Infrastructure Earnings during a Pandemic + AMD EPYC's Continued Traction

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.