AMD Commits $250 Million to Nutanix Partnership for Enterprise AI Infrastructure Platform
7 Sources
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AMD puts $250 million into Nutanix to speed AI adoption
The VMware refugees have started to arrive, but so have supply chain woes AMD has struck another chips'n'stock deal, this time with software-defined datacenter player Nutanix. The deal means AMD will acquire $150 million worth of Nutanix stock and also fund up to $100 million of joint engineering
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AMD to Buy $150 Million of Nutanix Stock in New Partnership
Advanced Micro Devices Inc. will buy $150 million in Nutanix Inc. stock as part of a new partnership that also includes joint engineering and sales efforts. The chipmaker will additionally give Nutanix up to $100 million to fund the joint initiatives, which are meant to develop and sell an
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Nutanix rallies on strong quarter and AMD investment as Everpure tops estimates - SiliconANGLE
Nutanix rallies on strong quarter and AMD investment as Everpure tops estimates Shares in Nutanix Inc. and Everpure Inc. (formerly Pure Storage Inc.) were up in late trading today as both impressed investors with earnings beats in their respective quarters, with Nutanix also announcing a new
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Why AMD Is Putting $250M Behind Nutanix's Agentic AI Push
'It's about basically taking our Nutanix Cloud Platform, our Kubernetes Platform, and our AMD Enterprise AI software, getting them all to work on top of AMD accelerated compute hardware. So servers using AMD GPUs effectively, and bringing that solution to market. As part of that, AMD is doing two
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AMD and Nutanix Enter Multi Year Strategic Partnership to Build Open and Scalable Enterprise AI Platform
Enterprise AI infrastructure is entering a phase where inference workloads dominate, and openness is essential for long-term innovation. AMD is committed to advancing an AI ecosystem built on open standards, interoperable software frameworks and architectural choice which are essential requirements
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AMD and Nutanix Announce Strategic Partnership to Advance an Open and Scalable Platform for Enterprise AI
AMD and Nutanix today announced a multi-year strategic partnership to jointly develop an open, full-stack AI infrastructure platform designed to power agentic AI applications, everywhere. This agreement aligns to both companies' commitment to an open ecosystem for AI, providing customers with
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AMD, Nutanix Team Up For $250 Million AI Venture
Advanced Micro Devices and Nutanix are jointly developing an open, full-stack artificial intelligence infrastructure platform designed to power AI applications. AMD will invest $150 million in Nutanix stock at a purchase price of $36.26 a share. It will also fund up to $100 million for Nutanix to
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AMD and Nutanix announced a multi-year strategic partnership worth $250 million to develop an open, full-stack AI infrastructure platform for enterprise AI and agentic AI applications. The deal includes $150 million in stock acquisition and $100 million for joint engineering and go-to-market initiatives, positioning both companies to compete with Nvidia in the enterprise AI market.
AMD and Nutanix Forge Strategic Alliance Worth $250 Million
AMD and Nutanix have entered a multi-year strategic partnership that brings $250 million in combined AMD investment to accelerate enterprise AI deployment. The deal structure includes AMD purchasing $150 million worth of Nutanix common stock at $36.26 per share, alongside funding up to $100 million for joint engineering initiatives and go-to-market collaboration
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. This stock acquisition signals AMD's confidence in Nutanix's ability to generate demand for its accelerated compute hardware in the rapidly evolving enterprise AI market.
Source: DT
The partnership aims to develop what both companies describe as an open, full-stack AI infrastructure platform specifically designed to power agentic AI applications across on-premises, cloud, and edge environments
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. Nutanix CEO Rajiv Ramaswami emphasized that agentic AI adoption remains at a "very early stage" within enterprises, but the collaboration intends to accelerate deployment by optimizing the Nutanix stack for this emerging class of applications1
.Building an Alternative to Nvidia's Dominance
Until now, Nutanix has supported only Nvidia GPUs for AI workloads. This partnership marks a strategic shift as Nutanix expands its hardware support to include AMD Instinct GPUs and EPYC CPUs
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. "Our goal is to provide customer choice," Ramaswami told The Register. "Nvidia has been the market leader and AMD is the other big platform company"1
.The joint roadmap will integrate AMD ROCm and AMD Enterprise AI software into the Nutanix Cloud Platform and Nutanix Kubernetes Platform, creating production-ready solutions optimized for AI inference workloads
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. The first jointly developed AI platform from this partnership is expected to reach market in late 2026, demonstrating both companies' commitment to rapid execution5
.Strong Quarter Amid Supply Chain Challenges
The partnership announcement coincided with Nutanix's fiscal second-quarter results, which showed revenue reaching $723 million, up 10 percent year-over-year
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. Annual recurring revenue grew 16 percent to $2.36 billion, reflecting the strength of Nutanix's subscription business model1
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Source: The Register
Ramaswami revealed that Nutanix signed 1,000 new customers during the quarter, with most intending to migrate away from VMware following Broadcom's acquisition. "We see a lot of that happening now," he said. "People do not necessarily see Broadcom as a long-term partner"
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. This VMware exodus represents a significant opportunity for Nutanix, particularly as competitors like Red Hat face more complex migration challenges due to their Kubernetes-based virtualization platform1
.However, supply chain shortages are creating headwinds. Ramaswami told investors that CPU availability, rather than memory, has been Nutanix's biggest concern, driving higher prices and lengthening lead times for servers
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. These supply chain shortages delayed customers' ability to procure servers needed to run Nutanix software, forcing the company to reduce its full-year revenue guidance from between $2.82 and $2.86 billion to between $2.80 and $2.84 billion1
.Related Stories
What This Means for AI Adoption
The partnership positions AMD and Nutanix to compete more effectively in the enterprise AI infrastructure market, where customer choice and open ecosystems are becoming critical differentiators. As AI inference becomes foundational to enterprise computing, organizations need infrastructure that delivers performance, efficiency, and operational simplicity at scale
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.Dan McNamara, senior vice president at AMD, stated: "Enterprise customers need the freedom to run the models and workloads that matter most to their business, without compromise"
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. The platform will enable enterprises to deploy open-source and commercial AI models without dependency on vertically integrated AI stacks5
.Investors responded positively to the news, sending Nutanix shares up almost 20 percent in after-hours trading
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. The deal follows AMD's recent partnerships with Meta Platforms and OpenAI, signaling the chipmaker's aggressive push to expand its presence in the AI market beyond Nvidia's dominance2
.References
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