Episode | May 4th, 2021 | Season 2021 | 53 mins 20 secs
amd, arm, arm9, cloud, datacenter, enterprise, information technology, intel, it, neoverse, processor, servers, technology
Arm9 is Arm's first major architectural update in nearly a decade. Neoverse enables Arm's ecosystem of partners to bring the new Arm9 architecture into the data center. This episode goes deep into the value that Arm9 and Neoverse bring to data center workloads, as Matt & Steve talk with Arm's Brian Jeff, Senior Director of Product Management for Arm's infrastructure business.
Episode | March 18th, 2021 | Season 2021 | 25 mins 12 secs
amd, dell technologies, epyc, hewlett packard enterprises, hpe, launch, processor, server
AMD continues its impressive run at conquering the server market as it introduces its latest generation EPYC processor, "Milan". Hosts Matt Kimball and Steve McDowell talk about what it all means. The guys also find time to talk about the latest infrastructure market numbers. On the latest DataCentric podcast.
Episode | January 29th, 2021 | Season 2021 | 24 mins 17 secs
advanced micro devices, amd, data center, earnings, intel, server
Both Intel and AMD released earnings last week, with Intel's Data Center Group sliding a little bit, while AMD's server fortunes rise. What's it mean for the enterprise server market overall? And how is 2021 starting to shape up? Hosts Matt Kimball and Steve McDowell talk about it on this episode of DataCentric.
Episode | January 18th, 2021 | Season 2021 | 40 mins 54 secs
amd, arm, as a service, aws, azure, cloud, hpe, ibm, intel, micron, microsoft, nutanix, nvidia, predictions, servers, storage
It's a new year, which can only mean one thing: Predictions! Matt & Steve go through their top predictions of what will be most impactful to the data center world in 2021. There's Arm, cloud, Optane, Micron, Intel, as-a-service, Nutanix, trends, acquisitions, and so much more. Turn on & tune in.
Episode | August 3rd, 2020 | Season 2020 | 51 mins 50 secs
amd, cio, earnings, ibm, intel, quarterly
Earnings for 2Q have started rolling in, with IBM, AMD, and Intel all early reporters from the Data Center world. There's solid financial news for all three, but each with different industry-level impacts. Hosts Matt Kimball & Steve McDowell, both from Moor Insights & Strategy, talk about what it all means.
Episode | May 27th, 2020 | Season 2020 | 30 mins 54 secs
amd, earnings, enteprise it, hpe, lenovo, nvidia, server
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 Matt & Steve as they digest it all.
Post-Earnings Enterprise Infrastructure Market, New ARM-based Ampere Server CPUs, & AMD Financial Day
Episode | March 9th, 2020 | Season 2020 | 48 mins 29 secs
amd, ampere, arm, cio, dell technologies, earnings, enterprise infrastructure, hci, hpe, it, server, storage, vmware
Now that we've seen earnings from all of the tier-one infrastructure players, hosts Steve McDowell & Matt Kimball talk about what the flat-to-down quarter means to the overall enterprise infrastructure market. Plus they talk a little HCI, delve into Ampere's new ARM-based monster 80-core server part, and detail some of the happenings out of AMD's recent Financial Analyst Day.
Episode | February 25th, 2020 | Season 2020 | 35 mins 26 secs
amd, dell technologies, earnings, edge computing, hpe, huawei, lenovo
Dell Technologies releases new edge products, HPE drops a new micro-server for edge and SMB, and Lenovo announces earnings. What's it all mean? Where's it all fit? Moor Insights & Strategy technology analysts Matt Kimball and Server McDowell try to figure it all out.
Episode | February 6th, 2020 | Season 2020 | 24 mins 8 secs
amazon aws, amd, cisco, earnings, google cloud, intel, microsoft azure, vmware
It's been a busy few weeks on the earnings front, as Intel blows away all estimates, AMD does well enough, and the cloud wars continue to rage with Google Cloud, Amazon AWS, and Microsoft Azure. That, and both VMWare and Cisco are back in the news. What's it all mean? Tune in and find out.
Episode | January 13th, 2020 | Season 2020 | 35 mins 46 secs
5g, acquistions, amazon aws, amd, arm, dell, edge, google cloud, hpe, intel, microsoft azure, x86
It's 2020, and that means a whole new set of predictions for the year! Join Moor Insights & Strategy technology analysts Matt Kimball and Steve McDowell as they discuss what they believe will be the most impactful trends impacting data centers and IT architecture over the coming twelve months.