web01.fireside.fm Wed, 06 May 2026 09:20:23 -0500 Fireside (https://fireside.fm) DataCentric - Episodes Tagged with “Nvidia” https://www.datacentricpodcast.com/tags/nvidia Mon, 18 Jan 2021 14:30:00 -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 Data Center Predictions for 2021 https://www.datacentricpodcast.com/301 2e76554c-29c3-4eb9-8bc1-1702dbb1b208 Mon, 18 Jan 2021 14:30:00 -0500 NAND Research full 2021 NAND Research It's a new year, which can only mean one thing: Predictions! Matt & Steve go through their top predictions of what will be most impactful to the data center world in 2021. There's Arm, cloud, Optane, Micron, Intel, as-a-service, Nutanix, trends, acquisitions, and so much more. Turn on & tune in. 40:54 no <p>It's a new year (2021!), which can only mean one thing: Predictions! Hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights &amp; Strategy, turn their datacentric focus to the future of the data center and the trends that will be most impactful in 2021. </p> <p>00:00 Let's start<br> 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?<br> 14:15 Forget about Arm, what about AMD? Will they hit 15% server share in 2021?<br> 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?<br> 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.<br> 25:31 How impactful will the various OEM's as-a-service offerings be in 2021? Let the boys tell you.<br> 30:20 A contrary prediction about the future of Nvidia's quest to absorb Arm<br> 35:37 In-person conferences will come roaring back. Or not. </p> <p>That's it! Tune in wherever you find podcasts. </p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO It's a new year (2021!), which can only mean one thing: Predictions! Hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights & Strategy, turn their datacentric focus to the future of the data center and the trends that will be most impactful in 2021.

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.

]]> It's a new year (2021!), which can only mean one thing: Predictions! Hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights & Strategy, turn their datacentric focus to the future of the data center and the trends that will be most impactful in 2021.

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.

]]> 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.

]]> November 2019 Event News Roundup: Microsoft Ignite, VMWorld Europe, NVIDIA GTC DC & More! https://www.datacentricpodcast.com/132 2bef7252-b2b5-460c-8a5d-7b8070148ac0 Wed, 13 Nov 2019 22:00:00 -0500 NAND Research full 2019 NAND Research 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 46:43 no <p>It's been a busy few weeks as the fall conference season hits its stride. In this episode, Moor Insights &amp; Strategy analysts Matt Kimball and Steve McDowell talk about it all: Microsoft Ignite, VMworld Europe, NVIDIA GTC DC announcements.</p> <p>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. </p> <p>Times: <br> 00:00 Microsoft Ignite: Azure News<br> 13:24 AMD’s stellar quarter<br> 19:00 Intel’s Benchmark Oops<br> 24:35 VMWorld Europe<br> 27:00 ARM at the Edge &amp; in the Datacenter<br> 32:00 NVIDIA GTC DC + NV at the Edge<br> 46:43 That's all! </p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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.

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:

]]> 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.

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:

]]> April 2, 2019: NVIDIA in the DataCenter, Nutanix Everywhere, Open Compute, & more on Huawei https://www.datacentricpodcast.com/106 a413be14-55f2-4354-8b2b-53dec8c08da1 Tue, 02 Apr 2019 00:45:00 -0400 NAND Research full 2019 NAND Research 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. 44:44 no <p>This week Matt &amp; Steve talk through some of what they learned at recent industry events, including the moves that NVIDIA is making into the data center, some discussion of containers in the enterprise, 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 a bit of non-political discussion on Huawei. </p> <p>If you follow Data Center technology, as well as the players behind the what's happening, you'll be in good company with Matt KImball and Steve McDowell from Moor Insights &amp; Strategy and the DataCentric Podcast. </p> <h3>Timeline</h3> <p>00:30 - 08:00 NVIDIA GTC Wrap-Up: NVIDIA heads into the Enterprise<br> 08:00 - 11:00 Impact of Containers on Data Center management frameworks<br> 11:00 - 21:20 Nutanix Investor Day Wrap-Up: NTNX takes aim<br> 21:20 - 30:00 Open Compute Summit: Why it still matters. <br> 30:00 - 42:30 Huawei: A Serious Player, despite all the geopolitical noise around the company <br> 42:30 - 44:44 Senseless Banter</p> NVIDIA, Containers, Nutanix, Open Compute, OCP, Huawei, IT, Data Center, IT, GTC, NTNX, Amazon, AWS, Azure This week Matt & Steve talk through some of what they learned at recent industry events, including the moves that NVIDIA is making into the data center, some discussion of containers in the enterprise, 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 a bit of non-political discussion on Huawei.

If you follow Data Center technology, as well as the players behind the what's happening, you'll be in good company with Matt KImball and Steve McDowell from Moor Insights & Strategy and the DataCentric Podcast.

Timeline

00:30 - 08:00 NVIDIA GTC Wrap-Up: NVIDIA heads into the Enterprise
08:00 - 11:00 Impact of Containers on Data Center management frameworks
11:00 - 21:20 Nutanix Investor Day Wrap-Up: NTNX takes aim
21:20 - 30:00 Open Compute Summit: Why it still matters.
30:00 - 42:30 Huawei: A Serious Player, despite all the geopolitical noise around the company
42:30 - 44:44 Senseless Banter

]]> This week Matt & Steve talk through some of what they learned at recent industry events, including the moves that NVIDIA is making into the data center, some discussion of containers in the enterprise, 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 a bit of non-political discussion on Huawei.

If you follow Data Center technology, as well as the players behind the what's happening, you'll be in good company with Matt KImball and Steve McDowell from Moor Insights & Strategy and the DataCentric Podcast.

Timeline

00:30 - 08:00 NVIDIA GTC Wrap-Up: NVIDIA heads into the Enterprise
08:00 - 11:00 Impact of Containers on Data Center management frameworks
11:00 - 21:20 Nutanix Investor Day Wrap-Up: NTNX takes aim
21:20 - 30:00 Open Compute Summit: Why it still matters.
30:00 - 42:30 Huawei: A Serious Player, despite all the geopolitical noise around the company
42:30 - 44:44 Senseless Banter

]]> 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?

]]>