Brian (for David Vogt)'s questions to NetApp Inc (NTAP) leadership • Q1 2025
Question
Brian, on behalf of David Vogt, asked if flash storage has reached a TCO level that can drive GenAI adoption and inquired about the current percentage of flash in shipments and the installed base.
Answer
CEO George Kurian stated that flash constitutes about 60% of hybrid cloud revenue but only around 40% of the total installed base, indicating a large opportunity remains. He explained that the TCO for AI depends on the workload; active data lakes and model training are all-flash, while archived data may use disk. Inferencing uses a mix of technologies depending on location (cloud, data center, or edge).