NetApp and Oracle launch native managed storage service on OCI for AI and enterprise workloads
NetApp and Oracle announced a fully managed storage service integrating NetApp ONTAP data management capabilities natively into Oracle Cloud Infrastructure, targeting demanding AI and enterprise workloads.
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What happened
NetApp (NTAP) and Oracle announced 'Oracle Cloud Infrastructure NetApp Storage Service,' a fully managed storage offering that provides NetApp ONTAP data management functionality natively on OCI. The service is designed to simplify migration and management of critical AI and enterprise workloads in the cloud while maintaining familiar storage operations.
Why it matters
This partnership deepens OCI's competitive positioning in cloud infrastructure by bundling enterprise-grade storage with Oracle's platform, reducing friction for customers migrating data-intensive and AI workloads. NetApp gains distribution and native integration into a major cloud provider, expanding its addressable market beyond on-premises and multi-cloud deployments. The offering targets organizations requiring high-performance, managed storage for databases and enterprise applications on OCI.
Market transmission
First-order: incremental OCI adoption among NetApp customers and vice versa; potential revenue uplift for both through cross-selling and bundled offerings. Second-order: competitive pressure on AWS (EBS/FSx) and Azure (managed storage) in the enterprise cloud segment; potential margin expansion if bundled pricing drives higher OCI consumption; NetApp's cloud revenue mix shift toward managed services.
What to watch
Customer adoption metrics and win rates in AI/ML and database workloads on OCI; NetApp cloud revenue growth and gross margin trends; competitive responses from AWS and Azure; pricing and packaging details; customer testimonials or case studies from early adopters.
Source:Business Wire
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