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 | 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 | December 9th, 2019 | Season 2019 | 33 mins 58 secs
amazon, arm, aws, cloud, reinvent
Amazon's massive AWS ReInvent Conference is nearly overwhelming in its breadth and scope, with dozens of announcements spanning numerous areas. Moor Insights & Strategy analysts Matt Kimball & Steve McDowell help clear the path and talk about what the sum of it all really means to IT (and the industry). Listen in.
Episode | November 19th, 2019 | 38 mins 58 secs
arm, edge, enterprise, interview, sc19, server
Arm's Mohamed Awad, as VP in ARM's Infrastructure group, is front-and-center in their architecture's invasion into enterprise compute. Nearly every tier-1 OEM has an Arm server offering, every major public cloud vendor offers Arm instances, a Super Computer reference design was announced at SC19 this week, and Arm is finding itself ideally situated to play aggressively in the emerging edge-compute space. It's not about mobile processing anymore. Mohamed joins us to talk about what it all means, and where it's all going.
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 | March 7th, 2019 | Season 2019 | 43 mins 58 secs
arm, cio, composable infrastructure, convergence, data fabric, datacenter, enterprise, hci, hpe, ibm, information technology, it, lenovo, processor, servers, storage, technology
Steve & Matt leave their impressions from IBM's recent Think event, plus they talk about the latest earnings from Lenovo and Hewlett Packard Enterprise. There's also coverage of ARM's new server core architecture, and the analysts continue their long-running conversation about multi-cloud in the enterprise.
Episode | February 8th, 2019 | 28 mins 8 secs
amazon, amd, arm, aws, cio, datacenter, enterprise, information technology, intel, it, lenovo, processor, servers, storage, technology
What's impacting the datacenter in 2019? Hosts Matt Kimball and Steve McDowell, datacenter analysts at Moor Insights & Strategy, talk about it all, from Edge to Cloud to AI and beyond.
Episode | December 6th, 2018 | Season 2018 | 36 mins 45 secs
amazon, arm, aws, cloud, composable infrastructure, converged, data center, hci, hpe, information technology, server, storage
In the inaugural episode of the DataCentric podcast hosts Matt Kimball and Steve McDowell go deep on the large number of datacenter-impacting announcements at Amazon’s premier cloud event re:Invent, including news of Amazon deploying their custom-built ARM parts, bringing cloud on-prem, and more.
The team also hits the highlights from HPE Discover in Madrid, where the focus was on edge computing, composable infrastructure and intelligent storage.