Episode 401

Trends to Watch in 2022


January 21st, 2022

38 mins 26 secs

Season 2022

Your Host

About this Episode

In this episode, hosts Matt Kimball and Steve McDowell, principal analysts at Moor Insights & Strategy, kick off 2022 with a discussion on what to watch in the world of enterprise infrastructure during the upcoming year.

This is a wide-ranging conversation covering everything from AMD and ARM in the server market, alternative processor architectures, supply chain, PCIe 5.0, and even some of the goings-on at this month's Consumer Electronics Show.

00:00 Start the show!
01:40 The Server Market: AMD Server market share numbers, Intel's current situation, and the impact of supply chain disruptions
10:38 AMD and Intel introduce new client parts: how much of this bleeds over into the server space?
17:33 ARM in the Server Market: Is this just a hyperscaler phenomia? Will we see expansion in 2022?
27:50 Where does RISC-V Play?
30:40 Disrupting storage: VAST Data, PCIe 5, and does CXL-attached memory supplant Intel Optane?
36:19 Consumption-based infrastructure in 2022
38:24 Over-and-Out