How Nutanix is Disrupting the Market for Datacenter Infrastructure and Storage

Over the past two years we’ve seen a lot of disruption in the enterprise storage market with everything from the game-changing performance of flash to next-generation storage architectures required to support the cloud and virtualized data center environments

And notwithstanding some early wins from companies like Fusion-io, we believe the underlying data center compute,  storage and networking transformation is still in early innings of playing out.  A case in point is Nutanix, a company worth paying attention to and one where we recently led an oversubscribed growth round of financing.

So why are we so excited about Nutanix? We believe the company represents the next-generation of IT infrastructure – a CONVERGED storage and compute platform uniquely able to cost-effectively power the datacenters of today and tomorrow.

Nutanix combines enterprise-class compute and storage resources into a single, inexpensive x86 system. It also incorporates elastic scale-out technologies that have historically only been available to some of the world’s largest, and most technically sophisticated companies like Google and Facebook.  Now, for the first time, this revolutionary computing paradigm is being delivered to mid-range and large enterprises that are also looking to ride the disruptive economic wave afforded by cloud computing and large-scale virtualization.

The Nutanix magic is in its’ software which is highly sophisticated and delivers the world’s first SDS (Software-defined Storage system), similar to Nicira, also a LIghtspeed portfolio company, which built the world’s first SDN (Software Defined Network system).   The combination of SDS, inexpensive compute, and a radically simplified appliance form factor which is easy to deploy and manage has customers excited and highly engaged.  They are calling Nutanix Complete the world’s first “datacenter in a box.”

Beyond the technology, we have been hugely impressed by the team at Nutanix. We’ve had the privilege of working with them from the earliest days of the company when Lightspeed originally lead the Series A financing more than two and half years ago. The founders came to us with an extremely bold vision to redefine datacenter storage and computing and we’re incredibly excited to see how emphatically the market is now embracing this vision.

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