NetApp (NTAP) investor relations material

Keynote insights and industry context

• AI's evolution is driving a shift from model-centric to data and infrastructure-centric strategies, with data quality and infrastructure scalability now critical for AI success.

• Fragmented, unstructured data and operational complexity are major barriers to scaling AI, with 93% of organizations facing data challenges.

• The agentic enterprise vision requires data platforms that provide memory and context, enabling autonomous agents to act effectively.

• Security threats, including AI-enabled ransomware, and data sovereignty requirements are rising, demanding integrated, proactive protection.

• Partnerships with Oracle, Google, and Microsoft are expanding, enabling seamless hybrid and multi-cloud data management.

Platform advancements and product announcements

• NetApp announced two major advancements: extending its platform for hyperscale AI infrastructure and introducing new capabilities to build context from all data, wherever it resides.

• The NetApp AI Data Engine now supports heterogeneous data sources, enabling activation and contextualization of data across any storage without migration.

• The AI Data Engine and new metadata capabilities are available free for six months to all enterprises, accelerating adoption.

• Integration with Commvault enhances ransomware detection and recovery, providing unified, automated business continuity.

• Keystone Sovereign offers data residency and compliance controls for EEA customers, addressing regional regulatory needs.

NetApp Novus architecture and technical deep dive

• NetApp Novus introduces a disaggregated, federated architecture designed for 100,000+ GPU clusters and zettabyte-scale data, delivering 100 TB/s performance.

• Novus uses standard Linux protocols (pNFS, Flex Files) and separates metadata into independently scalable subsystems, ensuring linear scaling and resilience.

• Metadata is elevated to a knowledge layer, enabling deep indexing, contextual search, and advanced analytics at unprecedented scale.

• The architecture supports dynamic scaling, quality of service, and multi-tenant isolation, with ONTAP providing end-to-end data integrity and security.

• Novus is positioned as the first zettabyte-scale, planet-scale file system, unifying global data estates for AI and agentic workloads.