Maybe there’s a nomenclature issue, but as I interpret the above, if you believe it then it’s time to sell Nutanix (NTNX), as that company’s business is literally based on getting companies moving existing applications from the public clouds to enterprise servers, and in having new applications start up on enterprise servers.
As I interpret the news, there are two reasons to move from cloud to premises:
1.- Security, the cloud is more vulnerable to attack so you take strategic, security sensitive apps back to your premises.
2.- Latency, apps that require massive data transfers suffer the most from cloud latecy so you take AI apps back to your premises.
With tools like Pivotal that can deploy anywhere it’s not a problem. Score one for Pivotal!
Denny Schlesinger