Oh boy, are you mistaken. Big contracts with upcoming renewals have already been approached and are being hit with 3x-5x increases on hypervisor licensing alone (source: I used to be in the ISP/hosting business and have recently consulted on an infra provider acquisition that is hung on this).

I know plenty of people in the sales pipeline handling VMWare renewals, they are getting 0 pushback from these massive increases because of my above comment of teams not knowing how to use anything else.

That's just because those customers have already decided to move but will take the renewal for 1 year until they re-skill. Many admins are looking to learn other tech.