This is a wide-ranging conversation covering everything from AMD and ARM in the server market, alternative processor architectures, supply chain, PCIe 5.0, and even some of the goings-on at this month's Consumer Electronics Show.

00:00 Start the show!
01:40 The Server Market: AMD Server market share numbers, Intel's current situation, and the impact of supply chain disruptions
10:38 AMD and Intel introduce new client parts: how much of this bleeds over into the server space?
17:33 ARM in the Server Market: Is this just a hyperscaler phenomia? Will we see expansion in 2022?
27:50 Where does RISC-V Play?
30:40 Disrupting storage: VAST Data, PCIe 5, and does CXL-attached memory supplant Intel Optane?
36:19 Consumption-based infrastructure in 2022
38:24 Over-and-Out

This episode goes deep into the value that Arm9 and Neoverse bring to data center workloads, as hosts Matt Kimball and Steve McDowell talk with Arm's Brian Jeff, Senior Director of Product Management for Arm's infrastructure business.

The group has a wide-ranging conversation about what's motivated some of the architectural enhancements delivered in Arm9, the shifting enterprise landscape, and where Neoverse fits into it all.

Special Guest: Brian Jeff.

Links:

• Matt's Forbes Column on the Arm Neoverse Launch — Arm’s Neoverse microarchitecture focuses on supporting the needs of the datacenter, This includes everything from high throughput switching to low power radio access networks, from general-purpose computing to high-performance computing (HPC) and artificial intelligence (AI). Think of Neoverse as taking the underlying ArmV9 architecture and tailoring it for the datacenter through modifications and specific instructions.

What's it mean for the enterprise server market overall? And how is 2021 starting to shape up? Hosts Matt Kimball and Steve McDowell talk about it on this episode of DataCentric.

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.

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!

01:50 Is the VMWare multi-core license change really a big deal?
06:40 Intel Earnings recap
09:30 AMD Earnings
11:35 Lisa Su joins Cisco's board + what's going on with Cisco's server business?
16;42 What are Google, Amazon, and Microsoft's earnings tell us about the state of the cloud market?
19:26 Thinking about Cloud & On-Prem As-a-Service
24:07 That's a wrap!

Links:

• Cisco Appoints Dr Lisa Su to the BoD — Cisco Systems, Inc. appointed AMD CEO Dr. Lisa Su to its board of directors on Monday, January 27th. What does this mean for Cisco? And how does AMD benefit from this appointment? This quick take will attempt to answer these questions and more.
• What AMD and Intel numbers tell us about the DataCenter Business — Earnings season is in full swing—both AMD and Intel announced 4th quarter (and annual) results recently. Both companies claimed strong quarters with robust growth. The following few paragraphs will attempt to dissect those numbers in a little more detail and provide some guidance on what these numbers say about the 2020 business outlook.

02:21 Silicon Architecture is no longer a buying critera for servers -- it's all about matching capabilities to workloads (whether x86 or ARM)
09:50 The Public Cloud providers will begin a cycle of acquistions to move their offerings up-the-stack.
19:30 The big OEMs will stop talking about servers and storage and instead both double-down on consumption-based compute models, and deliver more workload-specific solution stacks.
28:20 It's not the year of edge (yet), but 5G is deploying and it will be the year that Edge impacts IT planning for the following years.
35:46 The End!

00:50 Silicon is Sexy Again! Whether we're talking about AMD, ARM, Ampere, NVIDIA, Intel, or one of the emerging players, we're talking about chips.
03:13 The Year of AI Enablement, both applications & inference, with a coming battle for the inference market
05:38 OEMs are Moving to Solution Sales & Application Stacks
08:30 There's a Fight Brewing for On-Prem As-as-Service
13:45 Kubernetes dominated the headlines, but is it here to stay?
16:25 More as-a-service, as we dig deeper into consumption based computing
21:22 The End.

There's also chip news as AMD delivers a stellar quarter, Intel has a benchmark oops (and then recovers), and lots of discussion of ARM and Edge. Join us for our unique perspective.

Times:
00:00 Microsoft Ignite: Azure News
13:24 AMD’s stellar quarter
19:00 Intel’s Benchmark Oops
24:35 VMWorld Europe
27:00 ARM at the Edge & in the Datacenter
32:00 NVIDIA GTC DC + NV at the Edge
46:43 That's all!

Links:

• Five most significant announcements from Microsoft Ignite
• VMWorld Europe Announcements
• AMD Earnings
• Intel's Misleading Benchmarks?

Here's a general timeline for the discussion, though the topics overlap, so you owe it to yourself to listent to the entire thing.

00:00 Intros
02:20 Big Themes & Announcements from TechCon
03:50 Patrick's views of TechCon from a server, storage, and networking perspective
06:00 ARM at the Edge
10:30 ARM in the Server Market
14:05 ARM in the HPC and other Server-Adjacent Spaces
17:28 ARM in power and performance hungry applications
22:00 Does OpenPOWER and IBM's recent Open Sourcing moves matter?
24:10 Does heated AMD/Intel competition open the door for ARM to gain traction against those players?
27:17 What's Patrick Kennedy and Serve the Home looking forward to in 2020
32:20 Let's talk about Inspur & "Inspur-like" players
38:00 What's Serve the Home doing Differently in the review space?
41:00 Overarching takeaways

Special Guest: Patrick Kennedy.

Links:

• Serve the Home

Even in the face of an uncertain server market, Dell Technologies released positive earnings. Matt & Steve go into thiose

Is Nutanix heading towards the rocks, or just experiencing natural transition pains? Nutanix also relased earnings, which weren't postive. Do down earnings and the loss of a key executive point to Nutanix heading towards the rocks? Or are we just watching a painful transition to a new business model? Only time will really tell, but Steve & Matt talk about it anyway!

Computex is very consumer focused, but there was drama on the AMD/Intel front, as the x86 CPU wars are heating up. Intel takes exception to AMD's claims of 2X performance on some supercomputer numbers, while AMD goes big in HPC. Matt also gives us an explanation of what's really happening when AMD says that they're cutting off x86 "technology transfer" to it's China JV.

All that, and Steve's thinking about starting a Twitch feed that highlights his tractor -- a real life video game.

Timeline:

01:10 Apple World Wide Developers Conference -- anything for IT? (hint: not really)
02:50 Inside IDC Server Market Numbers
12:00 Inside Dell Technologies Earnings Numbers
15:20 Let's talk about Nutanix's earnings and outlook
24:55 Computex: AMD, Intel, and more
38:33 Steve's Twitch Channel -- available soon
41:10 That's a wrap!

What's all of this Intel news mean to AMD? Matt & Steve talk about it, along with some other recent news items from the storage world.

More critically, Matt contemplates trading in his Windows laptop for a Macbook, while Steve wonders if it's really OK to hope that his kid's team loses early in this weekend's tournamont (don't judge).

02:10 Intel’s DataCentric Innovation Day — Cascade Lake & Optane
09:25 Intel’s DataCentric Innovation Day — Optane Persistent Memory
24:20 Where Does AMD Fit in the New Cascade Lake/Optane World?
31:00 Excelero & Lenovo Data Systems
34:22 Pure Storage Acquires CompuVerde

36:00 Shoud Matt buy a Mac?
42:46 Twenty Years since Network Engines
46:17 IDC Converged Infrastructure Numbers are Out
48:42 Is it ok to root for you kid’s ball team to lose?

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

00:46 News: CES, IBM Quantum Computing, & Huawei builds a server ARM part
03:20 Trend: ARM in the DataCenter? It certainly seems to be getting traction, but is it real?
05:46 Trend: Is Cloud Storage maturing in 2019?
09:16 Trend: Edge Computing, micro-datacenters in the wilderness
12:14 Trend: AI a mainstream enterprise workload? Probaby not. At least right now.
15:24 Trend: The continuing march toward insane densities, storage and compute.
18:15 Trend: AMD in the datacenter? We won't make a prediction, but watch these guys.
21:40 Trend: Lenovo is a serious datacenter player.
27:20 Wrapping up: Where are Matt & Steve heading over the next few weeks? IBM THINK, for one.