Transcript
for more compute power, the hyperscalers are really shining. ♪♪ Michael, welcome to .NEXT. I think this is your first .NEXT, so I want to thank you and your team for being here with us today. Absolutely. Obviously, there's a lot happening in the market today, from geopolitics to we hear supply chain issues to Broadcom obviously putting pressure on other partners and customers and so forth. Tell us kind of what you're seeing, right? What are you seeing, especially as you're very close to AWS? How are customers reacting to this and kind of just general market trends that you're seeing? You know, I think right now supply is a really big challenge, especially supply continuity with all of the, like you talk about global uncertainty. So I think having a partner that can provide the compute capacity that you need as your business is expanding becomes very, very important. I mean, we're in the AI era right now, and it has never been more important now to be able to secure the compute capacity to manage your workloads and run your workloads on. So I think we're in a very important kind of inflection point going on right now. So I think supply capacity for compute is probably the biggest challenge that is facing the, at least the high-tech industry today. You guys provide us with CPUs and infrastructure on-premises as well as the public cloud. So what's maybe your message to customers saying, hey, if I'm stuck and I have supply, you know, maybe nine months out for my hardware, what should, you know, what do they do? Well, we have, I mean, you have great partnerships with the OEMs, that's kind of where Intel started, but really what we're seeing now in the cloud space is these hyperscalers, it's not just about CPU capacity, you've got memory, you've got power, you've got real estate, all of these different things come together in a hyperscaler motion that allows them to deliver compute capacity immediately and instantly and in a scale that just really can't be matched today by a lot of the hardware resellers. So as we're seeing this AI era and this ravenous appetite for more compute power, the hyperscalers are really shining. So if we look forward maybe next, let's say one to two years, 24 months, how do you think our partnership's gonna evolve? And then, you know, maybe what's the one call to action you would have for our customers? I believe that the Intel AWS and Nutanix relationship could be kind of the next era of growth for all three of us. I know Amazon and Intel are making some pretty sizable investments, specifically into differentiation around compute. So, you know, we signed an agreement back in September of 2024 with Amazon around building custom products for them at a regular cadence over the next five years. And I feel like NC2 is a perfect opportunity to take advantage of some of that compute differentiation that we've got. And I think over the next one to two years that we will see the majority of growth, both from Intel and from Nutanix to happen in the cloud. Thank you. You're welcome. Thank you.
