Lenovo’s Acquisition Of Infinidat: What Are The Likely Impacts?

Lenovo looks to expand its presence in the high end of the enterprise storage market with its ... [+] planned acquisition of Infinidat. (Photo via Smith Collection/Gado/Getty Images)

Lenovo has announced its intent to acquire Infinidat, a high-end storage vendor, for an undisclosed sum. Pending regulatory approvals, the deal is expected to close in the second half of 2025. I want to offer my initial thoughts on this acquisition, what it means for Lenovo and what it could mean for enterprise IT organizations.

Lenovo has been a strong player in the entry-level storage market for years. One of the ways storage is ranked is by price bands, and at the low end of the market (under $25,000), Lenovo currently ranks number one. The company is dominant enough in that segment, in fact, to make it a top-five storage vendor overall according to some industry rankings. However, margins and profitability are hard to manage when selling into the entry-level segment.

By contrast, Lenovo has not been competitive in the high end of the storage market. While this is mainly because it lacks a full portfolio at the high end (including enterprise software features), this is also tied to other factors, such as market perception and Lenovo’s ongoing relationship with storage giant NetApp for its DM Series. (More on that relationship below.)

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