web01.fireside.fm Thu, 09 Apr 2026 07:30:22 -0500 Fireside (https://fireside.fm) DataCentric - Episodes Tagged with “Microsoft Azure” https://www.datacentricpodcast.com/tags/microsoft%20azure Thu, 06 Feb 2020 15:00:00 -0500 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 Earnings Galore: AMD & Intel + All the Cloud Guys (plus some VMware & Cisco) https://www.datacentricpodcast.com/203 68a2be28-e5a6-4f2f-a454-3687e820932b Thu, 06 Feb 2020 15:00:00 -0500 NAND Research full 2020 NAND Research 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. 24:08 no 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. 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! datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO, Intel, AMD, Cisco, Google Cloud, Amazon AWS, Microsoft Azure, VMWare, Earnings 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.

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.
]]> 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.

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.
]]> Top 2020 DataCenter Trends https://www.datacentricpodcast.com/201 91259bd6-9179-4899-9a5e-b22ca29959d4 Mon, 13 Jan 2020 20:00:00 -0500 NAND Research full 2020 NAND Research 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. 35:46 no 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. 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! datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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.

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!

]]> 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.

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!

]]>