So my question is, is ESXi still being developed in the US? That is the core of all of VMWare's products. VMWare must be in use in a ton of sensitive environments... I hasten to think that Chinese workers are writing the hypervisor. I can't believe they'd choose to send any of the work out; there has to be many CIOs and CTOs for companies that use vSphere in finance, government, medical, etc., that are going to have second thoughts when it comes time to upgrade because of this.
It goes well beyond Fusion and people running Windows on their Macs. The nice thing about VMware was that everything is interchangeable. I can use Fusion to connect to an ESXi server to open a console session to any VM, and/or pull down a copy of any VM without having to take it offline and run it locally to test for problems or test an update etc. You can also create a VM on your desktop, configure and test it there and later deploy to ESXi, all very seamless and it all just works.
As too bad as it is, it should be totally clear why this is happening. VMWare/vSphere licensing is very expensive and hard to justify when you compare the various low/no cost competition. Which, for now, is primarily HyperV, which MS just gives away, but there are many other options that are catching up. I find it hard to believe that a Hypervisor appearing in OS X right after Apple and IBM start working closely on business/enterprise products is just a coincidence. Nor do I think it is just there for Xcode/developers.