Cloud First Is Dead. Here's What's Replacing It.

Over the past decade, the prevailing narrative has been cloud first or bust, but it is about an optimization trend. Yeah, in some sense, private clouds are cool again, though in some cases just a few months ago. Having the seamless integration and manageability of an HCI stack was very nice, but you get infrastructure flexibility. We've got customers that have historically leveraged Broadcom VMware. They're going to continue to leverage Broadcom VMware. but they've got other workloads that they might be leveraging Nutanix, they might be leveraging Azure Local. This is the most exciting primary storage refresh we've probably ever seen.