Episode | May 27th, 2020 | Season 2020 | 30 mins 54 secs
amd, earnings, enteprise it, hpe, lenovo, nvidia, server
It's a strange time for infrastructure companies as we start seeing the first full-quarter earnings in this COVID-19 world. Hewlett Packard Enterprise & Lenovo are first up, and we're learning from them how to think about this market. At the same time, AMD's EPYC server CPU continues to gain traction, with new wins in HCI and Deep Learning. Join Matt & Steve as they digest it all.
Episode | February 25th, 2020 | Season 2020 | 35 mins 26 secs
amd, dell technologies, earnings, edge computing, hpe, huawei, lenovo
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 & Strategy technology analysts Matt Kimball and Server McDowell try to figure it all out.
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 | August 21st, 2019 | Season 2019 | 32 mins 25 secs
amd, earnings, epyc, lenovo, processor, server
Moor Insights & Strategy analysts Matt Kimball & Steve McDowell are back from their various summer adventures and are easing back into the podcast saddle by asking the question: Is AMD's new Rome server part really "all that"? Should IT buyers care? And if you do, should you buy a server from Lenovo, who's continuing a stellar run of solid execution? All that, and more, on the newest DataCentric.
May 28, 2019: Earnings Extravaganza! HPE! Pure Storage! NetApp! Plus China, Huawei, Lenovo, and More!
Episode | May 28th, 2019 | Season 2019 | 42 mins 16 secs
earnings, hewlett packard enterprise, hpe, lenovo, netapp, pure storage
Last week was a big week for earnings, with Hewlett Packard Enterprise beating the street and providing some intriguing commentary in their conference call, Pure Storage misses its number while putting up great growth, and NetApp is clearly struggling. All that, and discussion of China, Lenovo, Huawei, and more.
Episode | May 23rd, 2019 | Season 2019 | 55 mins 38 secs
conference, lenovo, lenovo data center
Recorded live from Lenovo Accelerate in Orlando, FLA, hosts Matt Kimball and Steve McDowell wrap up their coverage of the event. They talk servers, storage, edge, networking, Lenovo's place in the world, and touch on the overall vibe of the event.
Episode | May 14th, 2019 | Season 2019 | 19 mins 41 secs
cloud, hci, lenovo, lenovo accelerate, sdi
We're podcasting live from Lenovo Accelerate in Orlando. Today Matt and Steve are joined by Shekhar Mishra, Director of Product Marketing for Software Defined Datacenter at Lenovo, and Patrick Moorhead, founder and principal analyst at Moor Insights & Strategy. The group talks about the impact of software-defined infrastructure, HCI, and cloud on enterprise IT.
Episode | May 14th, 2019 | Season 2019 | 12 mins 13 secs
conference, lenovo, lenovo data center
Lenovo's data center group is on fire, outgrowing the market. Lenovo Accelerate is the company's premier event for its enterprise customers -- hosts Steve McDowell and Matt Kimball from Moor Insights & Strategy talk about what they learned at the kick-off, and what they hope to learn over their next three days in Orlando.
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.