And I noticed Facebook (Meta) has chose them for their hyperscaler/AI.
I also noticed NVDA is a partner of PSTG and that NVIDA was part of the announcement.
Pure is seen as a hardware company, yet its storage as a service revenues are expanding quickly to over 37% of rev. and the market is treating them like a hardware company.
That said, it appears all data centers will switch to Flash….Pure Claims they have the best software since its built from the ground up and no other company will come close (which is why Meta chose them).
Two things
1) why TF is cathie woods selling a company that become profitable….like all she had to do was hang on a few months?
2) the trend is clear that Flash is taking over and Pure Seems to have the run on the market vs legacy companies. Meta has reinforced this. Also Amazon partnered with them too.
3) With ARM/NVDA deal failed. I wonder if NVDA takes out PURE and becomes and all in one solution for hyperscalers.
anyone in PSTG and have thoughts on this?
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