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PALO ALTO, Calif. - Rubrik, a cybersecurity firm listed on NYSE: RBRK, announced it is enhancing its data security platform by integrating AMD EPYC processors, aiming to provide AI-ready solutions that are cost-effective and power-efficient for enterprise customers. This move is also set to broaden Rubrik’s cloud deployment options. The announcement comes as the company demonstrates strong market momentum, with InvestingPro data showing an impressive 223.73% return over the past year and revenue growth of 41.19%.
The integration reflects a shift in enterprise computing, with a notable trend towards AI-powered solutions and cloud environments. Rubrik’s 2025 State of Data Security report indicates that 90% of IT leaders are managing hybrid environments. The company’s strategic positioning is reflected in its robust gross profit margin of 70.02%, though InvestingPro analysis indicates the stock is currently trading above its Fair Value, with the stock price near its 52-week high of $99.79. The company’s co-founder and CTO, Arvind Nithrakashyap, expressed the company’s commitment to leading with AMD technology in future product generations due to its performance efficiency.
Rubrik’s relationship with AMD started in 2018, and since then, nearly half of Rubrik’s Cloud Native Protection has been running on AMD instances in AWS, Azure, and GCP. The company plans to expand AMD EPYC processor availability across its third-party hardware ecosystem, with current solutions on Dell and HPE platforms and an upcoming Cisco-based solution.
Furthermore, Rubrik is set to add AMD instance support to its Rubrik Cloud Cluster in various cloud services by the end of July. Nithrakashyap highlighted customer demand for AMD-powered solutions to optimize capital and operational costs. AMD’s corporate vice president, Derek Dicker, also commented on the processors’ performance and energy efficiency, supporting Rubrik’s objectives for data security and environmental impact reduction.
Customers can expect reduced total cost of ownership (TCO), with initial capital expenditure savings and operational cost reductions through lower power consumption. The collaboration also promises enhanced cloud deployment options, contributing to faster and more resilient cloud deployments across different regions and availability zones.
The initiative is in line with Rubrik’s mission to secure the world’s data through its Zero Trust Data Security platform, which employs machine learning to protect against cyberattacks and operational disruptions across enterprise, cloud, and SaaS applications. While the company operates with a moderate level of debt and is not yet profitable, detailed analysis available in the comprehensive Pro Research Report on InvestingPro suggests strong growth potential, with 11 additional ProTips available for subscribers.
This expansion of AMD EPYC processor use is based on a press release statement by Rubrik and reflects the company’s strategy to address market demand and sustainability goals in data centers.
In other recent news, Rubrik Inc. has been the focus of several analyst reports and company announcements. Guggenheim has raised its price target for Rubrik to $105 from $80, maintaining a Buy rating, citing the company’s strong deal wins and effective market strategy. The firm expects Rubrik to meet or exceed revenue expectations for F1Q26 and potentially guide above Wall Street’s forecasts for F2Q26. Cantor Fitzgerald also maintained an Overweight rating with a $95 price target, highlighting Rubrik’s resilience to hardware tariffs due to its focus on software and cloud services. Roth/MKM initiated coverage with a Buy rating and a $97 price target, emphasizing Rubrik’s growth potential in the data protection market and its ability to outperform revenue guidance.
Additionally, Rubrik has appointed Kavitha Mariappan as Chief Transformation Officer, aiming to enhance cyber resilience for businesses globally. The company is also collaborating with Mandiant to develop a cloud-based isolated recovery environment for Google Cloud, designed to secure data backups against cyber threats. This initiative includes new threat-analytics capabilities to protect Google Cloud services and Google Workspace. These developments reflect Rubrik’s ongoing efforts to strengthen its position in the cyber resilience and data security sectors.
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