In this episode, hosts Matt Kimball and Steve McDowell have a wide-ranging conversation with Nutanix's Lee Caswell about the challenges that face IT administrators and architects in 2023.

Special Guests: Lee Caswell and Matt Kimball.

Joining the podcast is HPE's Mark Maguire and Nutanix's Aaron Delp.

Nutanix and HPE are at forefront of IT modernization & digital transformation, helping customers globally deliver business critical apps in more efficient and cost-effective way with certified solutions that come with freedom of choice (flexibility of deployment and choice of consumption model).

The guys talk about how to solve real world customer problems, where traditional infratructure is too costly, time consuming and complex; public cloud is not the panacea. Nutanix and HPE deliver a new way to operate and pay for infrastructure: delivering on the promise of the cloud, not the cost of the cloud, across key workloads and regulated industries:

Special Guests: Aaron Delp, Mark Maguire, and Matt Kimball.

Jason brings Matt & Steve up-to-speed on what’s happening in the world of edge computing in a wide-ranging conversation about standards (or the lack of), the evolution of edge architectures, the fragmented edge market, the colliding worlds of IT & OT, and how Stratus helps its customers navigate through this confusing world.

There is a whole lot packed into this hour-long discussion, but it's invaluable for anyone working in edge today.

00:00 Kick-it Off
01:25 Catching up with Strategy: Product updates, SGH Acquisition
03:57 Pivoting from Fault-Tolerance to the Edge
08:48 It’s all about Resilience!
11:00 How edge is evolving
13:00 Fragmentation at the edge
16:21 Containerization & Cloud-Native at the edge
20:48 Simplifying the edge control-plane while delivering QoS
23:20 Revisiting 2 Different Worlds as IT & OT Converge
30:10 Security at the Edge
37:22 General attitudes impacting edge deployments
41:14 Where’s Stratus focused in the near-term?
45:14 Importance of the overall solution stack
50:11 Wrapping-Up
50:26 Done

Special Guest: Jason Andersen.

Nobody knows this space better than this week's guest, CTO and co-founder of Embue, Larry Genovesi. Larry, who has a long 20+ year history with hosts Matt Kimball and Steve McDowell, has spent his career solving interesting but non-obvious problems.

Embue is Larry's latest venture, bringing bottom-line impacting intelligence into multi-tenent real-estate via its air ducts (quite literally). This episode talks about the real-world implications and challenges of solving practical problems at the edge.

00:00 Spiffy Theme Song & Intro
03:00 Who is Embue?

10:53 What's interesting about smart buildings and HVAC systems?
18:47 Edge is an operational problem, not a data problem.
26:00 Special considerations for making buildings smart.
28:22 Not your normal tech market: selling technology into the facilities management space.
31:14 Challenges of recruiting tech talent into a specialized engineering segment.
37:13 Intersection of Edge, SaaS, and IT: how do you create a new kind of environment?
40:41 What's next in this space, and for Embue?

45:59 Spiffy Outro Music.

Special Guest: Larry Genovesi.

Hosts Matt Kimball and Steve McDowell spend time with NetApp's Eric Han, Vice President of product management for NetApp Astra, NetApp's cloud-native solution, to understand the complexities of deploying cloud-native technologies into a production IT workflow.

This is great convesation for anyone involved in IT or application architeture.

00:00 Theme Song
01:10 Geting to know Eric
03:15 Forget DevOps, what's the value of cloud-native for Production Workloads?
06:20 Data Management in Cloud Native
09:10 Mapping Kubernetes to related services like NetApp Astra and its competitors
15:40 What is NetApp Astra
19:41 NetApp is playing in both storage and cloud native: how should we thinkn about NetApp?
23:11 Eric asks himself: How easy is it, really?
25:23 Matt & Steve wrap-up, plus talk a little about NetApp's most recent earnings call.
29:37 We're done.

Special Guest: Eric Han.

Additionally, AMD and Intel each released strong earnings overall, and very strong delivery in their respective enterprise data center segments. Matt & Steve talk about what the earnings say about the current state of the processor market.

00:00 Kick it off
00:50 AMD & Intel Earnings Discussion
11:20 Al Yanes walks us through PCIe 6.0
23:00 Who is the PCI SIG, anyway? And how do they operate?
25:30 PCIe and Automotive
26:44 How will enterprise IT benefit from PCIe 6.0?
33:25 When will we see PCIe 6.0 in the data center?
34:20 Matt & Steve Wrap it up
35:48 We're done!

Special Guest: Al Yanes.

This is a wide-ranging conversation covering everything from AMD and ARM in the server market, alternative processor architectures, supply chain, PCIe 5.0, and even some of the goings-on at this month's Consumer Electronics Show.

00:00 Start the show!
01:40 The Server Market: AMD Server market share numbers, Intel's current situation, and the impact of supply chain disruptions
10:38 AMD and Intel introduce new client parts: how much of this bleeds over into the server space?
17:33 ARM in the Server Market: Is this just a hyperscaler phenomia? Will we see expansion in 2022?
27:50 Where does RISC-V Play?
30:40 Disrupting storage: VAST Data, PCIe 5, and does CXL-attached memory supplant Intel Optane?
36:19 Consumption-based infrastructure in 2022
38:24 Over-and-Out

In this episode of DataCentric, hosts Matt Kimball and Steve McDowell talk to Nutanix's Rakesh Sreekanth and Lenovo's Ritu Jain about how HCI can be a great way to address these challenges.

Nutanix brings a unified range of solutions, spanning basic HCI all the way to full multi-cloud management solutions that tie together on-prem and cloud.

Lenovo is one of fastest growing companies in enterprise infrastructure, and delivers Nutanix solutions as part of its Lenovo ThinkAgile HX series. Together, these companies deliver complete HCI solutions for the modern enterprise.

Special Guests: Rakesh Sreekanth and Ritu Jain.

Hosts Matt Kimball and Steve McDowell, senior technology analysts with Moor Insights & Strategy, go deep into all of this with a special roundtable with Arm, Ampere Computing, and Oracle

Joining the podcast are Leo Leung, Senior Director, Products and Strategy for Oracle Cloud Infrastructure; Jeff Wittich, Chief Product Officer for Ampere Computing; and Eddie Ramirez, Senior Director of Marketing and Ecosystem Development, Infrastructure Line of Business at Arm.

Special Guests: Eddie Rameriz, Jeff Wittich, and Leo Leung.

This episode goes deep into the value that Arm9 and Neoverse bring to data center workloads, as hosts Matt Kimball and Steve McDowell talk with Arm's Brian Jeff, Senior Director of Product Management for Arm's infrastructure business.

The group has a wide-ranging conversation about what's motivated some of the architectural enhancements delivered in Arm9, the shifting enterprise landscape, and where Neoverse fits into it all.

Special Guest: Brian Jeff.

Links:

• Matt's Forbes Column on the Arm Neoverse Launch — Arm’s Neoverse microarchitecture focuses on supporting the needs of the datacenter, This includes everything from high throughput switching to low power radio access networks, from general-purpose computing to high-performance computing (HPC) and artificial intelligence (AI). Think of Neoverse as taking the underlying ArmV9 architecture and tailoring it for the datacenter through modifications and specific instructions.

Hosts Matt Kimball and Steve McDowell, both senior technology analysts at Moor Insights & Strategy, talk about what AMD's launch means to the server industry. The guys also find time to talk about the latest infrastructure market numbers. On the latest DataCentric podcast.

Nobody knows HPC better than Penguin Computing. In this episode of the DataCentric podcast, hosts Matt and Steve are joined by Penguin Computing's Chief Strategy Officer Matt Jacobs, and Penguin's Senior Vice President, Strategic Solutions Group, Kevin Tubbs.

The gang talks about hardware abstraction in HPC, hardware complexity and specialization, software-defined architectures, containers, and much, much more.

Tune in and you'll leave just a little bit smarter about the world of High Peformance Computing.

Special Guests: Kevin Tubbs and Matt Jacobs.

Arm's Vice President of Marketing for IoT, Mohamed Awad, joins hosts Matt Kimball and Steve McDowell to talk about the power of standardized software at the IoT-enabled edge.

Special Guest: Mohamed Awad.

Joining hosts Matt Kimball & Steve McDowell (both analysts at Moor Insights & Strategy) is Diamanti's vice present of product, Brian Walden. Diamanti delivers innovative solutions that help bring both performance and simplicity to Kubernetes-managed workloads, whether on-prem, in the cloud, or spanning the two.

This informative conversation delves into some of the challenges of allowing containers to leverage the full power of the underlying hardware. The conversation quickly focuses in on how to overcome these limitations with the use of innovative I/O acceleration technologies, coupled with enhancements to the control & data planes for storage and networking. Combining these technologies and enhancements can help bring the full power of both on-prem and cloud-based resources to a Kubernetes environment.

Special Guest: Brian Waldon.

Jonathan brings us up to speed on the most recent server announcments from Dell, including the the massive storage-centric PowerEdge XE7100 and updates to Dell's OpenManage software.

Beyond hardware, the discussion very quickly evolves into the what's driving the future of enterprise infrastructure (hint: it's digital transformation). Jonathan takes us through the customer conversations and research that Dell Technologies has commissioned to better understand how IT infrastructure is changing.

It's a great conversation that will help clarify how IT organizations think about enterprise infrastructure, and also how the voice of IT practitioners influence the products that are brought to market.

Special Guest: Jonathan Seckler.

On the software-defined side, there's Vmware, Nutanix, and a whole lot of Bain Capital.

High-end kit is up, mid-range everything (servers & storage) are soft, while as-a-service & software-defined all seem to be solid. Is the IT world shifting? What's it all mean?

Technology analysts Matt Kimball and Steve McDowell (from Moor Insights & StrategY) delve into it all, on this edition of DataCentric.

00:00 - 18:00 The enterprise infrastructure market.
18:00 - 36:30 Software-defined Infrastructure. Vmwarwe. Nutanix. And a whole lot of Bain Capital.
36:30 - 43:26 Impacts of a more permenant work-from-home world.

DataCentric is a registered trademark of Bynum Iron Works.

This year the dominant themes were all about Containers and Clouds, with product announcements touching every aspect of the edge-to-core-to-cloud world.

Tune in as Moor Insights & Strategy senior datacenter analysts Matt Kimball and Steve McDowell talk how VMware has become the operating system for the enterprise, and what happened at VMworld all fits together.

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.

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?

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?

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.

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.

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