Can Google Cloud Deliver on AI and EDA Storage Demands with NetApp?

Can NetApp Volumes Deliver on AI and EDA Storage Demands in the Cloud?

Analyst(s): Camberley Bates & Krista Case
Publication Date: April 21, 2025

NetApp and Google Cloud have enhanced Google Cloud NetApp Volumes with features to simplify the deployment of AI, EDA, and high-performance enterprise workloads. The updates focus on improved scalability, throughput, flexible performance provisioning, and compliance alignment.

What is Covered in this Article:

  • Integration of NetApp Volumes with Google Cloud’s Vertex AI platform for custom agent development
  • Expanded volume capacity and throughput in Premium and Extreme service levels to support large datasets
  • Enhanced Flex tier offering with independent scaling of capacity and performance
  • Upcoming support for Google Cloud Assured Workloads to address compliance requirements

The News: NetApp and Google Cloud introduced a series of enhancements to Google Cloud NetApp Volumes, aimed at simplifying the deployment and scaling of high-performance workloads in the cloud. The updates focus on use cases such as electronic design automation (EDA), AI model training, and petabyte-scale content repositories.

Key additions include direct integration with Google Cloud’s Vertex AI platform, enabling customers to use NetApp Volumes data to build custom AI agents without complex data pipelines. Performance upgrades now allow the provisioning of single volumes from 15TiB to 1PiB with throughput up to 30 GiB/s in the Premium and Extreme service levels. The Flex tier now supports independent capacity and performance provisioning, while future support for Assured Workloads will help meet region-specific compliance standards.

Can NetApp Volumes Deliver on AI and EDA Storage Demands in the Cloud?

Analyst Take: The expansion of the NetApp and Google relationship with added functionalities reflects a measured approach to solving enterprise challenges around performance, scalability, cost optimization, and compliance in the cloud. In particular, it leverage NetApp’s long-time presence in the EDA market, potentially expanding those relationships into Google’s Cloud.

Performance and Scale Improvements Target High-End Workloads

With the ability to provision single volumes starting at 15TiB and scaling up to 1PiB, and throughput reaching up to 30 GiB/s, Google Cloud with NetApp Volumes now provides infrastructure capable of supporting performance-intensive workloads such as EDA and AI training. These updates eliminate the need to partition datasets across multiple volumes, reducing administrative complexity and performance bottlenecks. For organizations that rely on fast, consistent access to large data repositories, such capabilities are essential to maintaining workflow efficiency. The enhancements clearly position Google with NetApp Volumes as a strong option for enterprises that want to consolidate storage at scale without compromising throughput.

Vertex AI Integration Supports More Efficient AI Development

The preview integration with Google Cloud’s Vertex AI platform enables organizations to build custom AI agents directly on NetApp Volumes data. By eliminating the need to replicate data or build external pipelines for retrieval augmented generation (RAG) use cases, customers can reduce architectural complexity, minimize paying for unused cloud resources, and maintain tighter control over data usage. The ability to access and use enterprise data natively in Vertex AI contributes to faster experimentation and deployment of intelligent applications. This integration introduces a meaningful advantage for enterprises seeking operational alignment between storage and AI workflows.

Flex Tier Expansion Balances Performance with Cost Controls

The improved Flex service level enables independent scaling of capacity, throughput (up to 5 GiB/s), and IOPS (up to 160K). This decoupling allows organizations to make provisions based strictly on their performance requirements without overcommitting to storage size. Such configurability can help manage cloud costs more effectively for workloads that fluctuate in intensity. The granular and resource-efficient delivery model is increasingly important in budget-conscious enterprise environments.

Assured Workloads Support Enhances Compliance Readiness

NetApp Volumes is expected to support Google Cloud’s Assured Workloads framework shortly, providing pre-configured compliance capabilities around data residency, access control, and key management. This feature reduces the complexity of meeting regulatory obligations by offering a managed path to align with governance requirements in specific jurisdictions. For organizations operating in regulated sectors or across multiple regions, such compliance-oriented features embedded at the storage level allow for easier policy enforcement and infrastructure standardization. This addition reinforces NetApp’s positioning within industries prioritizing security and regulatory clarity.

What to Watch:

  • The integration with Vertex AI may encourage enterprises to build more AI-native workflows directly on NetApp Volumes, reducing infrastructure duplication and supporting faster AI experimentation.
  • The expanded throughput and scale in the Premium and Extreme tiers could drive adoption in EDA and AI model training environments where high-volume data access is non-negotiable.
  • Adoption of the Flex tier enhancements will be a key indicator of how successfully enterprises can reduce cloud waste and balance storage provisioning against budget priorities.
  • As support for Assured Workloads rolls out, its ease of implementation and impact on compliance posture will be critical to broader uptake, particularly in healthcare, public sector, and financial services.

See the complete press release on the partnership between NetApp and Google Cloud to enhance NetApp Volumes for AI and high-performance workloads on the NetApp website.

Disclosure: The Futurum Group 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 The Futurum Group as a whole.

Other insights from The Futurum Group:

NetApp Revenue Grows 2%, Driven by Key All-Flash and Storage-as-a-Service Offerings

NetApp Introduces New Members to the ASA Block Storage Family

NetApp Announces New Models and BlueXP Expansion, Furthering Their Intelligent Data Infrastructure Vision

Author Information

Camberley brings over 25 years of executive experience leading sales and marketing teams at Fortune 500 firms. Before joining The Futurum Group, she led the Evaluator Group, an information technology analyst firm as Managing Director.

Her career has spanned all elements of sales and marketing including a 360-degree view of addressing challenges and delivering solutions was achieved from crossing the boundary of sales and channel engagement with large enterprise vendors and her own 100-person IT services firm.

Camberley has provided Global 250 startups with go-to-market strategies, creating a new market category “MAID” as Vice President of Marketing at COPAN and led a worldwide marketing team including channels as a VP at VERITAS. At GE Access, a $2B distribution company, she served as VP of a new division and succeeded in growing the company from $14 to $500 million and built a successful 100-person IT services firm. Camberley began her career at IBM in sales and management.

She holds a Bachelor of Science in International Business from California State University – Long Beach and executive certificates from Wellesley and Wharton School of Business.

With a focus on data security, protection, and management, Krista has a particular focus on how these strategies play out in multi-cloud environments. She brings approximately 15 years of experience providing research and advisory services and creating thought leadership content. Her vantage point spans technology and vendor portfolio developments; customer buying behavior trends; and vendor ecosystems, go-to-market positioning, and business models. Her work has appeared in major publications including eWeek, TechTarget and The Register.

Prior to joining The Futurum Group, Krista led the data protection practice for Evaluator Group and the data center practice of analyst firm Technology Business Research. She also created articles, product analyses, and blogs on all things storage and data protection and management for analyst firm Storage Switzerland and led market intelligence initiatives for media company TechTarget.

SHARE:

Latest Insights:

ServiceNow Reports Robust 22% Yoy cRPO Growth and Improved Margins Amid Macro Uncertainty in Q1 FY 2025
Keith Kirkpatrick, Research Director at The Futurum Group, unpacks ServiceNow’s Q1 FY2025 earnings beat, driven by strong AI-led subscription growth, CRM and workflow expansion, and disciplined guidance amid U.S. budget and macro headwinds.
Seventh-Generation TPU Delivers 42.5 Exaflops and 2x Energy Efficiency Over Trillium
Daniel Newman, CEO at The Futurum Group, shares insights on Google’s Ironwood TPU launch. With 42.5 exaflops at scale and 2x Trillium’s efficiency, Ironwood is Google’s clearest inference-focused chip yet.
Lightmatter Breakthrough 3D Photonic Interposer Tech Provides Highest Bandwidth and Largest Die Complexes for AI Infrastructure Chips
The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure with breakthrough 3D photonic innovation.
Sap Q1 FY 2025 Sees Continued Success in Cloud Transformation, With 27% Cloud Growth and Operating Margin up 810 BPS
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine SAP’s Q1 FY 2025 earnings, highlighting strong cloud ERP growth, rising AI adoption, and resilience amid macro and tariff pressures.

Book a Demo

Thank you, we received your request, a member of our team will be in contact with you.