Infrastructure Earnings during a Pandemic + AMD EPYC's Continued Traction

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.

Post-Earnings Enterprise Infrastructure Market, New ARM-based Ampere Server CPUs, & AMD Financial Day

Episode  |  March 9th, 2020  |  Season 2020  |  48 mins 29 secs

amd, ampere, arm, cio, dell technologies, earnings, enterprise infrastructure, hci, hpe, it, server, storage, vmware

Now that we've seen earnings from all of the tier-one infrastructure players, hosts Steve McDowell & Matt Kimball talk about what the flat-to-down quarter means to the overall enterprise infrastructure market. Plus they talk a little HCI, delve into Ampere's new ARM-based monster 80-core server part, and detail some of the happenings out of AMD's recent Financial Analyst Day.

Live with Arm's Mohamed Awad, VP Infrastructure LOB

Episode  |  November 19th, 2019  |  38 mins 58 secs

arm, edge, enterprise, interview, sc19, server

Arm's Mohamed Awad, as VP in ARM's Infrastructure group, is front-and-center in their architecture's invasion into enterprise compute. Nearly every tier-1 OEM has an Arm server offering, every major public cloud vendor offers Arm instances, a Super Computer reference design was announced at SC19 this week, and Arm is finding itself ideally situated to play aggressively in the emerging edge-compute space. It's not about mobile processing anymore. Mohamed joins us to talk about what it all means, and where it's all going.

ARM TechCon 2019 Wrap-Up with Patrick Kennedy from Serve The Home

Episode  |  October 14th, 2019  |  Season 2019  |  43 mins 40 secs

amd, arm, edge, hpc, intel, microprocessor, server, techcon

ARM TechCon 2019 wraps up in San Jose with Patrick Kennedy from Serve the Home joining hosts Matt Kimball and Steve McDowell to talk about what they learned, while providing insight and guidance for how to think about ARM in today's world. This is one for the chip-heads!

AMD Releases an Epyc ROME while Lenovo delivers very nice earnings

Episode  |  August 21st, 2019  |  Season 2019  |  32 mins 25 secs

amd, earnings, epyc, lenovo, processor, server

Moor Insights & Strategy analysts Matt Kimball & Steve McDowell are back from their various summer adventures and are easing back into the podcast saddle by asking the question: Is AMD's new Rome server part really "all that"? Should IT buyers care? And if you do, should you buy a server from Lenovo, who's continuing a stellar run of solid execution? All that, and more, on the newest DataCentric.

Dec 6 2018: Recapping Amazon re:Invent & HPE Discover

Episode  |  December 6th, 2018  |  Season 2018  |  36 mins 45 secs

amazon, arm, aws, cloud, composable infrastructure, converged, data center, hci, hpe, information technology, server, storage

In the inaugural episode of the DataCentric podcast hosts Matt Kimball and Steve McDowell go deep on the large number of datacenter-impacting announcements at Amazon’s premier cloud event re:Invent, including news of Amazon deploying their custom-built ARM parts, bringing cloud on-prem, and more.

The team also hits the highlights from HPE Discover in Madrid, where the focus was on edge computing, composable infrastructure and intelligent storage.