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 | November 13th, 2019 | Season 2019 | 46 mins 43 secs
ai, amd, arm, edge, ignite, intel, microsoft, nvidia, servers, storage, vmware, vmworld
It's been a busy few weeks as the fall conference season hits its stride. In this episode, Moor Insights & Strategy analysts Matt Kimball and Steve McDowell talk about it all: Microsoft Ignite, VMworld Europe, NVIDIA GTC DC announcements, plus AMD has a stellar quarter, Intel has a benchmark oops, and lots of discussion of ARM and Edge
Episode | April 2nd, 2019 | Season 2019 | 44 mins 44 secs
cloud, containers, data center, hci, huawei, hybrid-cloud, it, nutanix, nvidia, ocp, open compute
This week Matt & Steve talk about the moves that NVIDIA is making into the data center,a brief wrap-up from Nutanix's investor conference in New York, some light thinking following Matt's first missed Open Compute Summit in a decade, and some non-political discussion on Huawei.
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.