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    <fireside:hostname>web01.fireside.fm</fireside:hostname>
    <fireside:genDate>Sat, 16 May 2026 23:03:26 -0500</fireside:genDate>
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    <title>DataCentric - Episodes Tagged with “Huawei”</title>
    <link>https://www.datacentricpodcast.com/tags/huawei</link>
    <pubDate>Tue, 25 Feb 2020 15:00:00 -0500</pubDate>
    <description>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.
</description>
    <language>en-us</language>
    <itunes:type>episodic</itunes:type>
    <itunes:subtitle>Enterprise IT Trends and Technologies</itunes:subtitle>
    <itunes:author>NAND Research </itunes:author>
    <itunes:summary>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.
</itunes:summary>
    <itunes:image href="https://media24.fireside.fm/file/fireside-images-2024/podcasts/images/4/49c95f4a-40c5-46ff-817f-e7236a4b5a56/cover.jpg?v=7"/>
    <itunes:explicit>no</itunes:explicit>
    <itunes:keywords>datacenter, technology, enterprise, IT, storage, servers, convergence, hyperconverged, infrastructure, HCI, composable infrastructure, enterprise compute, information technology, data, observability, cybersecurity, AI</itunes:keywords>
    <itunes:owner>
      <itunes:name>NAND Research </itunes:name>
      <itunes:email>datacentric@nand-research.com</itunes:email>
    </itunes:owner>
<itunes:category text="Technology"/>
<itunes:category text="News">
  <itunes:category text="Tech News"/>
</itunes:category>
<itunes:category text="News">
  <itunes:category text="Business News"/>
</itunes:category>
<item>
  <title>Edge Computing: New Announcements from DELL &amp; HPE + News!</title>
  <link>https://www.datacentricpodcast.com/205</link>
  <guid isPermaLink="false">1af0d496-b89e-4db5-92d1-fc4ba17f251e</guid>
  <pubDate>Tue, 25 Feb 2020 15:00:00 -0500</pubDate>
  <author>NAND Research </author>
  <enclosure url="https://dts.podtrac.com/redirect.mp3/aphid.fireside.fm/d/1437767933/49c95f4a-40c5-46ff-817f-e7236a4b5a56/1af0d496-b89e-4db5-92d1-fc4ba17f251e.mp3" length="70224640" type="audio/mp3"/>
  <itunes:episodeType>full</itunes:episodeType>
  <itunes:season>2020</itunes:season>
  <itunes:author>NAND Research </itunes:author>
  <itunes:subtitle>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 &amp; Strategy technology analysts Matt Kimball and Server McDowell try to figure it all out. </itunes:subtitle>
  <itunes:duration>35:26</itunes:duration>
  <itunes:explicit>no</itunes:explicit>
  <itunes:image href="https://media24.fireside.fm/file/fireside-images-2024/podcasts/images/4/49c95f4a-40c5-46ff-817f-e7236a4b5a56/cover.jpg?v=7"/>
  <description>&lt;p&gt;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 &amp;amp; Strategy technology analysts Matt Kimball and Server McDowell try to figure it all out. &lt;/p&gt;

&lt;p&gt;Timeline: &lt;/p&gt;

&lt;p&gt;04:15 New Edge offerings from Dell Technologies &lt;br&gt;
14:55 Huawei and the Edge &lt;br&gt;
18:25 HPE Proliant Microserver Gen 10&lt;br&gt;
23:24 New Entry-Level EPYC parts from AMD&lt;br&gt;
24:12 Lenovo Earnings&lt;br&gt;
34:29 Tidying Up&lt;/p&gt;
</description>
  <itunes:keywords>datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO</itunes:keywords>
  <content:encoded>
    <![CDATA[<p>Dell Technologies releases new edge products, HPE drops a new micro-server for edge and SMB, and Lenovo announces earnings. What&#39;s it all mean? Where&#39;s it all fit? Moor Insights &amp; Strategy technology analysts Matt Kimball and Server McDowell try to figure it all out. </p>

<p>Timeline: </p>

<p>04:15 New Edge offerings from Dell Technologies <br>
14:55 Huawei and the Edge <br>
18:25 HPE Proliant Microserver Gen 10<br>
23:24 New Entry-Level EPYC parts from AMD<br>
24:12 Lenovo Earnings<br>
34:29 Tidying Up</p><p>Links:</p><ul><li><a title="Dell Introduces New Edge Products" rel="nofollow" href="https://www.datacenterknowledge.com/dell-emc/dell-intros-new-micro-data-center-server-software-edge-computing">Dell Introduces New Edge Products</a></li><li><a title="Lenovo Delivers Record Earnings" rel="nofollow" href="https://www.crn.com/news/data-center/lenovo-software-and-services-hit-1-billion-mark-as-pc-sales-surge">Lenovo Delivers Record Earnings</a></li><li><a title="AMD Expand EPYC Lineup" rel="nofollow" href="https://www.anandtech.com/show/15528/amd-expands-epyc-lineup-with-epyc-7662-epyc-7532-cpus">AMD Expand EPYC Lineup</a></li></ul>]]>
  </content:encoded>
  <itunes:summary>
    <![CDATA[<p>Dell Technologies releases new edge products, HPE drops a new micro-server for edge and SMB, and Lenovo announces earnings. What&#39;s it all mean? Where&#39;s it all fit? Moor Insights &amp; Strategy technology analysts Matt Kimball and Server McDowell try to figure it all out. </p>

<p>Timeline: </p>

<p>04:15 New Edge offerings from Dell Technologies <br>
14:55 Huawei and the Edge <br>
18:25 HPE Proliant Microserver Gen 10<br>
23:24 New Entry-Level EPYC parts from AMD<br>
24:12 Lenovo Earnings<br>
34:29 Tidying Up</p><p>Links:</p><ul><li><a title="Dell Introduces New Edge Products" rel="nofollow" href="https://www.datacenterknowledge.com/dell-emc/dell-intros-new-micro-data-center-server-software-edge-computing">Dell Introduces New Edge Products</a></li><li><a title="Lenovo Delivers Record Earnings" rel="nofollow" href="https://www.crn.com/news/data-center/lenovo-software-and-services-hit-1-billion-mark-as-pc-sales-surge">Lenovo Delivers Record Earnings</a></li><li><a title="AMD Expand EPYC Lineup" rel="nofollow" href="https://www.anandtech.com/show/15528/amd-expands-epyc-lineup-with-epyc-7662-epyc-7532-cpus">AMD Expand EPYC Lineup</a></li></ul>]]>
  </itunes:summary>
</item>
<item>
  <title>News Round-Up:  RedHat Summit, Pure Accelerate, Dell's EPYC Server, </title>
  <link>https://www.datacentricpodcast.com/128</link>
  <guid isPermaLink="false">e57fa9cc-643b-40ab-8fba-d410800013a4</guid>
  <pubDate>Wed, 25 Sep 2019 16:00:00 -0400</pubDate>
  <author>NAND Research </author>
  <enclosure url="https://dts.podtrac.com/redirect.mp3/aphid.fireside.fm/d/1437767933/49c95f4a-40c5-46ff-817f-e7236a4b5a56/e57fa9cc-643b-40ab-8fba-d410800013a4.mp3" length="42436986" type="audio/mp3"/>
  <itunes:episodeType>full</itunes:episodeType>
  <itunes:season>2019</itunes:season>
  <itunes:author>NAND Research </itunes:author>
  <itunes:subtitle>A catch-up podcast as Matt &amp; 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.</itunes:subtitle>
  <itunes:duration>44:12</itunes:duration>
  <itunes:explicit>no</itunes:explicit>
  <itunes:image href="https://media24.fireside.fm/file/fireside-images-2024/podcasts/images/4/49c95f4a-40c5-46ff-817f-e7236a4b5a56/cover.jpg?v=7"/>
  <description>&lt;p&gt;A catch-up podcast as Moor Insights &amp;amp; Strategy technology analysts Matt Kimball &amp;amp; Steve McDowell run through a very news-filled September.  The guys recap Red Hat Summit, Pure Accelerate, and also hit product announcements from Dell EMC, IBM, and Huawei, bemoan the dwindling quality of conference SWAG, and more. Much, much, more: &lt;/p&gt;

&lt;p&gt;Red Hat might be owned by IBM, but its about helping enterprises manage digital transformation, focused on where "opportunity and innovation intersect".   Steve's a little dense on this topic, and Matt helps him understand what Red Hat's up to.&lt;/p&gt;

&lt;p&gt;Pure Storage holds its annual conference in Austin, where they announce new products and supplement others. It's all about delivering a consistent data-driven expeirence to enteprises, and IT practitioners seem to be on-board.  We also talk about partying back-stage with Weezer.  &lt;/p&gt;

&lt;p&gt;Beyond that, there are Optane-related storage announcements from Dell and Oracle, while Huawei releases the highest-capacity flash array in the world.  &lt;/p&gt;

&lt;p&gt;Times: &lt;br&gt;
00:00   Start!&lt;br&gt;
01:45   Red Hat Summit - Digital Tranformation!&lt;br&gt;
14:40   Pure Accelerate (and Weezer!) - New QLC Flash Array, Optane Caching, Consumption-Based, Cloud Volumes!&lt;br&gt;
26:20   Huawei Ships the Worlds Largest All Flash Storage Array&lt;br&gt;
28:40   IBM Ships a Really Fast Storage Array for MainFrame&lt;br&gt;
31:00   Dell updates its PowerMax storage with Optane persistent memory for both read &amp;amp; write.&lt;br&gt;
35:40   Oracle also puts Optane in a storage box, if you want to buy an Oracle box.&lt;br&gt;&lt;br&gt;
36:30   Dell puts AMD's Epyc Rome CPU in a couple of new servers &lt;br&gt;
42:25   Where are the guys focused over the next few weeks? &lt;/p&gt;
</description>
  <itunes:keywords>datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO, Red Hat, Pure Storage, Dell EMC, Huawei, Oracle, AMD,</itunes:keywords>
  <content:encoded>
    <![CDATA[<p>A catch-up podcast as Moor Insights &amp; Strategy technology analysts Matt Kimball &amp; Steve McDowell run through a very news-filled September.  The guys recap Red Hat Summit, Pure Accelerate, and also hit product announcements from Dell EMC, IBM, and Huawei, bemoan the dwindling quality of conference SWAG, and more. Much, much, more: </p>

<p>Red Hat might be owned by IBM, but its about helping enterprises manage digital transformation, focused on where &quot;opportunity and innovation intersect&quot;.   Steve&#39;s a little dense on this topic, and Matt helps him understand what Red Hat&#39;s up to.</p>

<p>Pure Storage holds its annual conference in Austin, where they announce new products and supplement others. It&#39;s all about delivering a consistent data-driven expeirence to enteprises, and IT practitioners seem to be on-board.  We also talk about partying back-stage with Weezer.  </p>

<p>Beyond that, there are Optane-related storage announcements from Dell and Oracle, while Huawei releases the highest-capacity flash array in the world.  </p>

<p>Times: <br>
00:00   Start!<br>
01:45   Red Hat Summit - Digital Tranformation!<br>
14:40   Pure Accelerate (and Weezer!) - New QLC Flash Array, Optane Caching, Consumption-Based, Cloud Volumes!<br>
26:20   Huawei Ships the Worlds Largest All Flash Storage Array<br>
28:40   IBM Ships a Really Fast Storage Array for MainFrame<br>
31:00   Dell updates its PowerMax storage with Optane persistent memory for both read &amp; write.<br>
35:40   Oracle also puts Optane in a storage box, if you want to buy an Oracle box.<br><br>
36:30   Dell puts AMD&#39;s Epyc Rome CPU in a couple of new servers <br>
42:25   Where are the guys focused over the next few weeks? </p>]]>
  </content:encoded>
  <itunes:summary>
    <![CDATA[<p>A catch-up podcast as Moor Insights &amp; Strategy technology analysts Matt Kimball &amp; Steve McDowell run through a very news-filled September.  The guys recap Red Hat Summit, Pure Accelerate, and also hit product announcements from Dell EMC, IBM, and Huawei, bemoan the dwindling quality of conference SWAG, and more. Much, much, more: </p>

<p>Red Hat might be owned by IBM, but its about helping enterprises manage digital transformation, focused on where &quot;opportunity and innovation intersect&quot;.   Steve&#39;s a little dense on this topic, and Matt helps him understand what Red Hat&#39;s up to.</p>

<p>Pure Storage holds its annual conference in Austin, where they announce new products and supplement others. It&#39;s all about delivering a consistent data-driven expeirence to enteprises, and IT practitioners seem to be on-board.  We also talk about partying back-stage with Weezer.  </p>

<p>Beyond that, there are Optane-related storage announcements from Dell and Oracle, while Huawei releases the highest-capacity flash array in the world.  </p>

<p>Times: <br>
00:00   Start!<br>
01:45   Red Hat Summit - Digital Tranformation!<br>
14:40   Pure Accelerate (and Weezer!) - New QLC Flash Array, Optane Caching, Consumption-Based, Cloud Volumes!<br>
26:20   Huawei Ships the Worlds Largest All Flash Storage Array<br>
28:40   IBM Ships a Really Fast Storage Array for MainFrame<br>
31:00   Dell updates its PowerMax storage with Optane persistent memory for both read &amp; write.<br>
35:40   Oracle also puts Optane in a storage box, if you want to buy an Oracle box.<br><br>
36:30   Dell puts AMD&#39;s Epyc Rome CPU in a couple of new servers <br>
42:25   Where are the guys focused over the next few weeks? </p>]]>
  </itunes:summary>
</item>
<item>
  <title>April 2, 2019: NVIDIA in the DataCenter, Nutanix Everywhere, Open Compute, &amp; more on Huawei</title>
  <link>https://www.datacentricpodcast.com/106</link>
  <guid isPermaLink="false">a413be14-55f2-4354-8b2b-53dec8c08da1</guid>
  <pubDate>Tue, 02 Apr 2019 00:45:00 -0400</pubDate>
  <author>NAND Research </author>
  <enclosure url="https://dts.podtrac.com/redirect.mp3/aphid.fireside.fm/d/1437767933/49c95f4a-40c5-46ff-817f-e7236a4b5a56/a413be14-55f2-4354-8b2b-53dec8c08da1.mp3" length="53686251" type="audio/mp3"/>
  <itunes:episodeType>full</itunes:episodeType>
  <itunes:season>2019</itunes:season>
  <itunes:author>NAND Research </itunes:author>
  <itunes:subtitle>This week Matt &amp; Steve talk about the moves that NVIDIA is making into the data center,a brief wrap-up from Nutanix's investor conference in New York, some light thinking following Matt's first missed Open Compute Summit in a decade, and some non-political discussion on Huawei. </itunes:subtitle>
  <itunes:duration>44:44</itunes:duration>
  <itunes:explicit>no</itunes:explicit>
  <itunes:image href="https://media24.fireside.fm/file/fireside-images-2024/podcasts/images/4/49c95f4a-40c5-46ff-817f-e7236a4b5a56/cover.jpg?v=7"/>
  <description>&lt;p&gt;This week Matt &amp;amp; Steve talk through some of what they learned at recent industry events, including the moves that NVIDIA is making into the data center, some discussion of containers in the enterprise, a brief wrap-up from Nutanix's investor conference in New York, some light-thinking following Matt's first missed Open Compute Summit in a decade, and a bit of non-political discussion on Huawei. &lt;/p&gt;

&lt;p&gt;If you follow Data Center technology, as well as the players behind the what's happening, you'll be in good company with Matt KImball and Steve McDowell from Moor Insights &amp;amp; Strategy and the DataCentric Podcast. &lt;/p&gt;

&lt;h3&gt;Timeline&lt;/h3&gt;

&lt;p&gt;00:30 - 08:00  NVIDIA GTC Wrap-Up:  NVIDIA heads into the Enterprise&lt;br&gt;
08:00 - 11:00   Impact of Containers on Data Center management frameworks&lt;br&gt;
11:00 - 21:20    Nutanix Investor Day Wrap-Up: NTNX takes aim&lt;br&gt;
21:20 - 30:00   Open Compute Summit: Why it still matters. &lt;br&gt;
30:00 - 42:30  Huawei: A Serious Player, despite all the geopolitical noise around the company &lt;br&gt;
42:30 - 44:44  Senseless Banter&lt;/p&gt;
</description>
  <itunes:keywords>NVIDIA, Containers, Nutanix, Open Compute, OCP, Huawei, IT, Data Center, IT, GTC, NTNX, Amazon, AWS, Azure</itunes:keywords>
  <content:encoded>
    <![CDATA[<p>This week Matt &amp; Steve talk through some of what they learned at recent industry events, including the moves that NVIDIA is making into the data center, some discussion of containers in the enterprise, a brief wrap-up from Nutanix&#39;s investor conference in New York, some light-thinking following Matt&#39;s first missed Open Compute Summit in a decade, and a bit of non-political discussion on Huawei. </p>

<p>If you follow Data Center technology, as well as the players behind the what&#39;s happening, you&#39;ll be in good company with Matt KImball and Steve McDowell from Moor Insights &amp; Strategy and the DataCentric Podcast. </p>

<h3>Timeline</h3>

<p>00:30 - 08:00  NVIDIA GTC Wrap-Up:  NVIDIA heads into the Enterprise<br>
08:00 - 11:00   Impact of Containers on Data Center management frameworks<br>
11:00 - 21:20    Nutanix Investor Day Wrap-Up: NTNX takes aim<br>
21:20 - 30:00   Open Compute Summit: Why it still matters. <br>
30:00 - 42:30  Huawei: A Serious Player, despite all the geopolitical noise around the company <br>
42:30 - 44:44  Senseless Banter</p>]]>
  </content:encoded>
  <itunes:summary>
    <![CDATA[<p>This week Matt &amp; Steve talk through some of what they learned at recent industry events, including the moves that NVIDIA is making into the data center, some discussion of containers in the enterprise, a brief wrap-up from Nutanix&#39;s investor conference in New York, some light-thinking following Matt&#39;s first missed Open Compute Summit in a decade, and a bit of non-political discussion on Huawei. </p>

<p>If you follow Data Center technology, as well as the players behind the what&#39;s happening, you&#39;ll be in good company with Matt KImball and Steve McDowell from Moor Insights &amp; Strategy and the DataCentric Podcast. </p>

<h3>Timeline</h3>

<p>00:30 - 08:00  NVIDIA GTC Wrap-Up:  NVIDIA heads into the Enterprise<br>
08:00 - 11:00   Impact of Containers on Data Center management frameworks<br>
11:00 - 21:20    Nutanix Investor Day Wrap-Up: NTNX takes aim<br>
21:20 - 30:00   Open Compute Summit: Why it still matters. <br>
30:00 - 42:30  Huawei: A Serious Player, despite all the geopolitical noise around the company <br>
42:30 - 44:44  Senseless Banter</p>]]>
  </itunes:summary>
</item>
<item>
  <title>March 18 2019: Inside the latest Server &amp; Storage Numbers + Recent DataCenter News</title>
  <link>https://www.datacentricpodcast.com/105</link>
  <guid isPermaLink="false">ab9824fe-d97c-4c0c-8fb3-04969c9852be</guid>
  <pubDate>Mon, 18 Mar 2019 13:00:00 -0400</pubDate>
  <author>NAND Research </author>
  <enclosure url="https://dts.podtrac.com/redirect.mp3/aphid.fireside.fm/d/1437767933/49c95f4a-40c5-46ff-817f-e7236a4b5a56/ab9824fe-d97c-4c0c-8fb3-04969c9852be.mp3" length="29596860" type="audio/mp3"/>
  <itunes:episodeType>full</itunes:episodeType>
  <itunes:season>2019</itunes:season>
  <itunes:author>NAND Research </itunes:author>
  <itunes:subtitle>The latest server and storage market numbers are out, and there are some big winners. And some big losers.  Matt &amp; Steve go all "inside-baseball" and talk about what it all means. They also touch on recent news around NVIDIA's Mellanox acquisition, Intel's CXL consortium, and the momentum of the Chinese technology providers. </itunes:subtitle>
  <itunes:duration>41:06</itunes:duration>
  <itunes:explicit>no</itunes:explicit>
  <itunes:image href="https://media24.fireside.fm/file/fireside-images-2024/podcasts/images/4/49c95f4a-40c5-46ff-817f-e7236a4b5a56/cover.jpg?v=7"/>
  <description>&lt;p&gt;The latest server and storage market numbers are out, and there are some big winners. And some big losers.  Matt &amp;amp; Steve go all "inside-baseball" and talk about what it all means. They also touch on recent news around NVIDIA's Mellanox acquisition, Intel's CXL consortium, and the momentum of the Chinese technology providers. &lt;/p&gt;

&lt;p&gt;01:30  IDC Releases 4Q2018 Server Market Numbers&lt;br&gt;
06:08 What's it mean for the HyperScalers?&lt;br&gt;
10:10  What's happening with Huawei?&lt;br&gt;
11:55  Lenovo Data Center team is on fire&lt;br&gt;
14:14  Is there a real slow-down in the server market? Or are we waiting on new parts?&lt;br&gt;
17:50 IDC Releases 4Q2018 Storage Market Numbers&lt;br&gt;
21:30 Hitachi and Storage&lt;br&gt;
23:30 Can you pick the storage market winner from Hardware sales numbers?&lt;br&gt;
24:50 Where's Pure Storage? &lt;br&gt;
26:20 How does Capacity-on-Demand factor into how we count storage &amp;amp; servers?&lt;br&gt;
28:40 Units vs Revenue in the Storage Market&lt;br&gt;
31:30 News: Intel CXL Consortium&lt;br&gt;
35:00 News: NVIDIA buys Mellanox&lt;br&gt;
37:40 Wrapping Up: Where are Steve &amp;amp; Matt spending the next few weeks? &lt;/p&gt;
</description>
  <itunes:keywords>Lenovo, Pure Storage, Huawei, Hitachi, IDC, Hyperscale, Intel, NVIDIA, datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO</itunes:keywords>
  <content:encoded>
    <![CDATA[<p>The latest server and storage market numbers are out, and there are some big winners. And some big losers.  Matt &amp; Steve go all &quot;inside-baseball&quot; and talk about what it all means. They also touch on recent news around NVIDIA&#39;s Mellanox acquisition, Intel&#39;s CXL consortium, and the momentum of the Chinese technology providers. </p>

<p>01:30  IDC Releases 4Q2018 Server Market Numbers<br>
06:08 What&#39;s it mean for the HyperScalers?<br>
10:10  What&#39;s happening with Huawei?<br>
11:55  Lenovo Data Center team is on fire<br>
14:14  Is there a real slow-down in the server market? Or are we waiting on new parts?<br>
17:50 IDC Releases 4Q2018 Storage Market Numbers<br>
21:30 Hitachi and Storage<br>
23:30 Can you pick the storage market winner from Hardware sales numbers?<br>
24:50 Where&#39;s Pure Storage? <br>
26:20 How does Capacity-on-Demand factor into how we count storage &amp; servers?<br>
28:40 Units vs Revenue in the Storage Market<br>
31:30 News: Intel CXL Consortium<br>
35:00 News: NVIDIA buys Mellanox<br>
37:40 Wrapping Up: Where are Steve &amp; Matt spending the next few weeks? </p>]]>
  </content:encoded>
  <itunes:summary>
    <![CDATA[<p>The latest server and storage market numbers are out, and there are some big winners. And some big losers.  Matt &amp; Steve go all &quot;inside-baseball&quot; and talk about what it all means. They also touch on recent news around NVIDIA&#39;s Mellanox acquisition, Intel&#39;s CXL consortium, and the momentum of the Chinese technology providers. </p>

<p>01:30  IDC Releases 4Q2018 Server Market Numbers<br>
06:08 What&#39;s it mean for the HyperScalers?<br>
10:10  What&#39;s happening with Huawei?<br>
11:55  Lenovo Data Center team is on fire<br>
14:14  Is there a real slow-down in the server market? Or are we waiting on new parts?<br>
17:50 IDC Releases 4Q2018 Storage Market Numbers<br>
21:30 Hitachi and Storage<br>
23:30 Can you pick the storage market winner from Hardware sales numbers?<br>
24:50 Where&#39;s Pure Storage? <br>
26:20 How does Capacity-on-Demand factor into how we count storage &amp; servers?<br>
28:40 Units vs Revenue in the Storage Market<br>
31:30 News: Intel CXL Consortium<br>
35:00 News: NVIDIA buys Mellanox<br>
37:40 Wrapping Up: Where are Steve &amp; Matt spending the next few weeks? </p>]]>
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