Episode 211

Infrastructure Earnings during a Pandemic + AMD EPYC's Continued Traction


May 27th, 2020

30 mins 54 secs

Season 2020

Your Host

About this Episode

It's a strange time for infrastructure companies as we start seeing the first full-quarter earnings in this COVID-19 world. Hewlett Packard Enterprise & Lenovo are first up, and we're learning from them how to think about this market. At the same time, AMD's EPYC server CPU continues to gain traction, with new wins in HCI and Deep Learning.

Join hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights & Strategy, as they digest it all.

01:08 Attending Virtual Conferences
05:50 AMD EPYC & HCI and Edge Computiong
08:50 AMD EPYC & Nvidia's New A100
13:16 We don't talk about HPE Earnings
21:35 Lenovo continues to show strength
30:00 The End.