News · Yahoo Finance

Nutanix and Netris Announce Strategic Collaboration to Deliver a Multitenant Infrastructure Stack from Compute to Network for Neoclouds and NVIDIA Cloud Partner Environments

Nutanix and Netris announced a strategic collaboration to deliver a jointly engineered multitenant infrastructure stack for neoclouds and enterprises, combining Nutanix Cloud Platform with the Netris NAAM platform. The solution is designed to help neoclouds launch secure, NVIDIA GPU-accelerated IaaS offerings faster and meet NVIDIA's technical requirements for multitenant services. It automatically configures the physical network as tenant resources are provisioned, offers cloud-style self-service networking through a web console, REST API and Terraform, and enforces tenant isolation from virtual workloads down to the physical switches. The companies say enterprises will be able to run business-critical AI workloads on multitenant GPU infrastructure with hard isolation between tenants.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Keywords

cloud computingNvidiadata centers

Open a keyword to see other news on the same topic.

Related tickers and likely impact

NVDA

• Neutral

Nvidia

Relevance: low

MarketUS stocks
SectorInformation Technology
IndustrySemiconductors
Market cap$5.2T
Close on 10/20/2026216.47
Change that session-0.29%
NVDA price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • Oracle Is Down More Than a Third in 2026 Even as TD Cowen Flags Possible Nvidia Support. Here’s Where the Stock Could Go by 2031

    Oracle closed at $129.13 on October 21, down 34% in 2026 even after cloud infrastructure revenue grew 121% last quarter. TD Cowen analyst Michael Elias wrote on October 20 that his checks suggest Nvidia may be providing credit support for some Oracle data center leases, either by guaranteeing lease payments or by leasing facilities and subleasing them to Oracle; neither company has confirmed it. First-quarter free cash flow was negative $5.4 billion despite record operating cash flow of $23.1 billion, and net debt stands at $132.1 billion. The company has also used prepayments and supplier financing to reduce the cash it spends on capacity. The Wall Street Journal reported that banks disclosing California filings held liens covering 87 million Oracle shares pledged by co-founder Larry Ellison for personal loans, up from about 30 million a year earlier, and Oracle says none of the pledged stock sits in margin accounts.

    Yahoo Finance·Oracledata centerscloud computing
  • Morgan Stanley favorite AI stock is 92 % exposed to the $1 . 6 trillion buildout it bullish on

    Morgan Stanley estimates 91.7% of Nvidia's 2027 revenue is exposed to AI infrastructure demand, the highest on the bank's list, and calls Nvidia the best risk/reward in the sector. Hyperscalers and AI cloud providers are expected to spend $1.58 trillion in 2027, up roughly 60% from about $980 billion this year. About $1 trillion of that spending shows up as S&P 500 revenue, nearly $700 billion of it going to Nvidia, while SpaceX and Amazon Web Services make up about 54% of Nvidia's hyperscaler revenue in 2027. The report also flags risks including the largest cash flow deficit of its forecast period in 2027, about $255 billion of unsecured bonds sold this year, and a 32-gigawatt U.S. data center power shortfall through 2028.

    fortune.com·▲ NVDANvidiaartificial intelligencedata centers
  • History Says Nvidia Stock Does This in November. Here's the 1 Thing That Could Break the Pattern.

    Nvidia shares have gained 899% over the past five years (as of Oct. 15), and November has been mostly positive this decade, with the only decline coming in November 2025, when the stock fell 13%. Data center revenue rose 117% year over year to $89 billion in fiscal Q2 2027, with hyperscalers contributing about $49 billion. The article argues the key risk to this pattern is hyperscaler capital spending, which depends on the momentum of their cloud businesses. Hyperscaler backlogs have exceeded $2 trillion, and four of the top five will report third-quarter results within two weeks. If cloud growth slows, hyperscalers may cut capex, which would weigh on Nvidia's data center business.

    Yahoo Finance·Nvidiadata centerscloud computing
  • Prediction: SpaceX Will Be the Biggest Winner If Neoclouds Collapse

    Gartner predicts that 80% of neocloud companies will no longer exist by 2030, a forecast that has hit neocloud stocks and could itself trigger the collapses it anticipates. The author argues that if funding dries up, SpaceX would be the biggest winner, as it is arguably a neocloud itself with major compute deals, including $1.25 billion a month from Anthropic for over 300 megawatts of computing power and $920 million a month from Alphabet for 110,000 Nvidia GPUs. Thanks to its investment-grade rating, GPU-backed financing and high valuation, SpaceX has a much lower cost of capital than rivals and could buy distressed hardware, power access and data center sites at steep discounts. Its close ties to Nvidia could also help it secure GPU clusters in any distressed sale.

    Yahoo Finance·• NVDASpaceXcloud computingNvidia
  • Virtuozzo Infrastructure System Advances with NVIDIA Updates and Lite Deployment Option

    Virtuozzo has announced version 8.0 of Virtuozzo Infrastructure System (V/IS), with updated NVIDIA support for GPU workloads, including R595 and vGPU v20 that run dedicated and shared GPU resources on the same host. The release adds a lite deployment option for environments with one or two servers, using local disks instead of shared storage to reduce costs for smaller customers, branch offices and factories. Its built-in VMware migration tool is now generally available. Virtuozzo says a one-server configuration can deliver about 53% lower total cost of ownership than VMware. Automatic VM failover requires a storage network and shared V/Storage across at least three nodes.

    Yahoo Finance·cloud computingNvidiadata centers
  • Zadara Achieves NVIDIA AI Cloud Ready Validation and Will Showcase its AI-Optimized Platform at NVIDIA GTC Berlin 2026

    Zadara’s full-stack AI cloud platform passed NVIDIA AI Cloud Ready validation for ISV partners, confirming that compute, networking, data platform, storage and GPU management work together as one validated system on NVIDIA hardware, including GB200 NVL72 rack-scale systems. The company says the validation shows its orchestration platform can run production AI workloads at scale, and that it enforces tenant isolation across compute, network and data platform rather than relying on namespace-based isolation. Zadara will showcase the milestone at NVIDIA GTC Berlin 2026, held October 20–22, 2026, in Berlin, Germany.

    Yahoo Finance·artificial intelligenceNvidiacloud computing

Related markets

US stocks →

Latest news

  • Musk's wants to merge SpaceX and Tesla: Here's what to know

    Musk said SpaceX and Tesla have formed special committees to study a merger, which would be worth about $3.5 trillion combined and would be the largest corporate deal in history. SpaceX, valued at about $2 trillion after a record listing this year, absorbed Musk's AI startup xAI in February, while Tesla is valued at about $1.5 trillion. Musk holds about 82 percent of SpaceX's voting power but only about 20 percent at Tesla. Dan Ives puts the odds of a deal at 90 percent by early 2027, though Musk called the requirement of a majority of all Tesla shares 'quite a high hurdle'. Loyal retail investors hold an estimated 25 to 27 percent of Tesla shares, and legal obstacles appear slight because both companies moved their incorporation to Texas from Delaware.

    Yahoo Finance·• TSLATSLAElon MuskSpaceX
  • CoreWeave and Nebius Stocks Are Crashing. Time to Buy the Dip?

    Shares of Nebius and CoreWeave each fell 25% in the week of October 12 to 16. The sell-off stems from the yield on CoreWeave's debt in the secondary market surging to 15%, versus roughly 5% on Treasuries, which pushes the debt into 'distressed' territory and signals doubts about its ability to meet obligations. Nebius sold off in sympathy as a fellow neocloud company. The bigger concern is that both companies must keep issuing debt to fund data centers, and if yields are high at issuance, the assumption of nearly unlimited cheap capital could be challenged. The author says it is unclear whether now is the time to buy.

    Yahoo Finance·▼ NVDACoreWeaveNebiusbonds
  • Disney’s multiplatform Super Bowl plan frustrates ABC affiliates

    ABC station owners are irritated that Disney is airing the Super Bowl across several platforms, including Disney+, ESPN2, NFL Network and ESPNU, even though the game is already on ABC and ESPN. A station group CEO estimates that the combined platforms could cut broadcast ad revenue by up to 35% compared with last year. Local affiliates typically earn about 3% of annual ad revenue from the Super Bowl and pay network owners reverse retransmission fees, but Disney+ lacks geofenced ad insertion, so affiliates cannot sell ads to streaming viewers. Disney says national commercials will be identical on all platforms and that streaming major live events is standard industry practice. Super Bowl LX drew 125.6 million viewers in February.

    CNBC·Disneyadvertisingstreaming
  • Meta’s deal to keep Zuckerberg in California adds fuel to wealth tax debate ahead of election

    Meta says Mark Zuckerberg will remain in California for eight years and has created a new stock plan that could help cover his taxes if Proposition 40, a 5% tax on Californians worth over $1 billion, passes on Election Day on Nov. 3. According to a filing released with its third-quarter earnings, Meta will issue non-voting Class C shares starting in January, and Zuckerberg can sell or transfer up to 20% of the shares granted to him without affecting his majority voting control. The filing says Zuckerberg’s leadership is crucial to the company’s growth and its AI ambitions, including Meta Superintelligence Labs. Most of the tech industry opposes the measure, while a recent Citrin-Politico poll found 46% in favor and 43% against, suggesting it may fall short of the majority support it needs.

    CNBC·METAtaxesMark Zuckerberg
  • Nasdaq sell-off: A momentum unwind 'for the record books'

    Matt Stucky, chief portfolio manager for equities at Northwestern Mutual Wealth Management, calls Thursday’s sell-off in the Nasdaq Composite (^IXIC) a momentum unwind “for the record books.” He says the market spent the first half of 2026 driven by a beta and momentum trade led by semiconductors, but in the third quarter, as rates rose, money shifted into quality stocks. He does not think the sell-off is justified by fundamentals, arguing that institutional portfolio managers swapping out of factor positions can drag down whole baskets of stocks. In semiconductors, spot rental rates for Nvidia Blackwell chips are higher than a month ago, showing tightening compute supply, even as financing costs rise and investors worry about neocloud business models and the rising cost of insuring their bonds.

    Yahoo Finance·▼ QQQ▼ SPYNasdaqsemiconductorsNvidia
  • Dune launches real-time data feeds covering 200 onchain trading venues

    Blockchain analytics platform Dune has launched real-time market data feeds covering more than 200 onchain trading venues, aiming to bring this data into the systems of traditional financial institutions. The feeds draw trade data from 12 blockchains, including Ethereum, Solana and Base, about one second after execution, covering both spot trading on decentralized exchanges and perpetual futures on Hyperliquid and Lighter. Early clients include quant funds, market makers, asset managers and bank trading desks, which use the data to assess liquidity and compare prices, though Dune did not name them. Meanwhile, the tokenized stock market has grown sharply, with distributed value reaching $3.58 billion, but 16 companies, including Microsoft, Alphabet and Goldman Sachs, have objected to their shares being traded on OKXICE’s proposed platform, and liquidity remains fragmented.

    Cointelegraph·cryptotokenized assetsliquidity

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.