Feels like the market still sees NTAP as a boring storage company while AI infra spending keeps ramping.
AI needs storage too, not just GPUs. NetApp might actually be one of the sneaky winners here if enterprise AI spending keeps growing.
Feels like the market still sees NTAP as a boring storage company while AI infra spending keeps ramping.
AI needs storage too, not just GPUs. NetApp might actually be one of the sneaky winners here if enterprise AI spending keeps growing.
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