{"id":116270,"date":"2026-02-26T06:20:22","date_gmt":"2026-02-26T06:20:22","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2026\/02\/26\/amd-puts-250-million-into-nutanix-to-speed-ai-adoption-the-register\/"},"modified":"2026-02-26T06:21:23","modified_gmt":"2026-02-26T06:21:23","slug":"amd-puts-250-million-into-nutanix-to-speed-ai-adoption-the-register","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2026\/02\/26\/amd-puts-250-million-into-nutanix-to-speed-ai-adoption-the-register\/","title":{"rendered":"AMD puts $250 million into Nutanix to speed AI adoption \u2022 The Register"},"content":{"rendered":"<p> <a href=\"https:\/\/go.fiverr.com\/visit\/?bta=1052423&nci=17043\" Target=\"_Top\"><img loading=\"lazy\" decoding=\"async\" border=\"0\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/fiverr.ck-cdn.com\/tn\/serve\/?cid=40081059\"  width=\"601\" height=\"201\"><\/a>\n<\/p>\n<div id=\"body\">\n<p>AMD has struck one other chips\u2019n\u2019inventory deal, this time with software-defined datacenter participant Nutanix.<\/p>\n<p>The deal means AMD will purchase $150 million price of Nutanix inventory and likewise fund as much as $100 million of joint engineering work and go-to-market efforts for a brand new \u201cfull-stack AI infrastructure platform\u201d that can use Nutanix\u2019s stack to permit agentic and inferencing functions to run within the many on-prem, cloudy, and edge environments it helps.<\/p>\n<p>Nutanix at present helps solely Nvidia GPUs. This new deal means it should help AMD accelerators, too, making this a guess by AMD that Nutanix can generate extra demand for its {hardware}.<\/p>\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"top\" data-raptor=\"condor\" data-xsm=\",fluid,mpu,dmpu,\" data-sm=\",fluid,mpu,dmpu,\" data-md=\",fluid,mpu,dmpu,\">\n        <noscript><br \/>\n            <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_onprem\/front&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=2&amp;c=2aZ_mJj6bEVXH9gHcNHnAEwAAApc&amp;t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0\" target=\"_blank\"><br \/>\n                <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_onprem\/front&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=2&amp;c=2aZ_mJj6bEVXH9gHcNHnAEwAAApc&amp;t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0\" alt=\"\"\/><br \/>\n            <\/a><br \/>\n        <\/noscript>\n    <\/div>\n<p>\u201cOur purpose is to supply buyer alternative,\u201d Nutanix CEO Rajiv Ramaswami advised <i>The Register<\/i>. \u201cNvidia has been the market chief and AMD is the opposite huge platform firm.\u201d<\/p>\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"top\" data-raptor=\"falcon\" data-xmd=\",fluid,mpu,leaderboard,\" data-lg=\",fluid,mpu,leaderboard,\" data-xlg=\",fluid,billboard,superleaderboard,mpu,leaderboard,\" data-xxlg=\",fluid,billboard,superleaderboard,brandwidth,brandimpact,leaderboard,mpu,\">\n            <noscript><br \/>\n                <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_onprem\/front&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44aZ_mJj6bEVXH9gHcNHnAEwAAApc&amp;t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                    <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_onprem\/front&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44aZ_mJj6bEVXH9gHcNHnAEwAAApc&amp;t=ct%3Dns%26unitnum%3D426raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                <\/a><br \/>\n            <\/noscript>\n        <\/div>\n<div class=\"adun_eagle_desktop_story_wrapper\">\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"mid\" data-raptor=\"eagle\" data-xxlg=\",mpu,dmpu,\">\n                <noscript><br \/>\n                    <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_onprem\/front&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33aZ_mJj6bEVXH9gHcNHnAEwAAApc&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                        <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_onprem\/front&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33aZ_mJj6bEVXH9gHcNHnAEwAAApc&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                    <\/a><br \/>\n                <\/noscript>\n            <\/div>\n<\/p><\/div>\n<p>Ramaswami stated agentic AI adoption continues to be at a \u201cvery early stage\u201d inside enterprises, however stated Nutanix hopes to hurry issues up a bit by tuning its stack so it may host this class of functions wherever clients wish to run them.<\/p>\n<p>Nutanix revealed its new ties to AMD after first asserting its Q2 outcomes, which noticed income develop ten % year-over-year to succeed in $723 million. The corporate has lengthy most well-liked to make use of annual recurring income as its top-line indicator, to show the power of its subscription enterprise, and that grew 16 % to $2.36 billion.<\/p>\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"top\" data-raptor=\"falcon\" data-xsm=\",fluid,mpu,dmpu,\" data-sm=\",fluid,mpu,dmpu,\" data-md=\",fluid,mpu,dmpu,\">\n            <noscript><br \/>\n                <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_onprem\/front&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44aZ_mJj6bEVXH9gHcNHnAEwAAApc&amp;t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                    <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_onprem\/front&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44aZ_mJj6bEVXH9gHcNHnAEwAAApc&amp;t=ct%3Dns%26unitnum%3D426raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                <\/a><br \/>\n            <\/noscript>\n        <\/div>\n<p>Ramaswami stated the corporate signed 1,000 new clients within the quarter, and that almost all intend emigrate away from VMware.<\/p>\n<p>\u201cWe see numerous that occuring now,\u201d he stated. \u201cFolks don&#8217;t essentially see Broadcom as a long-term accomplice.\u201d<\/p>\n<p>IBM used its <a target=\"_blank\" href=\"https:\/\/www.theregister.com\/2026\/01\/29\/ibm_q4_2025\/\">earnings announcement<\/a> to rrveal that Crimson Hat has signed $500 million price of offers for its virtualization portfolio within the final two years. Ramaswami stated Nutanix believes Crimson Hat is certainly a competitor, however that as its virtualization platform depends on Kubernetes that makes migrations extra advanced than shifting from VMware to Nutanix.<\/p>\n<div aria-hidden=\"true\" class=\"adun\" id=\"story_eagle_xsm_sm_md_xmd_lg_xlg\" data-pos=\"mid\" data-raptor=\"eagle\" data-xsm=\",mpu,dmpu,\" data-sm=\",mpu,dmpu,\" data-md=\",mpu,dmpu,\" data-xmd=\",mpu,dmpu,\" data-lg=\",mpu,dmpu,\" data-xlg=\",mpu,dmpu,\">\n            <noscript><br \/>\n                <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_onprem\/front&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33aZ_mJj6bEVXH9gHcNHnAEwAAApc&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                    <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_onprem\/front&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33aZ_mJj6bEVXH9gHcNHnAEwAAApc&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                <\/a><br \/>\n            <\/noscript>\n        <\/div>\n<p>\u201cNow we have not seen many profitable migrations from VMware to Crimson Hat,\u201d he stated.<\/p>\n<p>Ramaswami provided buyers a brand new tackle part shortages by saying the provision of CPUs, not reminiscence, has been Nutanix\u2019s largest concern.<\/p>\n<p>\u201cThat is driving greater costs and lengthening lead occasions for servers,\u201d he advised buyers. \u201cTo this point, longer lead occasions largely pushed by lack of CPU availability have been a considerably larger problem for us than pricing.\u201d<\/p>\n<p>Reminiscence shortages are actually beginning to chew.<\/p>\n<p>\u201cVia the latter half of Q2, we started to see that the difficult provide setting for CPUs, reminiscence, storage and different parts is delaying our clients&#8217; capability to obtain servers from our {hardware} companions with a purpose to run our software program,\u201d the CEO stated. \u201cWe didn&#8217;t see this as a significant driver of our leads to our fiscal Q1 \u2026 later in Q2, we did begin to see it turn out to be extra pronounced to a larger extent than anticipated, and count on it to proceed by the remainder of the fiscal 12 months.\u201d<\/p>\n<p>That\u2019s an issue for Nutanix as a result of the corporate can\u2019t acknowledge some income for software program gross sales till clients\u2019 {hardware} arrives. The corporate due to this fact diminished its income steering for the total 12 months from between $2.82 and $2.86 billion to between $2.80 and $2.84 billion.<\/p>\n<p>Traders clearly preferred one thing about both Nutanix\u2019s outcomes or AMD tie-up, as a result of they despatched the corporate\u2019s shares up by nearly 20 % in after-hours buying and selling. \u00ae<\/p>\n<\/p><\/div>\n<iframe data-lazy=\"true\" data-src=\"https:\/\/www.fiverr.com\/gig_widgets?id=U2FsdGVkX18x7XQvttUTrv1oEqmGNGTgvvCUiUoJ\/AP4z\/UyMz8lXGOLpu15jIMxBbTR0gmD5uBoFvhC4KWeALQRp3h\/X\/AwcVD0K8Wj9H\/ZzYKzcCNHosB9oS4SCJJFWiN85P9ICAc4OgCoE\/wHKIY7CDkf2\/DQ1vqGvk4smVe5cRDEmrLPCWi4FC8p40VUhSmWQ5udCm0zoJtorgWv3vbDQw0kKYkwn39ozAnQXDe+YvWMxkLFWA+O3TFwkJvdkIK+\/AUSnRssPKt5WHY0FhNOxnSPcLslEL4G4\/RfP95ve99U+kRnDy3X+KtzdQLY+u935ghON\/o3UE4IMv9oN6JX9RnxzL\/LRcOgnHigxStSGPKsZYtnz8RWNVT\/rOLAibqiWJadC5MYHRbekF3eg6FOGrQGkXYbsn0+a5aovnlLCbLwIqY9fcS17UX8J235iQ6cdmHNbrPeS84CMm34RA==&affiliate_id=1052423&strip_google_tagmanager=true\" loading=\"lazy\" data-with-title=\"true\" class=\"fiverr_nga_frame\" frameborder=\"0\" height=\"350\" width=\"100%\" referrerpolicy=\"no-referrer-when-downgrade\" data-mode=\"random_gigs\" onload=\" var frame = this; var script = document.createElement('script'); script.addEventListener('load', function() { window.FW_SDK.register(frame); }); script.setAttribute('src', 'https:\/\/www.fiverr.com\/gig_widgets\/sdk'); document.body.appendChild(script); \" ><\/iframe>\n<br \/><a href=\"https:\/\/go.theregister.com\/feed\/www.theregister.com\/2026\/02\/26\/nutanix_q2_2026\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>AMD has struck one other chips\u2019n\u2019inventory deal, this time with software-defined datacenter participant Nutanix. The deal means AMD will purchase $150 million price of Nutanix&#8230;<\/p>\n","protected":false},"author":1,"featured_media":116271,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-116270","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech-universe"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AMD puts $250 million into Nutanix to speed AI adoption \u2022 The Register - mailinvest.blog<\/title>\n<meta name=\"description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. 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