They need to to the right thing and adjust the vRAM untitlements. Sad thing is.. people are so locked in to VMWare infrastructure that they'll likely make money short term, at the expense of pissing of customers. Oracle plays this game too..
Now, I have to track vRAM usage and decide to purchase EP licenses for all available RAM or just go with usage + growth for the year...or something. I'm not sure how that's easier.