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Nutanix built $20m AI cluster to reduce use of Copilot and Claude, expects ROI in a year

Nutanix is closer to porting its stack to the Arm architecture, spurred by the high price of hardware and a desire to ensure customers can run its wares wherever they want to. CEO Rajiv Ramaswami today told The Register Nutanix customers are currently acutely aware of hardware costs and availability, issues that are slowing some purchases of its software. Nutanix is trying to avoid such delays by expanding its hardware compatibility list and supporting external storage devices โ€“ moves Ramaswami said mean users can migrate away from VMware without needing to replace hardware. He said Nutanix also continues to optimize the footprint of its stack and pointed to its decision to allow bare metal installations of its Kubernetes Platform as another hardware-minimization effort. The CEO today told The Register Nutanix now sees Arm support as another way to ensure its software platform can run wherever users need it, and believes that adopting the architecture will mean it can run on lower-cost hardware that users wonโ€™t balk at buying in the current climate. Thatโ€™s an advance on Nutanixโ€™s 2024 position on an Arm port as a worthy future consideration, but not an item on its development to-do list. AI support is, understandably, higher on that list and yesterday Nutanix delivered an update to its Enterprise AI suite that added a Model Context Protocol (MCP) gateway โ€“ a tool that sits between agents and MCP servers to provide identity management and security services to control the data and other services agents can access. MCP Gateways are quickly becoming standard issue in packaged AI infrastructure stacks, so Nutanix has made sure itโ€™s on par with competitors. Another cost Ramaswami thinks his customers want to control is spending on tokens used in and produced by AI apps, and the company has dogfooded in this field by spending $20 million on its own AI infrastructure โ€“ a sum that he expects to recoup in a year โ€œOur software teams have been using AI for coding across the lifecycle,โ€ he told The Register, and initially used tools including Copilot and Claude. โ€œUsage exploded and so did costs,โ€ the CEO admitted. The company has therefore moved to using open weight models and an on-prem cluster. โ€œWe are no longer paying on a per-token basis,โ€ Ramaswami said. Some users occasionally use frontier models or external clusters, when necessary, an arrangement the CEO suggested is increasingly common as organizations match models and infrastructure providers to workloads rather than using LLMs for all AI apps. Ramaswami made his remarks about Arm and Nutanixโ€™s on-prem cluster during a media briefing about the companyโ€™s Q4 results, which saw it win $757 million revenue, a 16 percent year-over-year jump. Full year revenue grew 12 percent to $2.85 billion. Net income landed at $1.5 billion for the full year. โ€œOur fiscal 2026 results demonstrated a good balance of top and bottom line performance with,โ€ said CFO Rukmini Sivaraman. โ€œWe remain focused on delivering sustainable growth and improving profitability.โ€ Ramaswami pointed to the fact that Nutanix won 3,000 new customers in the financial year as evidence of growth and said many chose the companyโ€™s platform as an alternative to VMware. Nutanix will continue to win customers from VMware for another five years, he predicted. ยฎ

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How to Make a MacOS 27 Golden Gate Virtual Machine with VirtualBuddy

If youโ€™re curious about testing out MacOS 27 Golden Gate beta but you arenโ€™t ready for the full commitment of installing it as your primary operating system, the simplest and safest way to run MacOS 27 Golden Gate beta is within a virtual machine. While one of our authors dove right into MacOS 27 Golden ... Read More

The post How to Make a MacOS 27 Golden Gate Virtual Machine with VirtualBuddy appeared first on OS X Daily.

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Dissecting Appleโ€™s Sparse Image Format (ASIF)

Erik Schamper:

ASIF takes a lot of inspiration from existing virtual disk formats. Practically, that means itโ€™s another sparse virtual disk format, and functions very similar to sparse VMDK, VHDX or QCOW2 files (for the uninitiated, it allow you to store a large disk, or file, in a smaller, โ€œsparseโ€ manner).

Shortly before the release of macOS Tahoe (late 2025), I thought itโ€™d be a fun exercise to try and write a parser for ASIF files.

Previously:

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HPE Tempts VMware Users, Partners With Year of Free Virtualization Software

An anonymous reader quotes a report from Ars Technica: Hewlett Packard Enterprise's (HPE) new virtualization software promotion will likely pique the interest of end users and resellers who are unhappy with Broadcom's pricing of VMware. During its HPE Discover event in Las Vegas this week, HPE announced that customers could use its "HPE Morpheus Software -- VM Essentials" offering for free for "up to one year," per a press release. HPE's website describes its virtualization platform as a "VMware alternative." It includes a hardware virtual machine (HVM) hypervisor and unified management and lets users "manage VMware ESXi and HVM clusters from one console and migrate when you're ready," HPE's website says. "New VM Essentials customers can receive up to one free year of licenses for VM Essentials, a year of HPE Zerto for $1 to support non-disruptive migration to HPE virtual machines, and 0 percent interest on software through HPE Financial Services," HPE's announcement reads, referring to HPE's group for helping IT teams manage funding. Free for a year is cheaper than what Broadcom has charged for VMware vSphere since taking over. VMware prices have skyrocketed due to VMware's parent company eliminating perpetual licenses and bundling products into expensive packages. Notably, per its website, HPE recommends charging $600 per CPU socket per year for VM Essentials; Broadcom has controversially shifted vSphere licensing pricing to a per-core basis. "Customers are feeling quite a bit of pain in the change that some of the virtualization companies have put there, specifically Broadcom," Jeremiah Jenson, VP of HPE's North American channel and partner ecosystem, told CRN. The executive claimed that VM Essentials could bring up to 90 percent cost savings compared to VMware while also helping to "eliminate vendor lock-in and simplify hybrid IT." From March 1 to June 30, HPE has also been offering a free year of VM Essentials via rebate to customers who buy an AMD server and a one-year VM Essentials license. VM Essentials is only available through channel partners, a stark contrast from Broadcom's VMware approach, where the chip giant has drastically reduced the number of resellers that can sell VMware products. HPE's new promotion aims to entice customers to more deeply consider migrating off VMware. [...] HPE also announced that it would give 600 reseller partners who earn the HPE partner program's Private Cloud with Virtualization competency by the end of the year free VM Essentials software licenses for three years. Partners still have to pay support costs, though. The benefit is "a step in the correct direction," said Dean Colpitts, CTO of Canadian managed services provider (MSP) Members IT Group (MITG), which VMware cut from its reseller program after 19 years of partnership a year ago. However, limiting the promotion to 600 partners is "very shortsighted." He believes that HPE should give all of its partners VM Essentials "to facilitate getting [VM Essentials] into customer sites and displacing the competitors." "They need to fling [VM Essentials] as far and as fast as they possibly [can] to immediately gain traction and draw ISVs to them, which will increase adoption even more," he said.

Read more of this story at Slashdot.

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