Nutanix Catalysts Include HCI Growth, VMware Market Share Shift, And AI Demand: Analyst
Nutanix Catalysts Include HCI Growth, VMware Market Share Shift, And AI Demand: Analyst
nutanix Catalysts包括HCI增長,威睿市場份額轉移和人工智能需求:分析師
Oppenheimer analyst Param Singh initiated coverage on Nutanix Inc (NASDAQ:NTNX) with an Outperform rating and a price target of $80.
Oppenheimer分析師Param Singh對Nutanix Inc(納斯達克:NTNX)發起覆蓋,給予超配評級,目標價爲80美元。
Singh's optimistic outlook hinges on several critical factors, including the rising demand for HyperConverged Infrastructure (HCI), market share opportunities from weakening VMware, and strong adoption of unstructured data solutions, particularly for AI-driven workloads.
Singh的樂觀前景依賴於幾個關鍵因素,包括對超融合基礎設施(HCI)日益增長的需求、由於威睿弱化帶來的市場份額機會,以及對非結構化數據解決方案的強勁採用,特別是針對人工智能驅動的工作負載。
Singh accentuated that Nutanix benefits from the shift in enterprise data centers toward HCI solutions, which integrate computing, storage, and networking into a single, streamlined platform.
Singh強調,Nutanix受益於企業數據中心向HCI解決方案的轉變,這種解決方案將計算、存儲和網絡整合爲一個單一、高效的平台。
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Singh said the HCI software...
Singh...
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