt`
- URL：https://blogs.vmware.com/cloud-foundation/2026/09/21/shattering-the-resilience-illusion-cyber-resilience-in-the-era-of-ai-driven-threats/
> In the modern enterprise, there is a quiet, dangerous self-deception… We call it the Resilience Illusion.（**厂商博客**）
> When paired with VCF Advanced Services… Hardened Infrastructure… East-West Lateral Security… Purpose-Built Cyber Recovery… Isolated Clean Rooms…（**产品叙事；脚注统计未独立核验**）

### [NVMe Drive Selection for Memory Tiering Explained](https://blogs.vmware.com/cloud-foundation/2026/09/18/nvme-drive-selection-for-memory-tiering-explained/) · 续档
- 归档：`vmware/nvme-drive-selection-for-memory-tiering-explained-faf3748d.txt`
> Pair Memory Tiering with Enterprise Mixed Use drives… Mixed-Use (MU) drives rated for 3 DWPD…（**厂商工程博客续档**）

### [Strengthening the Programmable Infrastructure… VCF 9.1.1](https://blogs.vmware.com/cloud-foundation/2026/09/18/strengthening-the-programmable-infrastructure-security-and-hardening-in-vcf-9-1-1/) · 续档
- 归档：`vmware/strengthening-the-programmable-infrastructure-security-and-hardening-i-3b420930.txt`
> VCF 9.1.1 is a dedicated, security-focused maintenance release…（**续档**）

## 对基础档案的影响
- **最近动态追加**：VCF AI 多租户优化 Part 1（NVIDIA 认证 hypervisor 再确认 + 厂商性能数字）；HOL 目录升 VCF 9.1；Resilience Illusion 网络韧性叙事（非新 SKU）。
- Memory Tiering / VCF 9.1.1 / AI Assistant / VMmark / DSM / TDX 续档维持；**不写入 MQ 象限位次**。