NAND Insider Newsletter: Week of May 12, 2025

Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, May 10, 2025.
Research Note: Nutanix & Pure Storage Partnership

At the recent Nutanix .NEXT event, Pure Storage and Nutanix announced a collaboration to deliver a jointly certified solution combining Nutanix Cloud Infrastructure with Pure Storage FlashArray over NVMe/TCP.
The alliance targets enterprise customers seeking alternatives to traditional virtualization stacks, particularly VMware deployments.
NAND Insider Newsletter: March 24, 2025

Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 24, 2025.
Research Note: NVIDIA AI Storage Certifications & AI Data Platform

At its annual GTC event in San Jose, NVIDIA announced an expansion of its NVIDIA-Certified Systems program, including the new NVIDIA AI Data Platform reference design, to include enterprise storage certification to help streamline AI factory deployments.
March Survey Round-Up: AI is Booming, But Data Quality & Security Haunt Leaders

Who doesn’t love a good survey? We’ve combed through a bumper crop of new surveys on AI and tech trends for 2025 to find the bottom line: Executives can’t pump the brakes on AI spending — but lousy data, security holes, and an alarming skills gap could cause serious headaches.
Let’s look at what we’ve learned from February’s batch of surveys tell us about the state of enterprise IT.
Research Report: Understanding VMware Alternatives

Broadcom’s acquisition of VMware has left a lasting impact on the enterprise IT landscape. Promising simplification, Broadcom’s licensing and bundling changes have instead created confusion, increased costs, and led to widespread dissatisfaction among VMware customers. Many of these customers are actively exploring alternatives, driven by frustration and the need to future-proof their IT environments. This Research Report takes a look at how to best approach looking for a VMware alternative.
NAND Insider Newsletter: January 21, 2025

Every week NAND Research puts out a newsletter for our industry customers. Below is an excerpt from this week’s.
Research Note: Red Hat OpenShift Virtualization Engine

Red Hat announced the general availability of Red Hat OpenShift Virtualization Engine, a tailored version of its OpenShift orchestration platform for virtualization workloads.
The new offering utilizes the open-source KVM hypervisor and can run on-premises hardware with Red Hat Enterprise Linux and bare-metal cloud services.
IT Infrastructure Round-Up: Emerging Trends in Infrastructure and Connectivity (Nov 2024)

November was a busy month of announcements in infrastructure and connectivity, revealing a convergence of innovation to meet the stringent demands of AI-driven workloads, scalability, and cost efficiency.
Research Note: Nutanix Enterprise AI

Nutanix recently introduced Nutanix Enterprise AI, its new cloud-native infrastructure platform that streamlines the deployment and operation of AI workloads across various environments, including edge locations, private data centers, and public cloud services like AWS, Azure, and Google Cloud.
The Next Wave of Digital Transformation Won’t Be Built on VMware

It’s been nearly a year since Broadcom completed its acquisition of VMware, time enough to understand the impact of a deal that disrupted and challenged VMware customers and partners alike—challenges that continue even today. While much of the discussion about VMware focuses on Broadcom’s pricing and bundling changes, moves that have led to dramatic cost increases for its customers, there’s much more to the story.
Application Modernization Takes on New Dimension in the Post-VMware World

From nearly the moment it was first announced, Broadcom’s acquisition of VMware sent ripples through the tech industry. The acquisition triggered a wave of concern among enterprises that have long relied on VMware’s ecosystem for their IT infrastructure—concerns that have become an unfortunate reality for many, driven by Broadcom’s changes to pricing, bundling, and channel programs.
Quick Take: Nutanix Q4 FY 2024 Earnings

Nutanix reported its Q4 FY 2024 earnings, showing strong financial performance and strategic advancements and beating Wall Street estimates for both revenue and earnings. The company exceeded its financial targets, showcased innovation, and deepened partnerships, positioning itself as a critical player in the hybrid multi-cloud space.
Research Note: VMware Cloud Foundation (VCF) 9

Announced at its most recent VMware Discover event in Las Vegas, VMware Cloud Foundation 9 (VCF 9) is a significant evolution in private cloud technology. Designed to simplify operations, enhance security, and drive digital innovation, VCF 9 is a unified platform that merges public cloud environments’ agility with private cloud infrastructure’s control and security.
Research Note: Dell & Nutanix Expand Relationship & Offerings

Dell Technologies and Nutanix recently announced a strategic expansion of their partnership aimed at capturing disillusioned VMware customers following Broadcom’s acquisition of VMware.
The updated partnership sees Dell offering Nutanix software on its PowerEdge servers and integrating Dell’s PowerFlex storage with the Nutanix Cloud Platform.
In Conversation: Extending HCI to the Edge

I recently sat with Nutanix’s Greg White, Senior Director of Product Marketing, to understand the challenges of deploying resources, including AI, to the edge. Greg also talked in-depth about how hyper-converged architectures (HCI) can be leveraged to address many of these challenges.
Research Note: Nutanix FQ3 2024 Earnings

Nutanix reported impressive financial results for its fiscal Q3 2024 quarter, demonstrating significant growth and operational efficiency. The company surpassed its revenue expectations, achieving $525 million, a clear indicator of its robust execution and strategic advancements in the IT sector.
Research Report: Taming the AI-enabled Edge with HCI-based Architectures

Despite the tremendous business benefits of edge computing, it arrives with complex challenges, including managing geographically dispersed nodes, security risks, and integrating with existing IT infrastructure. These challenges can best be addressed with an architecture built around Hyper-Converged Infrastructure, which streamlines management and enhances performance.
Research Note: Nutanix FQ2 2024 Earnings

Nutanix reported results for its fiscal Q2 2024, which beat consensus estimates for revenue and earnings. The company also provided healthy guidance for the coming quarters.
The Unexpected Impact of VMware Cost Reductions

While VMware’s new price reductions may seem positive on the surface, there are significant questions as to whether IT buyers are actually saving money, especially as clarity emerges on the details of VMware’s new bundling scheme and the operational limits it’s now placing on products like vSAN.
Cisco and Nutanix Embark on Strategic Relationship

Cisco and Nutanix are collaborating to offer an integrated hyperconverged infrastructure (HCI) product line that combines Cisco’s SaaS-managed compute and networking solutions with Nutanix’s software-defined storage platform.
Nutanix Introduces new Generative AI-in-a-Box

Earlier this month, Nutanix announced its new GPT-in-a-Box™ solution, which promises to simplify the implementation of Generative Pre-trained Transformer (GPT) capabilities. Nutanix’s solution aims to help organizations harness the power of AI while maintaining robust control over their data and applications. New: Nutanix GPT-in-a-Box Nutanix’s new GPT-in-a-Box brings together the elements necessary to deploy a […]
Nutanix’s Project Beacon Lights The Way To A Unified Hybrid Multi-Cloud Future
Background In the hybrid-cloud world, every infrastructure has a distinct way of managing workloads. Every cloud, even on-prem consumption-based offerings, forces a different control plane. Unfortunately, for all the flexibility that the cloud enables, that flexibility is offset by increased complexity. This is a problem facing nearly every enterprise IT shop. Nutanix’s Cloud Manager offering […]
The 2023 Enterprise Storage Agenda
2023 is going to be an exciting year in enterprise storage. Principal Analyst Steve McDowell walks us through his predictions for the storage industry over the coming calendar year.