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.

00:00 - 03:50 Virtual Conference Life
03:51 - 07:23 Twitter is hacked & the popular and tech press have very different spins on the story
07:24 - 14:24 Dell Technologies is "exploring" spinning out VMware: will they? and what's it really mean if they do?
14:25 - 29:35 A hodgepodge of ARM news as Apple announces, AWS Graviton performance numbers start coming out, and more
29:36 - 39:11 How relevant is the hardware platform in today's software defined world?
39:11 - 46:24 Microsoft endorses Citrix for Azure remote desktop.
46:25 - that's all!

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?

The first day of Dell Tech World usually lays out the major themes that we should expect to hear through the four days of the conference, before the more product-focused announcements kick in on Tuesday. This year it's all about Dell Technologies being a global leader, and taking that leadership seriously. There were panels on diversity, and consistent messages about providing the technology that makes the world a better place.

That's not to say there wasn't news: Microsoft CEO stood on a stage with Pat Gelsinger and sang the praises of VMWare and Azure working better together as he described a new Microsoft offering (who would have ever imagined that one?). VMWare takes their dominance very seriously, and is making moves to protect that. Dell EMC has embraced VMWare, and is telling a "better together" story that we're not sure we've heard before.

And that Michael Dell -- he was everywhere. He continues to be one of the most accessible (and least scripted) technology CEOs in the industry.

Spend 15 minutes with Matt Kimball and Steve McDowell, hear all about it.

00:00 Introductions
01:20 3Q18 Server and Enterprise Storage Numbers
02:20 The Impact of China on the Enterprise Hardwarwe Market
06:20 The Rise of Hybrid Cloud and On-Prem Consumption Based Services
12:00 Is Nutanix the Disruptor-in-Waiting?
15:30 HCI, Converged, and Composable Infrastructure
23:50 Why aren't we talking more about Microsoft Azure?
28:00 Processors are heating up
31:00 Wrapping Up

Companies mentioned:

Dell EMC, Hewlett Packard Enteperprise, Inspur, Lenovo, Huawei, Amazon Web Services, Microsoft, Pure Storage, VMWare, Nutanix, Intel, Advanced Micro Devices