00:00 Let's start
03:01 Arm-based processors in the cloud: where's it going? Does it impact Arm server adoption? Will there be Arm-based general purpose servers?
14:15 Forget about Arm, what about AMD? Will they hit 15% server share in 2021?
18:15 Intel has had a monopoly in the nascent 3D XPOINT (Intel Optane) business, despite co-inventing the technology with Micron. Does that change in 2021?
20:50 Nutanix gained new private equity backing in 2020, changing CEOs, and positioning itself for.... something... in 2021. One of our hosts think its an HPE acquistion.
25:31 How impactful will the various OEM's as-a-service offerings be in 2021? Let the boys tell you.
30:20 A contrary prediction about the future of Nvidia's quest to absorb Arm
35:37 In-person conferences will come roaring back. Or not.

That's it! Tune in wherever you find podcasts.

Andy Walls, IBM Fellow and IBM's CTO for its flash storage products, takes us through the big impactors affecting the flash storage industry, We hit on everything: QLC, NVMe-over-fabric, Server-Class Memory, and much more.

00:00 Introductions
02:07 The role of QLC flash in enterprise storage & overcoming its inherent limitations
12:55 Where does Server Class Memory fit?
17:44 NVMe-over-Fabric changes the interconnect game
21:21 Disaggregated storage: are the days of traditional block storage arrays numbered?
23:55 How is Storage for Mainfames different?, Steve asks from a position of ignorance
26:28 Impactful emerging technologies: CXL bus, Computational Storage,
32:00 Does storage need to change to support Quantum Computing?

Special Guest: Andy Walls.

• Spectrum Protect Plus enhancements for containers in production.
• Spectrum Scale container-native storage access for Red Hat OpenShift.
• Spectrum Discover now has deeper integration with Red Hat Openshift Container Storage & IBMB Cloud Digest Storage File Access
• Vmware vSphere 7 support for end-to-end NVMe
• Increased capacity for SCM in the FlashSystem 7200 & 9200 series

IBM also announced a longer-term vision for container-native data management.

There's a lot to digest, and IBM's Eric Herzog and Sam Werner join host Steve McDowell to talk through what was announced, and how IBM sees the challenges in today's hybrid-multicloud world.

Special Guests: Eric Herzog and Sam Werner.

Intel delivered solid numbers, but were punished by both guidance and disclosure of some execution problems in rolling out its next generation, 7nm, processors. Solid numbers for the quarter none-the-less, with a surprising bright spot in Intel's NSG memory group.

AMD, who has become a solid competitor to Intel across nearly every segment, is firing on all cylindars, expecially in the DataCentric Server world.

All while IBM seems to be finding its groove with freshman CEO Arvind Krishna, as IBM's Cloud and Red Hat businesses are standouts. IBM Z-series and Storage also remain particularly strong.

All of this, and more, on this episode of DataCentric

00:00 - Let's kick it off!
01:21 - Intel Earnings Analysis
20:08 - AMD Earnings Discussion
43:38 - IBM Earnings
57:34 - See you Next Time!

Matt Kimball is away this week on special assignment.

Special Guest: Eric Herzog.

Links:

• Overview of IBM Storage Announcements (IBM)
• IBM Storage Announcement Coverage, with comments by Steve McDowell

We bring in IBM's Storage group CMO Eric Herzog to tell us all about the new storage offerings. For Eric, it's all about Applications, Workloads, and Use Cases, but with a strong focus on data protection and Big Data/AI. Keeping with that theme, IBM Storage releases a massive update to its Spectrum Discover tool for big data and AI, which now supports a broad swath of third-party storage solutions, while IBM Spectrum Protect Plus takes on new cloud capabilties. There's more, but you need to tune in and let Eric tell you all about it.

And did you know that IBM used to have a corporate song? Of course you did. Given the strong IBM slant on this podcast, we'll close out with a rendition that we snagged from IBM's corporate archive site.

Listen in!

Times

00:30 IBM Closes the Red Hat acquistion
07:10 IBM Releases new Storage Offerings
09:35 IBM Storage CMO Eric Herzog joins to talk about what IBM is releasing today
23:09 IIAR industry analyst awards
25:43 IBM's traditional corporate song: Ever Onward!

Special Guest: Eric Herzog.

IBM Storage is laser focused on delivering storage technologies (hardware and software solutions) against four of the most impactful IT trends:

1. Hybrid Multi-Cloud
2. Storage for AI and Big Data
3. Cyber Resiliancy
4. Modern Data Protection

Beyond this, we talk about IBM's NVMe and NVMe-over-fabric story, and Eric tells us why IBM designs their own flash modules.

If you touch storage at all (and look at those four trends listed above -- you touch storage whether you think you do or not), then tune in and and hear what Eric has to say.

You can find Eric on twitter @zoginstor and linkedin at @erherzog

You can Steve McDowell on twitter at @srmcdowell, Matt Kimball at @MattKimball_MIS, and, of course, Moor Insights & Strategy at @MoorInsStrat.

Special Guest: Eric Herzog.

Lenovo announced earnings, where the company delivered double-digit growth in its enteprise business, with a surprising confession that it might have hit triple digits in North America. At the same time, Hewlett Packard Enterprise's earnings showed that (for HPE) the future is all about converged infrastructure, where its HCI business grew a whopping 70%. What's it all mean? Matt & Steve puzzle that out.

There's also news of ARM Holdings delivering a new enterprise-class server and edge core. Does that mean that Linus is wrong, and ARM has a future in server?

All that, plus the fellows inadvertantly learn that if you record outside on an unseasonably warm day in March, even with a directional microphone, that the birds will have their say.