AMD Partnership Highlights AI Growth Opportunities
The addressable market potential is $76 billion
Limited server availability is a temporary issue
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Nutanix (NTNX) remains, in my opinion, an underrated player in the ongoing rising AI trend. AI is creating new use cases, for which the Nutanix Cloud Platform is likely to gain significance as a central software solution for hybrid multi-cloud infrastructures. Nutanix enables the operation of these applications and the management of all related data. This is further underscored by AMD's $150 million investment to establish a shared AI infrastructure platform for AI agents. This aims to address highly regulated industries with stringent data privacy...
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