Question 1

What percentage of Nutanix, Inc.'s revenue comes from AI?

Accepted Answer

Nutanix, Inc. derives approximately 7.27% of its revenue from AI-related products and services, representing $169.8M in annual AI revenue out of $2.3B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Nutanix, Inc.'s AI Fair Value?

Accepted Answer

Nutanix, Inc.'s AI Fair Value is $897.0M, ranking it #97 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Nutanix, Inc.'s AI revenue changed recently?

Accepted Answer

Nutanix, Inc.'s AI revenue percentage increased from 7.0% to 8.0% (+1.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Nutanix, Inc. compare to peers in Data Infra?

Accepted Answer

Nutanix, Inc.'s AI revenue percentage of 7.27% is above the Data Infra layer average of 5.3%. Among 5 ranked peers, 1 peer have a higher AI revenue percentage.

Question 5

Where does Nutanix, Inc. sit in the AI supply chain?

Accepted Answer

Nutanix, Inc. operates in the Data Infrastructure layer (Layer 6 of 9) of the AI supply chain. Databases, data warehouses, and data pipeline companies enabling the storage and processing of AI training data.

Question 6

How reliable is Nutanix, Inc.'s AI revenue estimate?

Accepted Answer

Nutanix, Inc.'s AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

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