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.
Episode | January 6th, 2020 | Season 2019 | 21 mins 22 secs
amazon, amd, arm, consumption-based computing, dell, hpe, intel, it, kubernetes, lenovo, trends
It's been an eventful year, but largely one setting chess pieces up for what's to come. Moor Insights & Strategy technology analysts Steve McDowell and Matt Kimball each give their top trends of the past year.
Episode | November 13th, 2019 | Season 2019 | 46 mins 43 secs
ai, amd, arm, edge, ignite, intel, microsoft, nvidia, servers, storage, vmware, vmworld
It's been a busy few weeks as the fall conference season hits its stride. In this episode, Moor Insights & Strategy analysts Matt Kimball and Steve McDowell talk about it all: Microsoft Ignite, VMworld Europe, NVIDIA GTC DC announcements, plus AMD has a stellar quarter, Intel has a benchmark oops, and lots of discussion of ARM and Edge
Episode | October 14th, 2019 | Season 2019 | 43 mins 40 secs
amd, arm, edge, hpc, intel, microprocessor, server, techcon
ARM TechCon 2019 wraps up in San Jose with Patrick Kennedy from Serve the Home joining hosts Matt Kimball and Steve McDowell to talk about what they learned, while providing insight and guidance for how to think about ARM in today's world. This is one for the chip-heads!
Episode | September 25th, 2019 | Season 2019 | 44 mins 12 secs
amd, dell emc, huawei, oracle, pure storage, red hat, servers, storage
A catch-up podcast as Matt & Steve run through a very news-filled September. The guys recap Red Hat Summit, Pure Accelerate, and also hit product announcements from Dell EMC, Oracle, Huawei, and much, much more.
Episode | August 21st, 2019 | Season 2019 | 32 mins 25 secs
amd, earnings, epyc, lenovo, processor, server
Moor Insights & Strategy analysts Matt Kimball & Steve McDowell are back from their various summer adventures and are easing back into the podcast saddle by asking the question: Is AMD's new Rome server part really "all that"? Should IT buyers care? And if you do, should you buy a server from Lenovo, who's continuing a stellar run of solid execution? All that, and more, on the newest DataCentric.
June 10, 2019: Quarterly Server Numbers! Dell Tech Earnings! What's happening at Nutanix? And Computex!
Episode | June 10th, 2019 | Season 2019 | 41 mins 10 secs
amd, computex, dell technologies, earnings, intel, nutanix
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. Dell Technologies released positive earnings. Is Nutanix heading towards the rocks, or just experiencing natural transition pains? And was there anything newsworthy out of Computex for the data center crowd (hint: yes)? Hosts Matt Kimball and Steve McDowell delve into it all.