AI deployments are moving into production
The transition from proof of concept to production indicates that AI infrastructure demand is becoming more durable and procurement-intensive. This supports a positive business read-through for enterprise data-center infrastructure providers.
Our ability to deliver the scalability, reliability, and performance required for advanced analytics and ongoing infrastructure maintenance was key to the win. AI is powering a new wave of growth for NetApp, momentum that has been building and continues to accelerate. In Q1, we won approximately 350 AI and data lake modernization deals, up significantly from a year ago. Importantly, deal sizes are increasing as customers move from proof of concept to production.
Who it touches
- NTAPbullish
Approximately 350 AI and data-lake deals increased in number and size as deployments moved from proof of concept to production.
- DELLbullish
The shift from AI proofs of concept to production implies broader demand for enterprise data-center infrastructure.
- HPEbullish
Growing production AI environments support demand across enterprise infrastructure suppliers.
About this signal
- Company
- NetApp, Inc.
- Category
- demand
- Call
- Q1 FY2027