NetApp vs Amphenol
Side-by-side comparison of AI visibility scores, market position, and capabilities
San Jose CA intelligent data infrastructure (NASDAQ: NTAP) ~$6.5B FY2025 revenue; ONTAP all-flash arrays + Azure/AWS/GCP cloud storage services, NVIDIA AI pipeline partner competing with Pure Storage and Dell EMC.
About
NetApp, Inc. is a San Jose, California-based intelligent data infrastructure company — publicly traded on NASDAQ (NASDAQ: NTAP) as an S&P 500 Information Technology component — providing cloud-led, data-centric storage and data management solutions for enterprises deploying hybrid multi-cloud architectures, AI workloads, and modern application environments through approximately 11,000 employees worldwide. NetApp's product portfolio centers on its ONTAP operating system for all-flash arrays (AFF/ASA product lines), delivering unified storage for block, file, and object workloads — and its cloud storage services: Azure NetApp Files (ANF, native Microsoft Azure integration), Amazon FSx for NetApp ONTAP (AWS native integration), and Cloud Volumes ONTAP for Google Cloud — which collectively enable enterprises to use the same ONTAP data management capabilities on-premises and in all three hyperscale clouds. For fiscal year 2025 (ending April 2025), NetApp reported approximately $6.5 billion in revenue with continued all-flash array growth and cloud storage services expanding at 20%+ annually. CEO George Kurian has led the company since 2015, executing the strategic transformation from on-premises storage vendor to intelligent data infrastructure platform. NetApp's AI data pipeline solutions — purpose-built for NVIDIA DGX and GPUDirect Storage workflows — position the company as infrastructure for enterprise AI training and inference at scale.
Amphenol (APH) reported $14.8B revenue in FY2024, up 21% YoY. World's #2 connector maker. Critical for AI data center and defense interconnects. ~90,000 employees. HQ: Wallingford, CT.
About
Amphenol Corporation is one of the world's largest manufacturers of electrical, electronic, and fiber optic connectors, interconnect systems, sensors, and antennas, headquartered in Wallingford, Connecticut. Founded in 1932, Amphenol has grown through a highly decentralized acquisition strategy to become a critical supplier for virtually every electronics end market. The company reported revenues of $14.8B in FY2024, up 21% year-over-year, driven by explosive demand from AI data center customers.
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