Jan. 6 at 1:35 AM
$NTNX $NVDA
NTNX is the first enterprise platform certified for NVIDIA NIM micro-services on-prem, meaning Rubin GPU boxes from OEMs will boot straight into GPT-in-a-Box 2.0 for Nutanix AOS customers.
Each NIM endpoint adds ~
$1,200 ARR; 4-5k Rubin nodes/month could deliver >
$50M ARR in FY-27—a +4% revenue lift for a company growing 15% organically.
The stock has been cut in half since August (–34% in 30 days) on fears AI makes HCI “invisible”; the Rubin/NIM endorsement reverses that narrative, re-establishing NTNX as the “edge AI control-plane.”
At 6× forward sales, NTNX trades at a 40% discount to recent AI-software deals (MNDT 10×, QLYS 9×). If Rubin traction appears in Jan-26 earnings, the multiple can re-expand to 8-9×, implying
$80-85 (≈+45% from mid-
$50S).
Rubin validates the software stack and could add 4-5% incremental ARR at premium GM—enough to turn a “value” story into growth re-rating.
$80-85 is the target once Rubin/NIM wins are quantified
