ARM TechCon 2019 Wrap-Up with Patrick Kennedy from Serve The Home
October 14th, 2019
43 mins 40 secs
About this Episode
As ARM TechCon 2019 wraps up in San Jose, hosts Steve McDowell and Matt Kimball from Moor Insights & Strategy are joined by Patrick Kennedy of Serve the Home in a wide-ranging discussion of the entire microprocessor market, and where ARM fits in.
Here's a general timeline for the discussion, though the topics overlap, so you owe it to yourself to listent to the entire thing.
02:20 Big Themes & Announcements from TechCon
03:50 Patrick's views of TechCon from a server, storage, and networking perspective
06:00 ARM at the Edge
10:30 ARM in the Server Market
14:05 ARM in the HPC and other Server-Adjacent Spaces
17:28 ARM in power and performance hungry applications
22:00 Does OpenPOWER and IBM's recent Open Sourcing moves matter?
24:10 Does heated AMD/Intel competition open the door for ARM to gain traction against those players?
27:17 What's Patrick Kennedy and Serve the Home looking forward to in 2020
32:20 Let's talk about Inspur & "Inspur-like" players
38:00 What's Serve the Home doing Differently in the review space?
41:00 Overarching takeaways