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From NTAP earnings calls
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21:30
May 28 ◎
George Kurian CEO, NetApp, Inc. NTAP Q4 FY26 call
The AFX solution powering NVIDIA SuperPOD environments indicates a close partnership and integration with NVIDIA's AI infrastructure, suggesting mutual dependency and demand for AI storage.
NVDA
HIGH
22:30
Feb 26 ◎
George Kurian CEO, NetApp NTAP Q3 FY26 call
NetApp's AI deal mix shows 60% of AI business is in data prep/readiness and 40% in production training/inferencing, indicating a meaningful shift from pilots to production workloads. — The shift of AI storage workloads from preparation to production these early stages suggests AI infrastructure investment is progressing past the initial buildout phase.
NVDA
MED
22:30
Nov 25 ◎
George Kurian CEO, NetApp, Inc. NTAP Q2 FY26 call
NetApp's new flagship AI storage product is certified for NVIDIA's flagship AI infrastructure, indicating alignment with NVIDIA's ecosystem for AI workloads.
NVDA
HIGH

About NVDA Analyst Coverage

Buzzberg tracks NVDA (NVIDIA Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: George Kurian.