Feb. 7 at 11:36 PM
$NTNX Nutanix is positioned at the intersection of three converging megatrends: AI at the edge, hybrid cloud complexity, and agentic AI adoption. The company's Nutanix Enterprise AI (NAI) platform enables secure, distributed AI deployment from data centers to edge locations, addressing the 83% of enterprises planning to boost edge AI investment. With deep NVIDIA AI Enterprise integration including NIM microservices and NeMo frameworks, Nutanix simplifies production-grade agentic AI deployment across any Kubernetes environment. This hybrid multicloud approach captures AI workloads requiring local data processing—critical for latency-sensitive applications—while maintaining centralized governance. As enterprises modernize infrastructure for AI. Nutanix's
$76B expanding TAM and 18% ARR growth position it as essential infrastructure for the agentic AI era, driving durable subscription revenue and margin expansion.