web01.fireside.fm Sat, 13 Jun 2026 15:44:50 -0500 Fireside (https://fireside.fm) DataCentric - Episodes Tagged with “Enterprise Infrastructure” https://www.datacentricpodcast.com/tags/enterprise%20infrastructure Mon, 09 Mar 2020 14:00:00 -0400 Welcome to the DataCentric podcast, where we delve into the latest developments in information technology, offering insights into its intricate workings and broader implications. Hosted by Steve McDowell, Senior Analyst at NAND Research, our podcast explores new technologies, influential trends, and provides expert commentary on the forward trajectory of the technology industry. Join us as we navigate the complex landscape of IT. Whether you're an industry professional or simply curious about the future of technology, DataCentric is your trusted source for informed discourse and forward-thinking analysis. en-us episodic Enterprise IT Trends and Technologies NAND Research Welcome to the DataCentric podcast, where we delve into the latest developments in information technology, offering insights into its intricate workings and broader implications. Hosted by Steve McDowell, Senior Analyst at NAND Research, our podcast explores new technologies, influential trends, and provides expert commentary on the forward trajectory of the technology industry. Join us as we navigate the complex landscape of IT. Whether you're an industry professional or simply curious about the future of technology, DataCentric is your trusted source for informed discourse and forward-thinking analysis. no datacenter, technology, enterprise, IT, storage, servers, convergence, hyperconverged, infrastructure, HCI, composable infrastructure, enterprise compute, information technology, data, observability, cybersecurity, AI NAND Research datacentric@nand-research.com Post-Earnings Enterprise Infrastructure Market, New ARM-based Ampere Server CPUs, & AMD Financial Day https://www.datacentricpodcast.com/206 95d4e3da-dffb-4e4f-bce5-dcd840f8a4af Mon, 09 Mar 2020 14:00:00 -0400 NAND Research full 2020 NAND Research 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. 48:29 no <p>Now that we've seen earnings from all of the tier-one infrastructure players, hosts Steve McDowell &amp; 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. </p> <p>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? </p> <p>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 &amp; loses here? Matt &amp; Steve talk about it. </p> <p>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, &amp; everyone's push against Nvidia for enterprise AI. </p> <p>It's a lot. Skip to your favorite sections: </p> <p>01:42 Infrastructure Market <br> 14:22 HCI Market<br> 24:54 Ampere brings ARM into the Hyperscaled Data Center<br> 34:40 AMD continues its surge forward. Should Intel be worried? <br> 43:38 Matt &amp; Steve's closing thoughts. <br> 48:29 The End. </p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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:

]]> 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:

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