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In the artificial intelligence (AI) software world, hyper-converged infrastructure (HCI) seamlessly integrates computing, storage, and networking. This market, crucial as businesses navigate complex hybrid and multi-cloud environments, is poised to expand at a 23.5% CAGR to $49.8 billion by 2030.
San Jose-based Nutanix, Inc. (NTNX) leads the charge, offering cutting-edge HCI solutions that help companies streamline cloud management. Nutanix is a much smaller player than AI chip giant Broadcom (AVGO) - but it moved swiftly to capitalize on customer shifts around Broadcom’s VMware acquisition, snagging market share as its superior HCI, hypervisor, and cloud storage solutions make it a strong contender against VMware.
