Comment by eitally

I don't fault them for this at all. AI isn't possible without the full infra stack, which clearly includes storage (and compute, and networking, and data pipelining, and and and...). There's an entire ecosystem of ISVs that only do one of these things, very well (Pure Storage, for example, or Lamba or Coreweave, or Confluent (Kafka + Flink with LLM integration). While it might be more precisely accurate to state "AI enabling" tech, I'll give them a pass.