Episode | August 3rd, 2020 | Season 2020 | 51 mins 50 secs
amd, cio, earnings, ibm, intel, quarterly
Earnings for 2Q have started rolling in, with IBM, AMD, and Intel all early reporters from the Data Center world. There's solid financial news for all three, but each with different industry-level impacts. Hosts Matt Kimball & Steve McDowell, both from Moor Insights & Strategy, talk about what it all means.
Episode | February 6th, 2020 | Season 2020 | 24 mins 8 secs
amazon aws, amd, cisco, earnings, google cloud, intel, microsoft azure, vmware
It's been a busy few weeks on the earnings front, as Intel blows away all estimates, AMD does well enough, and the cloud wars continue to rage with Google Cloud, Amazon AWS, and Microsoft Azure. That, and both VMWare and Cisco are back in the news. What's it all mean? Tune in and find out.
Episode | January 13th, 2020 | Season 2020 | 35 mins 46 secs
5g, acquistions, amazon aws, amd, arm, dell, edge, google cloud, hpe, intel, microsoft azure, x86
It's 2020, and that means a whole new set of predictions for the year! Join Moor Insights & Strategy technology analysts Matt Kimball and Steve McDowell as they discuss what they believe will be the most impactful trends impacting data centers and IT architecture over the coming twelve months.
Episode | January 6th, 2020 | Season 2019 | 21 mins 22 secs
amazon, amd, arm, consumption-based computing, dell, hpe, intel, it, kubernetes, lenovo, trends
It's been an eventful year, but largely one setting chess pieces up for what's to come. Moor Insights & Strategy technology analysts Steve McDowell and Matt Kimball each give their top trends of the past year.
Episode | November 13th, 2019 | Season 2019 | 46 mins 43 secs
ai, amd, arm, edge, ignite, intel, microsoft, nvidia, servers, storage, vmware, vmworld
It's been a busy few weeks as the fall conference season hits its stride. In this episode, Moor Insights & Strategy analysts Matt Kimball and Steve McDowell talk about it all: Microsoft Ignite, VMworld Europe, NVIDIA GTC DC announcements, plus AMD has a stellar quarter, Intel has a benchmark oops, and lots of discussion of ARM and Edge
Episode | October 14th, 2019 | Season 2019 | 43 mins 40 secs
amd, arm, edge, hpc, intel, microprocessor, server, techcon
ARM TechCon 2019 wraps up in San Jose with Patrick Kennedy from Serve the Home joining hosts Matt Kimball and Steve McDowell to talk about what they learned, while providing insight and guidance for how to think about ARM in today's world. This is one for the chip-heads!
June 10, 2019: Quarterly Server Numbers! Dell Tech Earnings! What's happening at Nutanix? And Computex!
Episode | June 10th, 2019 | Season 2019 | 41 mins 10 secs
amd, computex, dell technologies, earnings, intel, nutanix
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. Dell Technologies released positive earnings. Is Nutanix heading towards the rocks, or just experiencing natural transition pains? And was there anything newsworthy out of Computex for the data center crowd (hint: yes)? Hosts Matt Kimball and Steve McDowell delve into it all.
Episode | April 11th, 2019 | Season 2019 | 50 mins
cascade lake, datacenter, enterprise, information technology, intel, it, lenovo, optane, processor, pure storage, servers, storage, xeon
Intel throws a coming-out party for it's new Cascade Lake Xeons and Optane DC Persistent Memory, enabling a whole new slew of high-performance servers, while also setting the stage for a disruption in storage and in-memory compute. Where does AMD fit into this new world? Is there other data center news? Of course! Excelero partners with Lenovo, Pure acquires NAS technology, and Matt contemplates trading in his Windows laptop for a Macbook.
Episode | March 18th, 2019 | Season 2019 | 41 mins 6 secs
cio, composable infrastructure, convergence, data fabric, datacenter, enterprise, hci, hitachi, huawei, hyperscale, idc, information technology, intel, it, lenovo, nvidia, processor, pure storage, servers, storage, technology
The latest server and storage market numbers are out, and there are some big winners. And some big losers. Matt & 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.
Episode | February 8th, 2019 | 28 mins 8 secs
amazon, amd, arm, aws, cio, datacenter, enterprise, information technology, intel, it, lenovo, processor, servers, storage, technology
What's impacting the datacenter in 2019? Hosts Matt Kimball and Steve McDowell, datacenter analysts at Moor Insights & Strategy, talk about it all, from Edge to Cloud to AI and beyond.