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Sheetz 目前运营着 838 家门店，其 IT 基础设施长期依赖 VMware 的虚拟化技术支撑门店运营与后端系统。自 Broadcom 于 2023 年底完成对 VMware 的收购后，授权模式与产品策略发生了显著变化，包括取消永久授权、转向订阅制以及大幅调整合作伙伴计划。这些变动在 VMware 既有客户群体中引发了广泛的不安，Sheetz 的迁移决定正是这一行业趋势的又一实例。报道指出，Sheetz 将转向 StorMagic 的方案，后者专注于边缘计算与小型数据中心场景，其产品定位与便利店分布式门店的架构需求较为契合。
从时间线来看，Broadcom 完成收购后，VMware 客户面临续约成本上升与产品路线图不明的双重压力。Ars Technica 的报道将 Sheetz 的离开直接归因于这种「不确定性」，但原文未提供具体的迁移时间表、成本对比数据或 Sheetz 内部决策过程的更多细节。11,000 台虚拟机的规模表明，这是一次涉及全部门店与核心系统的重大基础设施迁移，而非局部试点。
StorMagic 作为替代方案，其技术特点在于面向边缘环境的轻量化虚拟化与存储整合。对于像 Sheetz 这样门店数量多、单店 IT 规模有限但整体分布广泛的零售企业，边缘架构的适配性可能是选择 StorMagic 的重要原因之一。不过，原文未提供 Sheetz 对 StorMagic 方案的具体评估标准或技术验证信息。
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Sheetz, a US convenience store chain, is moving its 838 locations off VMware.
Sheetz has used VMware virtualization across two Dell R440/R450-series servers at each of its locations since 2019. Now it’s migrating 12 to 14 virtual machines (VMs) in each of its stores from VMware vSphere to StorMagic’s SvHCI, “with an additional two VMs to be replaced over the coming months to transition from Windows 10 to Windows 11,” Scott Robertson, infrastructure team manager at Sheetz, told Ars Technica via email. Ultimately, Sheetz will move about 11,000 VMs from Broadcom's virtualization platform. Sheetz is still running the original Dell server hardware.
So far, Sheetz has finished migrating more than 600 stores, averaging 200 per month, according to a company announcement today. Sheetz should be finished with the migration in four months, the announcement said.