{"success":true,"data":{"pressRelease":{"id":"155847","rtpr_id":"nBw5yJBLRa-20260929","ticker":"NTAP","exchange":"NASDAQ","all_tickers":["NTAP"],"title":"NetApp Removes Storage Bottleneck for AI Factories","author":"Business Wire","published_at":"2026-09-29T17:30:00.360Z","article_body":"NetApp Removes Storage Bottleneck for AI Factories\n\nNew architecture delivers fastest storage on the planet, designed to maximize\nGPU utilization and architected for up to 100 TB per second aggregate\nthroughput\n\nNetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today\nannounced NetApp Novus™, the fastest storage on the planet designed for AI\ninfrastructure providers operating large GPU environments. Built to support a\nzettabyte-scale file system, this next-generation architecture will allow AI\nfactories to keep millions of GPUs continuously fed with data, maximizing the\nefficiency, utilization, and profitability of their investments.\n\nNeoclouds and GPU-as-a-Service providers are building AI factories at a scale\nthat traditional storage architectures were never designed to support,\ncreating bottlenecks that reduce GPU utilization and increase infrastructure\ncosts. Under traditional architectures, GPU utilization can drop below 30\npercent when AI factories cannot feed enough data to their GPUs to generate\nthe results they need and make a return on their investment.\n\n“AI factories struggle and GPU economics collapse when data can't keep up,\"\nsaid Syam Nair, Chief Product Officer at NetApp. \"HPC-era storage alone cannot\nserve AI Factory scale — the industry needs a true architecture built for it\nfrom the ground up. AI factories have long been searching for infrastructure\nthat can scale at AI speed. Leveraging the power of the NetApp Platform, Novus\ndelivers 100 TB/s of unlimited scale-out performance, leapfrogging the market\nto serve as the new high-performance, AI-scale storage architecture that\nunlocks the performance of millions of GPUs and delivers the return on\ninvestment needed to sustain the next wave of AI innovation. We’ve just\ndelivered the fastest storage on the planet, that is purpose built for the AI\nEra.\"\n\nNetApp Novus addresses the challenges faced by AI factories by providing a\nnext generation architecture that is designed to eliminates scale limitations\nin separating metadata from the data path so performance, capacity, and\nconcurrency can scale independently under a single name space using\nindustry-standard NFS. The initial Novus releases combines NetApp Novus Data\nDirector, the metadata software, running on qualified Supermicro\ninfrastructure with NetApp ONTAP® data services delivered through AFF A90\nsystems. Together they create a disaggregated architecture that is built to\nexceed throughput of 100TB per second and support high utilization of hundreds\nof thousands of GPUs while preserving the enterprise data services customers\ntrust from ONTAP. This architecture is designed to meet the demands of\nmulti-tenant, cloud-scale AI factories, is orderable today, and provides a\npath to software-defined deployments over time while maintaining the same\nnamespace, operating model, and data foundation.\n\nCustomers that adopt the Novus architecture can realize the following\nbenefits:\n\n\n * Keep Every GPU Productive: Novus is designed to maximize GPU utilization by\nseparating metadata services from the data path, reducing storage-related\nbottlenecks, and keeping AI infrastructure fed with high-performance data.\n\n * Scale Without Fragmentation: Novus enables billions of files and massive AI\ndatasets to grow under a single namespace, allowing metadata, bandwidth, and\ncapacity to scale independently without creating storage silos or operational\ncomplexity.\n\n * Improve AI Infrastructure Efficiency: Novus lets operators scale only the\nresources required for each workload, helping reduce power, space, and\ninfrastructure overhead while preserving the resiliency, security, and\nmulti-tenant capabilities needed for shared AI environments.\n\n\"As AI infrastructure providers scale GPU environments, the economics\nincreasingly depend on keeping compute resources fully utilized,\" said Mike\nLeone, Vice President & Principal Analyst at Moor Insights & Strategy.\n\"Storage architectures that can't deliver data at cloud scale can become a\nlimiting factor for training performance, tenant isolation, and return on\ninfrastructure investment. NetApp Novus directly addresses that limit by\ncombining disaggregated metadata management with high-performance data\nservices, giving neocloud and GPU-as-a-service providers a more scalable\nfoundation for AI factory operations.”\n\n“Omdia audited NetApp Novus demonstrate near-linear performance scaling as\nONTAP clusters were added to a single global namespace,” said Tony Palmer,\nChief Analyst with Omdia. “Based on the rigorous testing we observed, our\nmodeling projects that NetApp Novus disaggregated metadata and data\narchitecture can scale up and out to 100TBps sequential read throughput with\ndozens of exabytes of effective capacity, and beyond. We are confident in our\nprojections that the solution can scale to the needs of zettascale deployments\nto fuel the most demanding and data hungry AI workloads.”\n\n“Our longstanding collaboration with NetApp is about bringing compute,\nnetworking and data together to make complex infrastructure simpler for\ncustomers,” said Jeremy Foster, Senior Vice President and General Manager,\nCisco Compute. “As AI pushes infrastructure to new levels of scale and\nspeed, the real differentiation isn’t the GPU — it’s the data and how\ncustomers use it. NetApp Novus, together with the rest of the stack, helps\ncustomers put that data to work and drive the outcomes that matter to their\nbusiness.”\n\nStatements by NetApp about unreleased offerings and future plans are for\ninformational purposes only, are subject to change without notice, and should\nnot be relied upon for purchasing or other decisions. Such statements do not\nconstitute a commitment, obligation, guarantee, or warranty of any kind by\nNetApp, including about availability, functionality, pricing, or timing.\n\nAdditional Resources\n\n\n * NetApp Novus. Keep Every GPU Fed, Productive and Ready to Scale\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.netapp.com%2Fnovus%2F&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=NetApp+Novus.+Keep+Every+GPU+Fed%2C+Productive+and+Ready+to+Scale&index=1&md5=1d04fe30a94e572cd0e32261b4449fbe)\n\n * A New Data Architecture for AI Factories at Scale\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.netapp.com%2Fblog%2Fnovus-ai-factory-gpu%2F&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=A+New+Data+Architecture+for+AI+Factories+at+Scale&index=2&md5=2a3f84b6f273b1965f761dc5fbb56bf0)\n\nAbout NetApp\n\nFor more than three decades, NetApp has helped the world’s leading\norganizations navigate change – from the rise of enterprise storage to the\nintelligent era defined by data and AI. Today, NetApp is the Intelligent Data\nInfrastructure company, helping customers turn data into a catalyst for\ninnovation, resilience, and growth.\n\nAt the heart of that infrastructure is the NetApp data platform – the\nunified, enterprise-grade, intelligent foundation that connects, protects, and\nactivates data across every cloud, workload, and environment. Built on the\nproven power of NetApp ONTAP, our leading data management software and OS, and\nenhanced by automation through the AI Data Engine and AFX, it delivers\nobservability, resilience, and intelligence at scale.\n\nDisaggregated by design, the NetApp data platform separates storage, services,\nand control so enterprises can modernize faster, scale efficiently, and\ninnovate without lock-in. As the only enterprise storage platform natively\nembedded in the world’s largest clouds, it gives organizations the freedom\nto run any workload anywhere with consistent performance, governance, and\nprotection.\n\nWith NetApp, data is always ready – ready to defend against threats, ready\nto power AI, and ready to drive the next breakthrough. That’s why the\nworld’s most forward-thinking enterprises trust NetApp to turn intelligence\ninto advantage.\n\nLearn more at www.netapp.com\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fnam04.safelinks.protection.outlook.com%2F%3Furl%3Dhttp%253A%252F%252Fwww.netapp.com%252F%26data%3D05%257C02%257CAndrew.Erickson%2540netapp.com%257C88ab8494313c4a0cc1a608de0854809c%257C4b0911a0929b4715944bc03745165b3a%257C0%257C0%257C638957356201194306%257CUnknown%257CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%253D%253D%257C0%257C%257C%257C%26sdata%3Dk2Esod4xMUmtZCuC5HuqAtCu29OLxnxDVhLNX%252BB8BDI%253D%26reserved%3D0&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=www.netapp.com&index=3&md5=2c9eb4a4acd9496d8499822ac682afad)\nor follow us on X\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fx.com%2FNetApp&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=X&index=4&md5=9be650084eae805e4b5a7f01a598526a)\n, LinkedIn\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnetapp&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=LinkedIn&index=5&md5=48cfb0ad36c722f4790d3469f238e432)\n, Facebook\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.facebook.com%2FNetApp%2F&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=Facebook&index=6&md5=41b32691e275f630a7b87f1363ffcb1a)\n, and Instagram\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.instagram.com%2Fnetapp&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=Instagram&index=7&md5=2578abe1e3e8df8a62b9baf76262de8a)\n.\n\nNETAPP, the NETAPP logo, and the marks listed at www.netapp.com/TM\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.netapp.com%2Fcompany%2Flegal%2Ftrademarks%2F&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=www.netapp.com%2FTM&index=8&md5=28bb9d08a1ba570ee26504ab65a26bd6)\nare trademarks of NetApp, Inc. Other company and product names may be\ntrademarks of their respective owners.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260929517190/en/\n(https://www.businesswire.com/news/home/20260929517190/en/)\n\nMedia Contact: \n\nKenya Hayes\n\nNetApp\n\nkenya.hayes@netapp.com (mailto:kenya.hayes@netapp.com)\n\nInvestor Contact: \n\nKris Newton\n\nNetApp\n\nkris.newton@netapp.com (mailto:kris.newton@netapp.com)\n\n\nCopyright Business Wire 2026","article_body_html":"","raw_payload":{"data":{"id":"nBw5yJBLRa-20260929","title":"NetApp Removes Storage Bottleneck for AI Factories","author":"Business Wire","ticker":"NTAP","created":"2026-09-29T17:30:00.360Z","tickers":["NTAP"],"exchange":"NASDAQ","article_body":"NetApp Removes Storage Bottleneck for AI Factories\n\nNew architecture delivers fastest storage on the planet, designed to maximize\nGPU utilization and architected for up to 100 TB per second aggregate\nthroughput\n\nNetApp® (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today\nannounced NetApp Novus™, the fastest storage on the planet designed for AI\ninfrastructure providers operating large GPU environments. Built to support a\nzettabyte-scale file system, this next-generation architecture will allow AI\nfactories to keep millions of GPUs continuously fed with data, maximizing the\nefficiency, utilization, and profitability of their investments.\n\nNeoclouds and GPU-as-a-Service providers are building AI factories at a scale\nthat traditional storage architectures were never designed to support,\ncreating bottlenecks that reduce GPU utilization and increase infrastructure\ncosts. Under traditional architectures, GPU utilization can drop below 30\npercent when AI factories cannot feed enough data to their GPUs to generate\nthe results they need and make a return on their investment.\n\n“AI factories struggle and GPU economics collapse when data can't keep up,\"\nsaid Syam Nair, Chief Product Officer at NetApp. \"HPC-era storage alone cannot\nserve AI Factory scale — the industry needs a true architecture built for it\nfrom the ground up. AI factories have long been searching for infrastructure\nthat can scale at AI speed. Leveraging the power of the NetApp Platform, Novus\ndelivers 100 TB/s of unlimited scale-out performance, leapfrogging the market\nto serve as the new high-performance, AI-scale storage architecture that\nunlocks the performance of millions of GPUs and delivers the return on\ninvestment needed to sustain the next wave of AI innovation. We’ve just\ndelivered the fastest storage on the planet, that is purpose built for the AI\nEra.\"\n\nNetApp Novus addresses the challenges faced by AI factories by providing a\nnext generation architecture that is designed to eliminates scale limitations\nin separating metadata from the data path so performance, capacity, and\nconcurrency can scale independently under a single name space using\nindustry-standard NFS. The initial Novus releases combines NetApp Novus Data\nDirector, the metadata software, running on qualified Supermicro\ninfrastructure with NetApp ONTAP® data services delivered through AFF A90\nsystems. Together they create a disaggregated architecture that is built to\nexceed throughput of 100TB per second and support high utilization of hundreds\nof thousands of GPUs while preserving the enterprise data services customers\ntrust from ONTAP. This architecture is designed to meet the demands of\nmulti-tenant, cloud-scale AI factories, is orderable today, and provides a\npath to software-defined deployments over time while maintaining the same\nnamespace, operating model, and data foundation.\n\nCustomers that adopt the Novus architecture can realize the following\nbenefits:\n\n\n * Keep Every GPU Productive: Novus is designed to maximize GPU utilization by\nseparating metadata services from the data path, reducing storage-related\nbottlenecks, and keeping AI infrastructure fed with high-performance data.\n\n * Scale Without Fragmentation: Novus enables billions of files and massive AI\ndatasets to grow under a single namespace, allowing metadata, bandwidth, and\ncapacity to scale independently without creating storage silos or operational\ncomplexity.\n\n * Improve AI Infrastructure Efficiency: Novus lets operators scale only the\nresources required for each workload, helping reduce power, space, and\ninfrastructure overhead while preserving the resiliency, security, and\nmulti-tenant capabilities needed for shared AI environments.\n\n\"As AI infrastructure providers scale GPU environments, the economics\nincreasingly depend on keeping compute resources fully utilized,\" said Mike\nLeone, Vice President & Principal Analyst at Moor Insights & Strategy.\n\"Storage architectures that can't deliver data at cloud scale can become a\nlimiting factor for training performance, tenant isolation, and return on\ninfrastructure investment. NetApp Novus directly addresses that limit by\ncombining disaggregated metadata management with high-performance data\nservices, giving neocloud and GPU-as-a-service providers a more scalable\nfoundation for AI factory operations.”\n\n“Omdia audited NetApp Novus demonstrate near-linear performance scaling as\nONTAP clusters were added to a single global namespace,” said Tony Palmer,\nChief Analyst with Omdia. “Based on the rigorous testing we observed, our\nmodeling projects that NetApp Novus disaggregated metadata and data\narchitecture can scale up and out to 100TBps sequential read throughput with\ndozens of exabytes of effective capacity, and beyond. We are confident in our\nprojections that the solution can scale to the needs of zettascale deployments\nto fuel the most demanding and data hungry AI workloads.”\n\n“Our longstanding collaboration with NetApp is about bringing compute,\nnetworking and data together to make complex infrastructure simpler for\ncustomers,” said Jeremy Foster, Senior Vice President and General Manager,\nCisco Compute. “As AI pushes infrastructure to new levels of scale and\nspeed, the real differentiation isn’t the GPU — it’s the data and how\ncustomers use it. NetApp Novus, together with the rest of the stack, helps\ncustomers put that data to work and drive the outcomes that matter to their\nbusiness.”\n\nStatements by NetApp about unreleased offerings and future plans are for\ninformational purposes only, are subject to change without notice, and should\nnot be relied upon for purchasing or other decisions. Such statements do not\nconstitute a commitment, obligation, guarantee, or warranty of any kind by\nNetApp, including about availability, functionality, pricing, or timing.\n\nAdditional Resources\n\n\n * NetApp Novus. Keep Every GPU Fed, Productive and Ready to Scale\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.netapp.com%2Fnovus%2F&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=NetApp+Novus.+Keep+Every+GPU+Fed%2C+Productive+and+Ready+to+Scale&index=1&md5=1d04fe30a94e572cd0e32261b4449fbe)\n\n * A New Data Architecture for AI Factories at Scale\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.netapp.com%2Fblog%2Fnovus-ai-factory-gpu%2F&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=A+New+Data+Architecture+for+AI+Factories+at+Scale&index=2&md5=2a3f84b6f273b1965f761dc5fbb56bf0)\n\nAbout NetApp\n\nFor more than three decades, NetApp has helped the world’s leading\norganizations navigate change – from the rise of enterprise storage to the\nintelligent era defined by data and AI. Today, NetApp is the Intelligent Data\nInfrastructure company, helping customers turn data into a catalyst for\ninnovation, resilience, and growth.\n\nAt the heart of that infrastructure is the NetApp data platform – the\nunified, enterprise-grade, intelligent foundation that connects, protects, and\nactivates data across every cloud, workload, and environment. Built on the\nproven power of NetApp ONTAP, our leading data management software and OS, and\nenhanced by automation through the AI Data Engine and AFX, it delivers\nobservability, resilience, and intelligence at scale.\n\nDisaggregated by design, the NetApp data platform separates storage, services,\nand control so enterprises can modernize faster, scale efficiently, and\ninnovate without lock-in. As the only enterprise storage platform natively\nembedded in the world’s largest clouds, it gives organizations the freedom\nto run any workload anywhere with consistent performance, governance, and\nprotection.\n\nWith NetApp, data is always ready – ready to defend against threats, ready\nto power AI, and ready to drive the next breakthrough. That’s why the\nworld’s most forward-thinking enterprises trust NetApp to turn intelligence\ninto advantage.\n\nLearn more at www.netapp.com\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fnam04.safelinks.protection.outlook.com%2F%3Furl%3Dhttp%253A%252F%252Fwww.netapp.com%252F%26data%3D05%257C02%257CAndrew.Erickson%2540netapp.com%257C88ab8494313c4a0cc1a608de0854809c%257C4b0911a0929b4715944bc03745165b3a%257C0%257C0%257C638957356201194306%257CUnknown%257CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%253D%253D%257C0%257C%257C%257C%26sdata%3Dk2Esod4xMUmtZCuC5HuqAtCu29OLxnxDVhLNX%252BB8BDI%253D%26reserved%3D0&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=www.netapp.com&index=3&md5=2c9eb4a4acd9496d8499822ac682afad)\nor follow us on X\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fx.com%2FNetApp&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=X&index=4&md5=9be650084eae805e4b5a7f01a598526a)\n, LinkedIn\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnetapp&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=LinkedIn&index=5&md5=48cfb0ad36c722f4790d3469f238e432)\n, Facebook\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.facebook.com%2FNetApp%2F&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=Facebook&index=6&md5=41b32691e275f630a7b87f1363ffcb1a)\n, and Instagram\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.instagram.com%2Fnetapp&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=Instagram&index=7&md5=2578abe1e3e8df8a62b9baf76262de8a)\n.\n\nNETAPP, the NETAPP logo, and the marks listed at www.netapp.com/TM\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.netapp.com%2Fcompany%2Flegal%2Ftrademarks%2F&esheet=54612699&newsitemid=20260929517190&lan=en-US&anchor=www.netapp.com%2FTM&index=8&md5=28bb9d08a1ba570ee26504ab65a26bd6)\nare trademarks of NetApp, Inc. Other company and product names may be\ntrademarks of their respective owners.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260929517190/en/\n(https://www.businesswire.com/news/home/20260929517190/en/)\n\nMedia Contact: \n\nKenya Hayes\n\nNetApp\n\nkenya.hayes@netapp.com (mailto:kenya.hayes@netapp.com)\n\nInvestor Contact: \n\nKris Newton\n\nNetApp\n\nkris.newton@netapp.com (mailto:kris.newton@netapp.com)\n\n\nCopyright Business Wire 2026"},"type":"article","timestamp":"2026-09-29T17:30:00.422252043Z","server_sent_at_ms":1790703000422},"received_at":"2026-09-29T17:30:00.475Z","source_url":"https://www.businesswire.com/news/home/20260929517190/en/"},"analysis":{"id":"144567","press_release_id":"155847","analysis_json":{"industry":{"label":"Technology Hardware, Storage & Peripherals","sector":"Information Technology"},"redFlags":["Performance claims based partly on modeled projections, not delivered deployments","No revenue, bookings, or named 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bottlenecks — a strategic AI-infrastructure growth bet for NetApp, though no revenue or customer metrics were disclosed.","key_figures":{"customDimensions":{"designed_throughput":"up to 100 TB per second aggregate","gpu_utilization_drop_under_traditional_architectures":"below 30 percent"}},"named_entities":{"people":[{"name":"Syam Nair","role":"Chief Product Officer, NetApp"},{"name":"Mike Leone","role":"Vice President & Principal Analyst, Moor Insights & Strategy"},{"name":"Tony Palmer","role":"Chief Analyst, Omdia"},{"name":"Jeremy Foster","role":"SVP and GM, Cisco Compute"}],"products":["NetApp Novus","NetApp Novus Data Director","ONTAP","AFF A90","AI Data Engine","AFX"],"companies":[{"name":"NetApp","ticker":"NTAP","relationship":"filer"},{"name":"Supermicro","relationship":"hardware partner"},{"name":"Cisco","relationship":"partner"},{"name":"Moor Insights & Strategy","relationship":"analyst firm"},{"name":"Omdia","relationship":"analyst 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