Glenn Dekheyser

The capabilities are here already.

So it's all about the possibilities and the unknown.

If you ask any enterprise, what's their AI environment going to look like in three years?

Any answer they're going to give you is wrong, first of all, if they give you one.

So giving them the ability to experiment, iterate, and then operate, I think it's priceless almost, giving them that ability.

NetApp provides that functionality from a data perspective that can leverage our platform of interconnection and locality that can...

The two of them together create that value for an enterprise to go and exploit now and gives them that optionality.

The way I got customers to appreciate the NetApp platform who weren't aware of it was that, look, I give you with NetApp the privilege to change your mind and not change everything, right?

You can literally go from block to file and not change a thing.

You want to do block with this data set and you want to go NAS with it later?

Great, no problem.

You want to go change from NFS to SIFS?

Great.

You want to do both?

Great.

All these things you can do.

NetApp is really the first to the party with that kind of stuff.

Put that on top of a platform like ours that allows you to do it globally in a distributed manner and let you affect what we call distributed AI.

And I really do believe that it starts with the data, right?

GPUs can use it wherever you want, but between NetApp and Equinix, customers are able to create, I'll call it a composable AI factory.