app02 Sun, 21 Jun 2026 00:32:18 +0000 Fireside (https://fireside.fm) DataCentric - Episodes Tagged with “Lenovo” https://www.datacentricpodcast.com/tags/lenovo Wed, 27 May 2020 17:00:00 -0400 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. en-us episodic Enterprise IT Trends and Technologies NAND Research 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. no datacenter, technology, enterprise, IT, storage, servers, convergence, hyperconverged, infrastructure, HCI, composable infrastructure, enterprise compute, information technology, data, observability, cybersecurity, AI NAND Research datacentric@nand-research.com Infrastructure Earnings during a Pandemic + AMD EPYC's Continued Traction https://www.datacentricpodcast.com/211 4d637547-1626-4921-bace-2bda0c17bc5e Wed, 27 May 2020 17:00:00 -0400 NAND Research full 2020 NAND Research 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. 30:54 no <p>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 &amp; 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. </p> <p>Join hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights &amp; Strategy, as they digest it all. </p> <p>01:08 Attending Virtual Conferences<br> 05:50 AMD EPYC &amp; HCI and Edge Computiong<br> 08:50 AMD EPYC &amp; Nvidia's New A100 <br> 13:16 We don't talk about HPE Earnings<br> 21:35 Lenovo continues to show strength<br> 30:00 The End.</p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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 hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights & Strategy, as they digest it all.

01:08 Attending Virtual Conferences
05:50 AMD EPYC & HCI and Edge Computiong
08:50 AMD EPYC & Nvidia's New A100
13:16 We don't talk about HPE Earnings
21:35 Lenovo continues to show strength
30:00 The End.

]]> 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 hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights & Strategy, as they digest it all.

01:08 Attending Virtual Conferences
05:50 AMD EPYC & HCI and Edge Computiong
08:50 AMD EPYC & Nvidia's New A100
13:16 We don't talk about HPE Earnings
21:35 Lenovo continues to show strength
30:00 The End.

]]> Edge Computing: New Announcements from DELL & HPE + News! https://www.datacentricpodcast.com/205 1af0d496-b89e-4db5-92d1-fc4ba17f251e Tue, 25 Feb 2020 15:00:00 -0500 NAND Research full 2020 NAND Research 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. 35:26 no <p>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. </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> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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.

Timeline:

04:15 New Edge offerings from Dell Technologies
14:55 Huawei and the Edge
18:25 HPE Proliant Microserver Gen 10
23:24 New Entry-Level EPYC parts from AMD
24:12 Lenovo Earnings
34:29 Tidying Up

Links:

]]> 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.

Timeline:

04:15 New Edge offerings from Dell Technologies
14:55 Huawei and the Edge
18:25 HPE Proliant Microserver Gen 10
23:24 New Entry-Level EPYC parts from AMD
24:12 Lenovo Earnings
34:29 Tidying Up

Links:

]]> Big Trends from 2019 https://www.datacentricpodcast.com/136 9be2cf53-a524-4818-bc27-5850aa88fb74 Mon, 06 Jan 2020 17:00:00 -0500 NAND Research full 2019 NAND Research 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. 21:22 no <p>It's been an eventful year, but largely one setting chess pieces up for what's to come. Moor Insights &amp; Strategy technology analysts Steve McDowell and Matt Kimball each give their top trends of the past year. Not to spoil it, but you can jump directly to the topics from the timeline below: </p> <p>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.<br> 03:13 The Year of AI Enablement, both applications &amp; inference, with a coming battle for the inference market<br> 05:38 OEMs are Moving to Solution Sales &amp; Application Stacks<br> 08:30 There's a Fight Brewing for On-Prem As-as-Service<br> 13:45 Kubernetes dominated the headlines, but is it here to stay? <br> 16:25 More as-a-service, as we dig deeper into consumption based computing<br> 21:22 The End. </p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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. Not to spoil it, but you can jump directly to the topics from the timeline below:

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.

]]> 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. Not to spoil it, but you can jump directly to the topics from the timeline below:

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.

]]> AMD Releases an Epyc ROME while Lenovo delivers very nice earnings https://www.datacentricpodcast.com/124 447faaa5-790b-4f40-8a00-39f80e29d328 Wed, 21 Aug 2019 14:00:00 -0400 NAND Research full 2019 NAND Research 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. 32:25 no <p>Moor Insights &amp; Strategy analysts Matt Kimball &amp; 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. </p> <p>00:00 AMD's EPYC Rome server launch: How does it stack up? Is Intel really being threatened? <br> 21:30 Lenovo released very solid earnings for last quarter, continuing an impressive run of datacenter growth. Let's talk about that. <br> 32:24 The End. </p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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.

00:00 AMD's EPYC Rome server launch: How does it stack up? Is Intel really being threatened?
21:30 Lenovo released very solid earnings for last quarter, continuing an impressive run of datacenter growth. Let's talk about that.
32:24 The End.

]]> 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.

00:00 AMD's EPYC Rome server launch: How does it stack up? Is Intel really being threatened?
21:30 Lenovo released very solid earnings for last quarter, continuing an impressive run of datacenter growth. Let's talk about that.
32:24 The End.

]]> May 28, 2019: Earnings Extravaganza! HPE! Pure Storage! NetApp! Plus China, Huawei, Lenovo, and More! https://www.datacentricpodcast.com/116 34e4041c-97cd-493b-858a-44796f53ad40 Tue, 28 May 2019 00:00:00 -0400 NAND Research full 2019 NAND Research 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. 42:16 no <p>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 numbers, and NetApp is clearly struggling. All that, along with good discussion of Lenovo, plus grossly uneducated musings on China &amp; Huawei. </p> <p>Looking to jump to the part you're interested in? Here's where things line up: </p> <p>1:00 Themes across all earnings: this there an elongation of the enteprise sales cycle? What's it really mean?<br> 3:00 HPE Earnings: Cray Acquistion, Edge, Servers, Storage, Software Defined, GreenLake<br> 14:50 NetApp Earnings: we continue to be bearish, unless they go deeper with Lenovo<br> 23:40 Pure Storage Earnings: Don’t be fooled — their earnings don’t reflect their momentum.<br> 32:00 China: Some uneducated discussion about latest news.<br> 38:00 Miscellaneous News: AMD, Intel Bugs, plus random musings<br> 41:32 What’s coming up? HPE Discover. </p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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 numbers, and NetApp is clearly struggling. All that, along with good discussion of Lenovo, plus grossly uneducated musings on China & Huawei.

Looking to jump to the part you're interested in? Here's where things line up:

1:00 Themes across all earnings: this there an elongation of the enteprise sales cycle? What's it really mean?
3:00 HPE Earnings: Cray Acquistion, Edge, Servers, Storage, Software Defined, GreenLake
14:50 NetApp Earnings: we continue to be bearish, unless they go deeper with Lenovo
23:40 Pure Storage Earnings: Don’t be fooled — their earnings don’t reflect their momentum.
32:00 China: Some uneducated discussion about latest news.
38:00 Miscellaneous News: AMD, Intel Bugs, plus random musings
41:32 What’s coming up? HPE Discover.

]]> 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 numbers, and NetApp is clearly struggling. All that, along with good discussion of Lenovo, plus grossly uneducated musings on China & Huawei.

Looking to jump to the part you're interested in? Here's where things line up:

1:00 Themes across all earnings: this there an elongation of the enteprise sales cycle? What's it really mean?
3:00 HPE Earnings: Cray Acquistion, Edge, Servers, Storage, Software Defined, GreenLake
14:50 NetApp Earnings: we continue to be bearish, unless they go deeper with Lenovo
23:40 Pure Storage Earnings: Don’t be fooled — their earnings don’t reflect their momentum.
32:00 China: Some uneducated discussion about latest news.
38:00 Miscellaneous News: AMD, Intel Bugs, plus random musings
41:32 What’s coming up? HPE Discover.

]]> May 23, 2019: Recapping Lenovo Accelerate https://www.datacentricpodcast.com/115 4507cd27-98df-49bd-b83c-8fbe4cad6a34 Thu, 23 May 2019 16:00:00 -0400 NAND Research full 2019 NAND Research 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. 55:38 no <p>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. </p> lenovo, datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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.

]]> 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.

]]> Lenovo Accelerate Day 2: Talking HCI & Software Defined with Lenovo https://www.datacentricpodcast.com/114 40cf4300-7324-4e4a-b0f5-fe95f1895bc4 Tue, 14 May 2019 15:00:00 -0400 NAND Research full 2019 NAND Research 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. 19:41 no <p>We're podcasting live from Lenovo Accelerate in Orlando, and there are special guests!</p> <p>Shekhar Mishra, Director of Product Marketing for Software Defined Datacenter at Lenovo, and Patrick Moorhead, founder and principal analyst at Moor Insights &amp; Strategy join hosts Matt Kimball and Steve McDowell in an interesting and informative discussion of the impact of software-defined infrastructure, HCI, and cloud on enterprise IT. </p> <p>The group talks about the value of a flexible infrastructure for enterprise IT, the forces behind the trend towards a software-defined infrastructure, the current market, and Lenovo's offerings in the space. </p> <p>If you care about software-defined infrastructure (and if you work IT, then you should!), you should tune in! Special Guests: Patrick Moorhead and Shekhar Mishra.</p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO We're podcasting live from Lenovo Accelerate in Orlando, and there are special guests!

Shekhar Mishra, Director of Product Marketing for Software Defined Datacenter at Lenovo, and Patrick Moorhead, founder and principal analyst at Moor Insights & Strategy join hosts Matt Kimball and Steve McDowell in an interesting and informative discussion of the impact of software-defined infrastructure, HCI, and cloud on enterprise IT.

The group talks about the value of a flexible infrastructure for enterprise IT, the forces behind the trend towards a software-defined infrastructure, the current market, and Lenovo's offerings in the space.

If you care about software-defined infrastructure (and if you work IT, then you should!), you should tune in!

Special Guests: Patrick Moorhead and Shekhar Mishra.

]]> We're podcasting live from Lenovo Accelerate in Orlando, and there are special guests!

Shekhar Mishra, Director of Product Marketing for Software Defined Datacenter at Lenovo, and Patrick Moorhead, founder and principal analyst at Moor Insights & Strategy join hosts Matt Kimball and Steve McDowell in an interesting and informative discussion of the impact of software-defined infrastructure, HCI, and cloud on enterprise IT.

The group talks about the value of a flexible infrastructure for enterprise IT, the forces behind the trend towards a software-defined infrastructure, the current market, and Lenovo's offerings in the space.

If you care about software-defined infrastructure (and if you work IT, then you should!), you should tune in!

Special Guests: Patrick Moorhead and Shekhar Mishra.

]]> Lenovo Accelerate Day 1: Lenovo Enters with Strong Momentum https://www.datacentricpodcast.com/113 b9678326-12e4-4389-a601-2ee0a446d7a7 Tue, 14 May 2019 09:00:00 -0400 NAND Research full 2019 NAND Research 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. 12:13 no <p>Lenovo's data center group, under the leadership of Kirk Skaugen, is on fire, outgrowing the market. The company is exhibiting stellar growth in server, top-tier peformanance in HPC, disrupting the capacity-on-demand market, innovating in client, and is targeting edge computing. </p> <p>Join hosts Matt and Steve as they recap Lenovo Accelerate, the company's premier event for its enterprise customers, today talking about what they learned at the kick-off, and what they hope to learn over their next three days in Orlando. </p> Lenovo, Lenovo datacente,r datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, CIO Lenovo's data center group, under the leadership of Kirk Skaugen, is on fire, outgrowing the market. The company is exhibiting stellar growth in server, top-tier peformanance in HPC, disrupting the capacity-on-demand market, innovating in client, and is targeting edge computing.

Join hosts Matt and Steve as they recap Lenovo Accelerate, the company's premier event for its enterprise customers, today talking about what they learned at the kick-off, and what they hope to learn over their next three days in Orlando.

]]> Lenovo's data center group, under the leadership of Kirk Skaugen, is on fire, outgrowing the market. The company is exhibiting stellar growth in server, top-tier peformanance in HPC, disrupting the capacity-on-demand market, innovating in client, and is targeting edge computing.

Join hosts Matt and Steve as they recap Lenovo Accelerate, the company's premier event for its enterprise customers, today talking about what they learned at the kick-off, and what they hope to learn over their next three days in Orlando.

]]> April 11, 2019: Intel Throws a Party + Storage News + More! https://www.datacentricpodcast.com/107 4905850c-b988-449e-abcc-f0b45266b99a Thu, 11 Apr 2019 15:00:00 -0400 NAND Research full 2019 NAND Research 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. 50:00 no <p>In this episode of the DataCentric podcast, hosts Matt Kimball and Steve McDowell (both from Moor Insights &amp; Strategy) go deep on Intel's DataCentric Innovation Day, where Intel formally launches its new Cascade Lake Xeons, while also opening the kimono on Intel Optane DC Persistent Memory. Optane promises to be disruptive to storage and how the industry thinks about in-memory compute. The OEMs community has been waiting for all of this, and there are a bunch of new products on the way. </p> <p>What's all of this Intel news mean to AMD? Matt &amp; Steve talk about it, along with some other recent news items from the storage world. </p> <p>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). </p> <p>02:10 Intel’s DataCentric Innovation Day — Cascade Lake &amp; Optane<br> 09:25 Intel’s DataCentric Innovation Day — Optane Persistent Memory <br> 24:20 Where Does AMD Fit in the New Cascade Lake/Optane World?<br> 31:00 Excelero &amp; Lenovo Data Systems<br> 34:22 Pure Storage Acquires CompuVerde<br><br> 36:00 Shoud Matt buy a Mac? <br> 42:46 Twenty Years since Network Engines<br> 46:17 IDC Converged Infrastructure Numbers are Out<br> 48:42 Is it ok to root for you kid’s ball team to lose?</p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO, Intel, AMD, Pure Storage, Lenovo, Network Engines In this episode of the DataCentric podcast, hosts Matt Kimball and Steve McDowell (both from Moor Insights & Strategy) go deep on Intel's DataCentric Innovation Day, where Intel formally launches its new Cascade Lake Xeons, while also opening the kimono on Intel Optane DC Persistent Memory. Optane promises to be disruptive to storage and how the industry thinks about in-memory compute. The OEMs community has been waiting for all of this, and there are a bunch of new products on the way.

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?

]]> In this episode of the DataCentric podcast, hosts Matt Kimball and Steve McDowell (both from Moor Insights & Strategy) go deep on Intel's DataCentric Innovation Day, where Intel formally launches its new Cascade Lake Xeons, while also opening the kimono on Intel Optane DC Persistent Memory. Optane promises to be disruptive to storage and how the industry thinks about in-memory compute. The OEMs community has been waiting for all of this, and there are a bunch of new products on the way.

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?

]]> March 18 2019: Inside the latest Server & Storage Numbers + Recent DataCenter News https://www.datacentricpodcast.com/105 ab9824fe-d97c-4c0c-8fb3-04969c9852be Mon, 18 Mar 2019 13:00:00 -0400 NAND Research full 2019 NAND Research 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. 41:06 no <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 "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. </p> <p>01:30 IDC Releases 4Q2018 Server Market Numbers<br> 06:08 What's it mean for the HyperScalers?<br> 10:10 What'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'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> 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 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.

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?

]]> 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.

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?

]]> March 7 2019: IBM Think! Plus earnings wrap-up for Lenovo and HPE https://www.datacentricpodcast.com/104 54b7a0f7-cd49-488f-8314-2d88ba0027ca Thu, 07 Mar 2019 23:00:00 -0500 NAND Research full 2019 NAND Research Steve & Matt leave their impressions from IBM's recent Think event, plus they talk about the latest earnings from Lenovo and Hewlett Packard Enterprise. There's also coverage of ARM's new server core architecture, and the analysts continue their long-running conversation about multi-cloud in the enterprise. 43:58 no <p>Steve McDowell and Matt Kimball, senior datacenter analysts at Moor Insights &amp; Strategy, leave their impressions from IBM's recent Think event, where IBM demonstrated impressive infrastructure while delivering a message focused on enterprise class problems. IBM has long been a trendsetter and early promoter of new architectures such as cloud, capacity on-demand, and solution deliver. They haven't stopped. </p> <p>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 &amp; Steve puzzle that out. </p> <p>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? </p> <p>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. </p> IBM, Lenovo, ARM, HPE, datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO Steve McDowell and Matt Kimball, senior datacenter analysts at Moor Insights & Strategy, leave their impressions from IBM's recent Think event, where IBM demonstrated impressive infrastructure while delivering a message focused on enterprise class problems. IBM has long been a trendsetter and early promoter of new architectures such as cloud, capacity on-demand, and solution deliver. They haven't stopped.

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.

]]> Steve McDowell and Matt Kimball, senior datacenter analysts at Moor Insights & Strategy, leave their impressions from IBM's recent Think event, where IBM demonstrated impressive infrastructure while delivering a message focused on enterprise class problems. IBM has long been a trendsetter and early promoter of new architectures such as cloud, capacity on-demand, and solution deliver. They haven't stopped.

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.

]]> Feb 8 2019: Data Center Trends for 2019 https://www.datacentricpodcast.com/103 99a5353d-76a4-4706-afa4-dc2e8e073839 Fri, 08 Feb 2019 15:00:00 -0500 NAND Research full NAND Research 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. 28:08 no <p>This year is shaping up to be a huge year for IT and enterprise datacenter architecture. Matt and Steve talk about what they see as the big trends in 2019 that are most impactful, as well as some anti-trends. It's an insightful 28 minutes!</p> <p>00:46 News: CES, IBM Quantum Computing, &amp; Huawei builds a server ARM part<br> 03:20 Trend: ARM in the DataCenter? It certainly seems to be getting traction, but is it real?<br> 05:46 Trend: Is Cloud Storage maturing in 2019? <br> 09:16 Trend: Edge Computing, micro-datacenters in the wilderness<br> 12:14 Trend: AI a mainstream enterprise workload? Probaby not. At least right now.<br> 15:24 Trend: The continuing march toward insane densities, storage and compute. <br> 18:15 Trend: AMD in the datacenter? We won't make a prediction, but watch these guys.<br> 21:40 Trend: Lenovo is a serious datacenter player. <br> 27:20 Wrapping up: Where are Matt &amp; Steve heading over the next few weeks? IBM THINK, for one. </p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, ARM, AMD, Lenovo, Amazon, AWS, CIO This year is shaping up to be a huge year for IT and enterprise datacenter architecture. Matt and Steve talk about what they see as the big trends in 2019 that are most impactful, as well as some anti-trends. It's an insightful 28 minutes!

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.

]]> This year is shaping up to be a huge year for IT and enterprise datacenter architecture. Matt and Steve talk about what they see as the big trends in 2019 that are most impactful, as well as some anti-trends. It's an insightful 28 minutes!

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.

]]>