Partnership & Innovation - NVIDIA and NetApp are announcing a revolutionary product at a revolutionary time, building on a partnership since 2019 [2] - The partnership aims to bring accelerated computing and AI data platform technologies together with NetApp technologies [6][7] - The collaboration represents a reinvention of data processing, similar to how computing was reinvented [8][9] Product & Technology - Announcing the NetApp AFX family, combining scaled, high-performance storage architecture with exabyte-scale data pools [6] - Introducing the NetApp AI data engine, designed to simplify and make AI more affordable and accessible [7] - The new AI processing engine allows embedding knowledge and querying it based on the insights being sought [11] Data Management & AI - Data is emphasized as the "food of AI," highlighting its importance for agentic AI [5] - The solution addresses the challenge of managing unstructured data, which constitutes a significant portion (reportedly 90% for NVIDIA) of enterprise data [5] - The platform enables semantic AI data processing, including embedding and vectorised indexing using neural networks [9][10][11] Market Opportunity & Impact - The collaboration presents a significant growth opportunity for both companies, with NVIDIA GPUs finding their way into file and storage systems [21] - The solution aims to transform data operations from protocol-driven to agentic, enabling semantic understanding of data across hybrid clouds [17] - The technology helps clients extract knowledge from their data while maintaining security, compliance, and data lineage [18]