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jason hardy

T2 · manager / operator

Jason Hardy leads storage technology at NVIDIA, focusing on transforming enterprise storage into AI-ready data platforms for agentic workloads. He presented at GTC Taipei 2026 on the convergence of storage, compute, and networking for AI factories.

5 calls·5 names·100% bull·last heard 19 days ago·NVIDIA
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$NVDANvidiaposition

Nvidia VP Storage outlines AI data platform strategy with Vera CPU and Bluefield-4 STX

Nvidia is co-designing a full-stack AI data platform — Vera CPU, Bluefield-4 STX, Rubin GPU, Spectrum-X networking — to transform enterprise storage from a system of record into a real-time AI data plane that prepares, indexes, and governs data at creation for agentic workloads.

NVIDIA2026-07→
2ndmedium conviction
$HPEHewlett Packard Enterprise

HPE embedding Nvidia AI data platform blueprints into storage systems

HPE has executed on Nvidia's AI data platform blueprints, embedding in-place AI data platform capabilities directly into their storage ecosystem to prepare data at creation for agentic AI readiness.

NVIDIA2026-07→
3rdmedium conviction
$NTAPNetApp

NetApp embedding Nvidia AI data platform blueprints into storage systems

NetApp has executed on Nvidia's AI data platform blueprints, embedding in-place AI data platform capabilities directly into their storage ecosystem to prepare data at creation for agentic AI readiness.

NVIDIA2026-07→

most discussed · click a bar to filter

recurring themes

5 total
$NVDA
···
Nvidia
HIGHjason hardy·NVIDIA·19 days ago· position
Nvidia VP Storage outlines AI data platform strategy with Vera CPU and Bluefield-4 STX
Nvidia is co-designing a full-stack AI data platform — Vera CPU, Bluefield-4 STX, Rubin GPU, Spectrum-X networking — to transform enterprise storage from a system of record into a real-time AI data plane that prepares, indexes, and governs data at creation for agentic workloads.
"This is why we're extremely excited that Vera is here. You see, Vera was designed to take stuff off the wire — information, bits and bytes, packets, process it through, and then g…"
19:19
$HPE
···
Hewlett Packard Enterprise
MEDjason hardy·NVIDIA·19 days ago
HPE embedding Nvidia AI data platform blueprints into storage systems
HPE has executed on Nvidia's AI data platform blueprints, embedding in-place AI data platform capabilities directly into their storage ecosystem to prepare data at creation for agentic AI readiness.
"And that's what we're doing with our storage partners — the Dells, and the IBMs, the HPEs, and the NetApps — making this turnkey so that it's fully integrated in; it has all the n…"
27:17
$NTAP
···
NetApp
MEDjason hardy·NVIDIA·19 days ago
NetApp embedding Nvidia AI data platform blueprints into storage systems
NetApp has executed on Nvidia's AI data platform blueprints, embedding in-place AI data platform capabilities directly into their storage ecosystem to prepare data at creation for agentic AI readiness.
"So it's not just about an idea that we have, but that they've put this into execution — that Dell with their storage capability or a NetApp, or IBM, or the list goes on and on, ha…"
23:42
$IBM
···
International Business Machines
MEDjason hardy·NVIDIA·19 days ago
IBM embedding Nvidia AI data platform blueprints into storage systems
IBM has executed on Nvidia's AI data platform blueprints, embedding in-place AI data platform capabilities directly into their storage ecosystem to prepare data at creation for agentic AI readiness.
"So it's not just about an idea that we have, but that they've put this into execution — that Dell with their storage capability or a NetApp, or IBM, or the list goes on and on, ha…"
23:42
$DELL
···
Dell Technologies
MEDjason hardy·NVIDIA·19 days ago
Dell embedding Nvidia AI data platform blueprints into storage systems
Dell has executed on Nvidia's AI data platform blueprints, embedding in-place AI data platform capabilities directly into their storage ecosystem to prepare data at creation for agentic AI readiness.
"So it's not just about an idea that we have, but that they've put this into execution — that Dell with their storage capability or a NetApp, or IBM, or the list goes on and on, ha…"
23:42