Transcript
to make sure that we have, frankly, a world-class experience when the products come together. Peter, welcome to Chicago. Welcome to .NEXT. It's so great to have you here. Yeah, thanks, man. It's a fantastic event, as always, right? We have been partnering for a long time across many, many generations of platforms, across both Intel and AMD, but HPE has a huge portfolio of storage, compute, networking. Tell us a little bit about where does Nutanix fit in the whole HPE ecosystem? You know, obviously, we just welcomed Juniper into the HPE family over the year since we were at .NEXT last. Yeah. And, you know, super excited about that. The AppStore integrations really make the whole situation, the whole story, the experience with Nutanix better. And then, you know, since we were here, you know, last time, you know, we announced at last .NEXT that we were going to migrate away from our traditional appliance approach to Nutanix and really move from our DX to our DL. Yes, that is one that has now actually completed. Right. And it's always interesting to see, you know, sometimes there are great consequences and sometimes those consequences are also like unexpectedly good. Yeah. And we are keeping up to date with the latest and greatest generations from HPE. We just introduced our portfolio in Gen 12. Yes. And it's out in the market. It is indeed. Have you been hearing some feedback from the customers? They really appreciate the performance gains, right? Whether it's on the Intel side, whether it's on the AMD side, you know, we do both. And, you know, we have had some really exciting announcements here today. Our HAI with AMD, the DL145, but also some of the more bread and butter like the 360, the 380, you know, those continue to basically roll out both on Intel and AMD. What they really care about is the flexibility of the platforms. They care about the manageability both through PRISM, but also through the deep integrations that we have between the Nutanix stack and the HPE stack. And then, you know, things like security, quantum safe, ILO, all the pieces that goes with that. That's something we're hearing a lot of really positive feedback on. So if you look ahead, what are some of the things that you think we can jointly go focus on and deliver for our customers? It falls into like three categories. The first one is experience. We continue to do an enormous amount of work between HPE R&D and Nutanix R&D to make sure that we have, frankly, a world-class experience when the product come together. So that's one. I think there's still more work to do. Our comm products are coming online inside of Nutanix. There's other pieces that comes with that that will further enhance the experience. Two, I really see the ability to go out and follow all the way from the edge to the cloud, whether it's private on-prem hybrid, whether it is colo, whether it's third-party hosted, whether it's out of cloud providers themselves. That and having the right portfolio mix for us to go out and provide that across standard HCI use cases, NCIC, AI at the edge, inferencing, and all the agentic stuff that we've been talking about. That's number two. And then I think an oft overlooked number three is this is very much an on-prem kind of infrastructure. Sovereignty, digital sovereignty, and all the things that comes with that, both in Europe through regulation, but also in Asia, simply due to sovereign governments. That's an area where we have very, very deep expertise. You have very deep expertise, and I'm really looking to take that conversation, that journey home.
