CRN Exclusive: Pure Storage CEO Charles Giancarlo On Growing In An Extremely Competitive All-Flash Storage Market
Joseph F. Kovar
Actually, this last quarter was also good for the storage industry in general. IBM grew, HPE showed strong growth for the first time in years, and NetApp is looking at a $2 billion run rate for just its flash alone. What's making storage look so good now?
I think what you're seeing is a good infrastructure quarter. I wouldn't just leave it at storage. It's a good infrastructure quarter. And I think it's showing that customers for a while were holding back, not really knowing which way to go, cloud or internal and so forth, and I think they're getting much more comfortable with the overall forecast for how much they're going to do in cloud, and how much they're going to do internal. I think that's opened up some amount of spending.