NUTANIX INC. A WKN: A2ACQE ISIN: US67059N1081 Kürzel: NTNX Forum: Aktien Thema: Hauptdiskussion

Guten Abend an alle, nicht mehr investiert, dennoch verfolge ich das Unternehmen. Sollte die 50USD gerissen werden ... Zuletzt hat der CEO eher in einem Nebensatz erwähnt, dass Unternehmen vorsichtig werden, Clodsysteme zu nutzen. f you sort of go back five years ago, even before Covid, the mindset of CIOs at companies was this big sort of push to go get things done in the public cloud. During Covid, of course, that trend accelerated. But then, as people came out of Covid and looked at the economic realities, they realized that public cloud is a very expensive place to operate at steady state. They realized they could be much more cost effective if they were to run their own operations inside their own data centers. So now companies are being much, much more careful about saying, "Should I take this to the public cloud or not, or am I better off running it on prem (on premises)." So this has led to a hybrid cloud model, which is you're going to have a mix. You are going to have some workloads in the public cloud. But companies are investing in on-prem modernization. They want to run and build modern applications on-prem. A lot of enterprise, sensitive information is going to be remaining in data centers. Im weiteren Verlauf ging es noch um einen Vergleich mit IBMs Lösung. Bleibt ein spannender Wert.