Nutanix Unified Storage Achieves NVIDIA Certification as Enterprises Race to Build AI Factories
Rhea-AI Summary
Nutanix (NASDAQ:NTNX) announced that Nutanix Unified Storage (NUS) is now NVIDIA‑Certified at the enterprise level, validating full-stack interoperability with NVIDIA AI infrastructure for large-scale production AI workloads.
NUS runs on a 10-node all‑NVMe cluster and uses NVIDIA Spectrum‑X Ethernet, delivering linear scalability from 10 GB/s read and 5 GB/s write for 32 GPUs up to 160 GB/s read and 80 GB/s write for 1,024 GPUs. The architecture supports training, fine-tuning, inference, and RAG pipelines across x86 platforms and NVIDIA HGX and GH200 systems. The NVIDIA‑Certified Nutanix Unified Storage reference architecture is available now, with planned support for NVIDIA BlueField‑4 STX in the second half of 2026.
AI-generated analysis. Not financial advice.
Positive
- Enterprise‑level NVIDIA certification for Nutanix Unified Storage
- Validated full‑stack interoperability with NVIDIA AI infrastructure
- Linear scalability from 10/5 GB/s (32 GPUs) to 160/80 GB/s (1,024 GPUs)
- 10‑node all‑NVMe, low‑latency, high‑throughput data path between GPUs and storage
- Architecture supports training, fine‑tuning, inference, and RAG pipelines
- Reference architecture available immediately for NVIDIA‑powered AI infrastructure
Negative
- Support for NVIDIA BlueField‑4 STX only planned for second half of 2026
News Market Reaction – NTNX
On the day this news was published, NTNX gained 7.30%, reflecting a notable positive market reaction. Argus tracked a peak move of +2.9% during that session. Our momentum scanner triggered 40 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $1.03B to the company's valuation, bringing the market cap to $15.11B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
NTNX gained 6.68% pre-news while close peers were mixed: CHKP +2.76%, IOT +9.21%, TOST +3.91%, but FFIV -0.59% and NTAP -1.36%. No peers appeared in the momentum scanner, pointing to a stock-specific AI catalyst.
Previous AI Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Apr 07 | AI platform update | Positive | -0.1% | Enhancements to Nutanix Agentic AI for secure multitenant AI services. |
| Apr 07 | AI platform expansion | Positive | -0.1% | Expanded Cloud Platform for Agentic AI and hybrid multicloud operations. |
| Mar 16 | AI stack launch | Positive | +2.8% | Introduction of Nutanix Agentic AI full-stack solution for AI factories. |
| Mar 10 | AI event lineup | Positive | -2.8% | Announcement of .NEXT 2026 event program focused on enterprise AI. |
| Mar 03 | AI survey report | Positive | +1.0% | Enterprise Cloud Index highlighting AI-driven container adoption and risks. |
AI-tagged announcements have produced mixed reactions, with three mild negative moves and two positive moves, yielding a small average move of 0.19% and no consistent upside pattern.
Over recent months, Nutanix has issued multiple AI-focused announcements, from its Enterprise Cloud Index on AI-driven container adoption (Mar 3, 2026) to unveiling Nutanix Agentic AI and a full-stack platform with broad partner validation in March–April 2026. Two April AI platform updates saw slightly negative reactions, while the March Agentic AI launch drew a positive move. Today’s NVIDIA certification for Nutanix Unified Storage extends this AI infrastructure narrative into storage and data-path performance.
Historical Comparison
In the past 6 months, NTNX issued 5 AI-tagged releases with an average move of 0.19%. Today’s AI storage certification pre-news move of +6.68% stands out as a materially larger reaction.
AI news has progressed from survey insights and event programming to launching Nutanix Agentic AI and a complete Agentic AI platform, and now to NVIDIA-certified Unified Storage, deepening Nutanix’s role in enterprise AI infrastructure stacks.
Market Pulse Summary
The stock moved +7.3% in the session following this news. A strong positive reaction aligns with Nutanix’s positioning around AI factories but exceeds its typical AI-news impact; prior AI-tagged releases averaged only 0.19% moves. A +6.68% pre-news gain around NVIDIA certification suggests investors focused on concrete, validated infrastructure roles. With shares still below the 53.5 200-day MA and far under the 82.42 52-week high, investors may weigh how durable AI-driven demand is against broader volatility in software infrastructure names.
Key Terms
gpudirect storage technical
nvidia spectrum-x ethernet technical
dpu technical
inference technical
rag pipelines technical
AI-generated analysis. Not financial advice.
Nutanix Unified Storage validated at enterprise level to support NVIDIA-powered AI infrastructure for production workloads
Nutanix advances AI-native storage with planned NVIDIA BlueField-4 STX support
SAN JOSE, Calif., June 01, 2026 (GLOBE NEWSWIRE) -- Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, today announced the Nutanix Unified Storage (NUS) solution is NVIDIA-Certified at the enterprise level. NVIDIA-Certified Storage is designed to enable enterprises and cloud providers to confidently deploy storage solutions that support the performance, security, and scale required for large-scale production AI workloads. Nutanix is also advancing AI-native storage with planned support for NVIDIA Vera BlueField-4 STX, reinforcing its focus on faster data access, greater storage efficiency, and simpler AI operations at scale.
As enterprises and cloud providers race to build AI factories to support production AI workloads, they require infrastructure that can keep data moving, maximize GPU utilization, and reduce deployment risk. Success depends not only on access to powerful GPUs but on the ability to feed those systems with data efficiently and reliably. Fragmented infrastructure, siloed data, and inconsistent performance can slow deployments, limit GPU efficiency, and make AI harder to scale reliably.
With this certification, Nutanix is providing enterprises and cloud providers with a validated configuration to support enterprise deployment of AI infrastructure. The certification helps ensure NUS is validated for full-stack interoperability with NVIDIA AI infrastructure, helping to reduce I/O bottlenecks and integration risk. By enabling linear scalability for the data-hungry demands of AI workloads, it helps ensure an organization’s most valuable assets, its GPUs and data, are working at maximum efficiency in production environments.
“To build and run AI factories successfully, enterprises must move past fragmented infrastructure and data silos that limit GPU infrastructure efficiency,” said Thomas Cornely, executive vice president, Product Management, Nutanix. “This NVIDIA certification validates that Nutanix Unified Storage delivers the full-stack interoperability, linear scalability, and reliable data velocity that modern AI workloads demand. By collaborating closely with NVIDIA, we are giving customers a unified, high-performance foundation to scale their production AI operations with confidence.”
"As enterprises scale their AI factory deployments to meet demanding agentic AI workloads, storage is foundational to unlocking full-stack performance, efficiency, and accuracy,” said Jason Hardy, vice president, Storage Technology, NVIDIA. “Nutanix Unified Storage achieving NVIDIA certification gives customers a trusted, interoperable foundation to eliminate data bottlenecks, maximize GPU utilization, and scale production AI workloads with confidence."
Certified for NVIDIA-Powered AI Infrastructure
Built on a 10-node, all‑NVMe cluster, NUS leverages enhanced parallel NFS (pNFS) and GPUDirect Storage over NFS with RDMA to establish a low-latency, high-throughput, and resilient data path directly between GPUs and storage—maximizing utilization while minimizing downtime.
The result is a scalable foundation for enterprise AI that helps customers move from targeted GPU deployments to larger production environments while keeping storage performance predictable as AI workloads expand. To support large-scale AI performance, the solution uses NVIDIA Spectrum‑X Ethernet, including NVIDIA Spectrum‑4 switches and BlueField‑3 DPUs, and delivers linear scalability from 10 GB/s read and 5 GB/s write for 32 GPUs to 160 GB/s read and 80 GB/s write for 1,024 GPUs.
This resilient, zero-downtime architecture provides a flexible foundation for AI workloads, supporting training, fine-tuning, inference, and RAG pipelines across a wide range of compute platforms including x86-based systems (NVIDIA RTX 6000 PRO Blackwell, NVIDIA H200 NVL), NVIDIA HGX servers with B200, H200, or H100 GPUs, and NVIDIA GH200 Grace Hopper Superchip configurations.
Availability
The NVIDIA-Certified Nutanix Unified Storage reference architecture is available today.
Planned support for NVIDIA BlueField-4 STX is expected to be available in the second half of 2026.
About Nutanix
Nutanix is a hybrid multicloud computing leader, offering organizations a unified software platform for running applications and AI and managing data anywhere. With Nutanix, organizations can simplify operations for traditional and modern applications, freeing them to focus on business goals. Trusted by more than 30,000 customers worldwide, Nutanix helps empower organizations to transform digitally and power hybrid multicloud environments consistently, simply, and cost-effectively. Learn more at www.nutanix.com or follow us on social media.
© 2026 Nutanix, Inc. All rights reserved. Nutanix, the Nutanix logo, and all Nutanix product and service names mentioned herein are registered trademarks or unregistered trademarks of Nutanix, Inc. (“Nutanix”) in the United States and other countries. All other brand names or marks mentioned herein are for identification purposes only and may be the trademarks of their respective holder(s). This press release is for informational purposes only and nothing herein constitutes a warranty or other binding commitment by Nutanix. Customer statements on results, benefits, savings or other outcomes depend on a variety of factors including their use case, individual requirements, and operating environments, and should not be construed to be a promise or obligation to deliver specific outcomes or as guarantees of future performance. This press release contains express and implied forward‑looking statements, including statements regarding the expected benefits, performance and capabilities of Nutanix Unified Storage, interoperability with NVIDIA technologies, planned support for NVIDIA BlueField‑4 STX, and anticipated demand for AI infrastructure. These forward‑looking statements are not historical facts and are based on Nutanix’s current expectations, estimates, assumptions, opinions, and beliefs. Actual results may differ materially from those expressed or implied by these forward‑looking statements as a result of various risks and uncertainties, including risks related to product development, the timing and availability of partner technologies, including NVIDIA technologies, and the performance of solutions in customer environments.
Media Contact: Ken Lotich pr@nutanix.com