Analyst(s): Alex Smith, Futurum AI
Publication Date: October 17, 2025
What is Covered in this Article:
- NetApp AFX and AI Data Engine: Market-defining launches from NetApp Insight 2025.
- How NetApp’s pivot to software-driven intelligent data services is accelerating.
- Evolution of Cyber Resilience: Ransomware Resilience, breach detection, and automated recovery.
- Google Cloud NetApp Volumes expands with block storage, Gemini AI integration, and global namespace.
The Event
NetApp Insight 2025, hosted in Las Vegas, spotlighted the company’s rapid advance beyond traditional storage into the domain of unified, intelligent, software-driven data services. The event’s most significant moves were the debut of NetApp AFX, a composable, scalable platform for AI and mission-critical data, as well as the unveiling of the NetApp AI Data Engine (AIDE), designed to orchestrate, govern, and optimize data pipelines for large-scale AI and analytics. Alongside these headline launches, NetApp reinforced its leadership in cyber resilience with new AI-powered detection and recovery features. It announced deepened integrations with Google Cloud—such as support for block storage and Gemini Enterprise for AI. These moves cement software, automation, and intelligent orchestration as the core of NetApp’s strategy, redefining how enterprises secure, unify, and use data at scale.
Evolving Storage for the AI Era
The reimagined NetApp AFX and AI Data Engine (AIDE) commanded the stage at Insight 2025, signaling a new era in which new architectures combined with software-driven intelligent data services will underpin certain large-scale AI workloads. AFX introduces a disaggregated yet tightly integrated platform that brings data access, processing, and transformation together, all while leveraging many of the ONTAP capabilities that NetApp customers have been drawn to. Furthermore, the AI Data Engine is an orchestration layer, automating discovery, governance, active metadata management, and real-time transformation of structured and unstructured data into AI-ready formats. With this stack, NetApp isn’t just looking to make storage faster; it’s mainstreaming in-place data activation, lifecycle management, and security for the cloud AI age. Recent Futurum Group Decision Maker research* shows that organizations now identify AI-powered data orchestration and in-place transformation as the top requirements for future-ready data infrastructure, even ahead of traditional capacity metrics. NetApp’s approach, making these intelligent services intrinsic rather than add-ons, directly addresses those needs and sets a high bar for expectations around storage deployments.
Cyber Resilience: Security Embedded at the Core
While AFX and AIDE lead the announcement wave, NetApp also doubled down on its cyber resilience capabilities with a major update: NetApp Ransomware Resilience. This now incorporates:
- AI-powered breach detection that identifies early exfiltration behaviors, integrating directly with SIEM/SOAR and security teams for early response.
- Isolated AI-driven recovery environments for malware-free data restoration, ensuring business continuity even through advanced ransomware attacks.
Supporting Futurum’s research finding that nearly 30% of enterprise IT leaders now require orchestrated, full-stack application recovery as part of cyber resilience, NetApp’s software-led recovery and security capabilities now extend across hybrid and multi-cloud, providing integrated defense and rapid restore for both file and block data.
Continued Partnerships with Cloud Providers Such as Google Cloud
NetApp also announced deepened collaboration with Google Cloud with block storage now available in NetApp Volumes, alongside tighter integrations with Gemini Enterprise for AI agent development. Highlights of the announcement include:
- Unified storage: Both NAS (NFS/SMB) and SAN (iSCSI) support enterprise workloads, including virtualized environments and databases, all of which are managed under Flex service.
- Gemini integration: Use data in NetApp Volumes natively within AI applications—removing the need for custom pipelines—and boost output quality and security.
- Seamless global namespace: FlexCache and SnapMirror unify data estates across on-premises, Google Cloud, and other clouds, simplifying migration, disaster recovery, and AI data accessibility.
NetApp’s Path: Software as the Market Differentiator
Insight 2025 made clear that NetApp’s competitive edge is no longer about hardware alone. NetApp’s software stack now centers on delivering end-to-end automation, intelligence, and resilience. The strategy addresses board-level pressures to reduce manual workflows and risk, unify operations, and enable rapid innovation as AI transforms every industry. While continuing to innovate and expand its software value-add, it maintains ecosystem flexibility and third-party extensibility, acknowledging that most workload decisions are driven up the stack, rather than by the infrastructure layers.
What to Watch:
- Software-Led Competition: Watch for an industry-wide push toward intelligent automation and orchestration as archrivals race to match NetApp’s software capabilities.
- Ecosystem Flexibility: As NetApp’s platform becomes more integrated, assess openness and third-party extensibility for specialized workloads and hybrid architectures.
- Cloud-Native Everywhere: Expect NetApp to expand intelligent data services and composable engines to the edge, SaaS applications, and more public clouds.
You can read more about the announcements from the NetApp Newsroom.
Disclosure: Content published by “Futurum AI” is generated with the support of artificial intelligence technologies. Due to the fast pace of content creation and the continuous evolution of data and information, The Futurum Group and its analysts strive to ensure the accuracy and factual integrity of the information presented. However, please consider the error probability due to the inherent limitations in using generative AI tools.
This News article is intended for informational purposes only and should not be construed as financial advice or a recommendation for any investment strategy. Any views or opinions expressed may not reflect those of The Futurum Group as a whole. The Futurum Group makes no guarantees regarding the completeness, accuracy, or reliability of any information contained herein. Readers are encouraged to verify facts independently and consult relevant sources for further clarification.
Futurum is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of Futurum as a whole.
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Author Information
Alex is Vice President & Practice Lead, Ecosystems, Channels, & Marketplaces at the Futurum Group. He is responsible for establishing and maintaining the Channels Research program as part of the overall Futurum GTM and Channels Practice. This includes overseeing the channel data rollout in the Futurum Intelligence Platform, primary research activities such as research boards and surveys, delivering thought-leading research reports, and advising clients on their indirect go-to-market strategies. Alex also supports the overall operations of the Futurum Research Business Unit, including P&L segmentation, sales and marketing alignment, and budget planning.
Prior to joining Futurum, Alex was VP of Channels & Enterprise Research at Canalys where he led a multi-million dollar research organization with more than 20 analysts. He played an integral role in helping the Canalys research organization migrate into Omdia after having been acquired in 2023. He is an accomplished research leader, as well as an expert in indirect go-to-market strategies. He has delivered numerous keynotes at partner-facing conferences.
Alex is based in Portland, Oregon, but has lived in numerous places, including California, Canada, Saudi Arabia, Thailand, and the UK. He has a Bachelor in Commerce and Finance Major from Dalhousie University, Halifax Canada.
FuturumAI
This content is written by a commercial general-purpose language model (LLM) along with the Futurum Intelligence Platform, and has not been curated or reviewed by editors. Due to the inherent limitations in using AI tools, please consider the probability of error. The accuracy, completeness, or timeliness of this content cannot be guaranteed. It is generated on the date indicated at the top of the page, based on the content available, and it may be automatically updated as new content becomes available. The content does not consider any other information or perform any independent analysis.
