Glenn Dekheyser

Here's your brain on NetApp and here's your brain on Equus.

This is what your infrastructure would look like if you redeployed the network with us.

Here's how much it would cost.

Here's how much you would save or not, maybe.

But here's what you'd be able to do.

And usually that's when we also start the AI conversation.

Well, where are you going with AI?

And the answer is inevitably we have no idea.

Most of these customers are still looking for the answers.

And that's really where I think Equinix and NetApp together can shine.

You're not supposed to know the answers.

But when you don't know the answers, you want to put yourself in a position to be able to experiment, iterate, and then deploy.

That's the strength, I think, of the two names put together.

NetApp being able to go and take data sets, consistently move them to the three clouds in first-party offers, which I think is really, really good, either doing it in a caching way or using SnapMirror, which is now one of the new things that came out that was at Insight.

I was really excited about that.

being able to, in the core, have an AI data platform to exploit with AIDE and give your data scientists a place to work on, then you can then take that data and embeddings and stuff and move them to different places, allowing you to,

Prove out value.

Do it in the cloud.

Maybe you've got to go buy your own GPUs.

And let's talk about the edge as well.