DataCentric - Episodes Tagged with “Dell Technologies”

Dell goes APEX over as-a-service & Ampere rolls out its latest

NAND Research — Thu, 27 May 2021 16:00:00 -0400

It's an as-a-service world as Dell goes big with Project APEX. APEX delivers storage and HCI as-a-service, plus delivers some custom solutions. Ampere Computing, the ARM-based server player, continues its journey as it unveils its next generation Altra CPUs for the cloud world -- with a few cloud partners up on the stage (including Azure).

Hosts Matt Kimball and Steve McDowell, senior technology analysts at Moor Insights & Strategy, talk about what it all means.

AMD Launches its EPYC New Server CPU

NAND Research — Thu, 18 Mar 2021 01:00:00 -0400

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, both senior technology analysts at Moor Insights & Strategy, talk about what AMD's launch means to the server industry. The guys also find time to talk about the latest infrastructure market numbers. On the latest DataCentric podcast.

Is the Enterprise Infrastructure Market Rebouding?

NAND Research — Fri, 05 Mar 2021 10:00:00 -0500

Earning's season for 4Q has come to a close, with Dell Technologies, Hewlett Packard Enterprise (HPE), NetApp, and Pure Storage all annouceing over the past two weeks. This is enough to giving us an idea of how healthy the enterprise storage & server markets are as we leave 2020. The news is actually pretty good.

Hosts Matt Kimball & Steve McDowell, both senior technology analysts at Moor Insights & Strategy, talk about it on this DataCentric.

Inside the Server Market with Dell Technologies' Jonathan Seckler

NAND Research — Mon, 17 Aug 2020 12:00:00 -0400

The server market is rapidly changing. It's less about the speeds and feeds of your hardware, and much more about the capabilities required to support critical workloads. From software-defined to edge, Dell Technologies director of server marketing join Matt Kimball & Steve McDowell in a wide-ranging discussion on the shifting landscape of servers.

The group seems to touch on every from the on-going "generational shift" of IT buyers, the cloudification of IT, edge computing, open standards, the impact of COVID-19 on IT, and much, much more.

Special Guest: Jonathan Seckler.

News Roundup: Twitter Hacked, VMware (maybe) spinning out of Dell, & does hardware still matter?

NAND Research — Tue, 28 Jul 2020 12:00:00 -0400

It's a potpourri episode as Moor Insights & Strategy data center analysts Matt Kimball and Steve McDowell round-up of the past few week's news: twitter was hacked, Dell Technologies says that it might spin VMware out, ARM gets yet more traction, and does a software-defined datacenter make hardware irrelevant? All this, and more, on this edition of DataCentric.

00:00 - 03:50 Virtual Conference Life
03:51 - 07:23 Twitter is hacked & the popular and tech press have very different spins on the story
07:24 - 14:24 Dell Technologies is "exploring" spinning out VMware: will they? and what's it really mean if they do?
14:25 - 29:35 A hodgepodge of ARM news as Apple announces, AWS Graviton performance numbers start coming out, and more
29:36 - 39:11 How relevant is the hardware platform in today's software defined world?
39:11 - 46:24 Microsoft endorses Citrix for Azure remote desktop.
46:25 - that's all!

Q1 2020: All About Software-Defined and As-a-Service

NAND Research — Fri, 12 Jun 2020 14:00:00 -0400

What did we learn about datacenter infrastructure from the latest batch of earnings? That’s it all about software-defined and as-a-service. Data center hardware sales were down across the board, while the bright spots for the quarter landed on Nutanix and VMware, who showed particularly strong growth in is VSAN and NSX segments. This, while the traditional OEMs saw boosts in their respective service-based offerings.

Moor Insights & Strategy Industry analysts Matt Kimball and Steve McDowell talk about what it all means.

Inside the new Dell EMC PowerStore Mid-Range Storage Solution w/ Dell's Caitlin Gordon

NAND Research — Tue, 05 May 2020 08:00:00 -0400

Dell Technologies shakes up the hot midrange storage market with the introduction of its long-anticipated offering: the Dell EMC PowerStore.

Dell's vice president of productg marketing, Caitlin Gordon, joins hosts Matt Kimball & Steve McDowell to talk through the vision of the new offering, as well as offering insights into some of the things that make this one unique -- things like an embedded hypervisor, in-the-box AI, new upgrade options, why this will be the last data migration Dell's customers face, and much, much more.

Special Guest: Caitlin Gordon.

Post-Earnings Enterprise Infrastructure Market, New ARM-based Ampere Server CPUs, & AMD Financial Day

NAND Research — Mon, 09 Mar 2020 14:00:00 -0400

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. There are earnings from Dell Technologies, Hewlett Packard Enterprise, Vmware, as well as other recent earnings announcements, that give us color.

The HCI space is also continuing its hot streak, with VSAN delivering $900M in bookings to Vmware, while Nutanix also continues to grow at a nearly 50% growth rate. But are they leaving room on the edge and in ROBO for more single-focused competitors like Scale Computing?

The ARM cloud market saw a major new introduction this past week with Ampere's announcement of it's 80-core server part targeting the hyperscale market, but was disappointingly sparse with benchmark numbers. Who wins & loses here? Matt & Steve talk about it.

Finally, on the backside of AMD financial analyst day we talk about AMD's continual and aggressive push in the server market, their giant win with HPE for a massive DOE supercomputing project, & everyone's push against Nvidia for enterprise AI.

It's a lot. Skip to your favorite sections:

01:42 Infrastructure Market
14:22 HCI Market
24:54 Ampere brings ARM into the Hyperscaled Data Center
34:40 AMD continues its surge forward. Should Intel be worried?
43:38 Matt & Steve's closing thoughts.
48:29 The End.

Links:

Edge Computing: New Announcements from DELL & HPE + News!

NAND Research — Tue, 25 Feb 2020 15:00:00 -0500

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.

Timeline:

04:15 New Edge offerings from Dell Technologies
14:55 Huawei and the Edge
18:25 HPE Proliant Microserver Gen 10
23:24 New Entry-Level EPYC parts from AMD
24:12 Lenovo Earnings
34:29 Tidying Up

Links:

July 2 2019: HCI Market Share Numbers + Wrapping up HPE Discover

NAND Research — Tue, 02 Jul 2019 17:45:00 -0400

HCI market share numbers for Q1 2019 are in and, boy, have things changed! Nutanix slides while Dell EMC holds dominance in branded systems, but isn't that part of Nutanix's strategy? Shifting to less branded, more partner/OEM sales? That, plus we recap the big themes from the recent HPE Discover Conference.

All that, and more, from Matt Kimball and Steve McDowell, technology analysts at Moor Insights & Strategy.

3:26 HPE Discover recap -- it's Everything-as-a-Service
16:00 HCI Market Continues to grow, but there's drama in the numbers.

June 10, 2019: Quarterly Server Numbers! Dell Tech Earnings! What's happening at Nutanix? And Computex!

NAND Research — Mon, 10 Jun 2019 13:00:00 -0400

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. The market's down from last year, but there are still winners and losers, and you don't want to get caught on the wrong side of that line!

Even in the face of an uncertain server market, Dell Technologies released positive earnings. Matt & Steve go into thiose

Is Nutanix heading towards the rocks, or just experiencing natural transition pains? Nutanix also relased earnings, which weren't postive. Do down earnings and the loss of a key executive point to Nutanix heading towards the rocks? Or are we just watching a painful transition to a new business model? Only time will really tell, but Steve & Matt talk about it anyway!

Computex is very consumer focused, but there was drama on the AMD/Intel front, as the x86 CPU wars are heating up. Intel takes exception to AMD's claims of 2X performance on some supercomputer numbers, while AMD goes big in HPC. Matt also gives us an explanation of what's really happening when AMD says that they're cutting off x86 "technology transfer" to it's China JV.

All that, and Steve's thinking about starting a Twitch feed that highlights his tractor -- a real life video game.

Timeline:

01:10 Apple World Wide Developers Conference -- anything for IT? (hint: not really)
02:50 Inside IDC Server Market Numbers
12:00 Inside Dell Technologies Earnings Numbers
15:20 Let's talk about Nutanix's earnings and outlook
24:55 Computex: AMD, Intel, and more
38:33 Steve's Twitch Channel -- available soon
41:10 That's a wrap!

Special Dell Tech World Day 3 Recap: What'd we Learn?

NAND Research — Wed, 01 May 2019 21:00:00 -0400

Dell Tech World day 3 was a day of closure, better coffee, and smuggled bacon. Hosts Matt Kimball and Steve McDowell talk about their key takeaways in this short recap of what was a great event.

Storage. Servers. Edge. VMWare. HCI/CI. And much, much more.

Special Dell Tech World Day 2 Recap: Storage, Data, and a Server

NAND Research — Tue, 30 Apr 2019 23:00:00 -0400

Dell EMC released a flurry of product announcements targeted at the enterprise. New Midrange Storage. New PowerMax storage. Dell joins the Storage-on-Demand world with offerings that span on- and off-prem.

Add to that new Dell Latitude laptops, networking branding, VMware cloud management tools... the list goes on and on.

Moor Insights & Strategy data center analysts Matt Kimball and Steve McDowell give you their quick take on it all on this special recap edition of the DataCentric Podcast.