NetApp has acquired JetStream Security Inc., according to a source report dated September 28, 2026. The source describes the acquisition as having taken place "last month." The purchase amount was not disclosed in the sources.
The source, a LinkedIn post written from NetApp Insight 2026 in Las Vegas, references the JetStream Security acquisition in the context of VMware protection. It lists "JetStream Security Inc. integration for VMware protection" under hybrid cloud and modernization topics, and asks where the company stands with productization of that integration.
The same source notes that the JetStream deal followed NetApp's announcement of its acquisition of PEAK:AIO, which it describes as bringing AI-focused data capabilities. It also references a DataPelago acquisition and an announced intent to acquire PEAK:AIO, citing PEAK:AIO's parallel file system and metadata architecture.
Beyond the acquisitions, the source describes NetApp's positioning around hybrid cloud, including its push for ONTAP data to behave consistently across on-premises and public cloud environments, and questions about common management, policy, mobility and provisioning. It also raises public cloud, data sovereignty and disaster recovery as topics of interest, noting that NetApp has introduced Console Disaster Recovery for Google Cloud NetApp Volumes.
On AI storage, the source says NetApp's AFX and Intelligent Data Infrastructure face competition from VAST Data, WEKA, DDN, Everpure and Dell Technologies, particularly around parallelism, metadata scaling and GPU utilization. It states that storage is evolving to meet the needs of agentic AI, and that acquisitions appear to be accelerating NetApp's evolution. The source adds that NetApp holds roughly 10% of the enterprise storage market and grew about 36% in calendar Q2, and expresses a generally bullish view on the company's prospects.