Episode 118

June 10, 2019: Quarterly Server Numbers! Dell Tech Earnings! What's happening at Nutanix? And Computex!

00:00:00
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00:41:10

June 10th, 2019

41 mins 10 secs

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About this Episode

It's been a newsworthy week in the world of data center. IDC released server numbers that validate what the recent spate of earnings has told us. The market's down from last year, but there are still winners and losers, and you don't want to get caught on the wrong side of that line!

Even in the face of an uncertain server market, Dell Technologies released positive earnings. Matt & Steve go into thiose

Is Nutanix heading towards the rocks, or just experiencing natural transition pains? Nutanix also relased earnings, which weren't postive. Do down earnings and the loss of a key executive point to Nutanix heading towards the rocks? Or are we just watching a painful transition to a new business model? Only time will really tell, but Steve & Matt talk about it anyway!

Computex is very consumer focused, but there was drama on the AMD/Intel front, as the x86 CPU wars are heating up. Intel takes exception to AMD's claims of 2X performance on some supercomputer numbers, while AMD goes big in HPC. Matt also gives us an explanation of what's really happening when AMD says that they're cutting off x86 "technology transfer" to it's China JV.

All that, and Steve's thinking about starting a Twitch feed that highlights his tractor -- a real life video game.

Timeline:

01:10 Apple World Wide Developers Conference -- anything for IT? (hint: not really)
02:50 Inside IDC Server Market Numbers
12:00 Inside Dell Technologies Earnings Numbers
15:20 Let's talk about Nutanix's earnings and outlook
24:55 Computex: AMD, Intel, and more
38:33 Steve's Twitch Channel -- available soon
41:10 That's a wrap!