Everyone assumes the brothers are selling NTAP to Goog. When is this expected to go down?
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Rumors of Netapp being sold have been circulating since 2002, though the list of potential buyer seems to change every few years
With the high stock price, the likelihood of the company being acquired is fairly small
Anons speculating that Dell storage biz could be up for sale.
Broadcom, private equity.....
Nvidia, Google and Broadcom could complete AI infrastructure stack (compute, networking, storage) with NetApp or EMC.
https://www.thelayoff.com/t/1tYMYlwq
Google could certainly use some good news outside of search after anti trust ruling and Elon/X users going after Google for woke search results the past couple weeks.
Apple using Google TPUs to train AFM.
AI inferencing will be done on device.
Google moves up Pixel 9 release by two months to pre-empt new iPhone release.
Data privacy and managing it across cloud, on prem, on device is key?
Maybe Kurian brothers convinced their Boards they need to be together.
I'm mean seriously, c'mon man that's so d-mb. You can't advertise on a hard drive.
So last week it was Oracle. This week is Google. Who's got Amazon for next week?
Won’t happen before year end.
Seems like it would be a lot cooler to work at Google.
The new Board director June Yang up for election at the shareholder meeting was likely recommended by Thomas Kurian. Deep ties to GCP and before that VMware.
Maybe the two old NTAP directors riding off into the sunset and don’t want to deal with or aren’t best equipped to deal with government regulatory review of any potential deal.
Rumblings that Dell might sell storage business. Maybe Nvidia?
Netapp reference architecture links broken on Nvidia site. 👀
Who is this “everyone” and why does it matter what he assumes when he is clearly wrong?