"Customers focused on consolidation and power efficiency by modernizing their datacenters, which frees up some volume - or space for AI infrastructure," CFO Yvonne McGill told investors on the earnings call. That modernization drive means customers are buying "more richly configured servers" that boast "denser core counts and more memory and storage per server."
Nutanix CEO Rajiv Ramaswami said recently established relationships with Dell and Cisco helped to win new customers. Cisco's sales force proved particularly effective winning new customers, he observed.
Dell's Infrastructure Solutions Group was the star, posting $11.1 billion revenue - a 34 percent year-on-year jump. Of that, $7.4 billion came from servers and networking kit - categories that saw a collective 58 percent year-on-year revenue improvement.
Nutanix announced a major shift this year by allowing Dell's storage hardware to work with its hybrid cloud stack - an evolution from its hyperconverged approach of using software-defined storage and compute.
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