Nutanix(US:NTNX) Seeking Alphaยท2025-09-08 23:57Core Insights - Nutanix aims to establish itself as a leading infrastructure platform over the next five years, building on its history as a pioneer in hyper-converged infrastructure (HCI) and competing effectively against major incumbents in the market [1][3]. Company Strategy - The company has developed a comprehensive infrastructure platform capable of supporting a wide range of applications, including legacy, modern, and future AI applications, which can be managed across various environments such as on-premises, edge, and public clouds [2]. Market Position - Nutanix has positioned itself as a challenger in the market, successfully competing against established players like legacy storage vendors and VMware, while also addressing the needs of public cloud users [1].