web02.fireside.fm Tue, 26 May 2026 05:39:29 -0500 Fireside (https://fireside.fm) DataCentric - Episodes Tagged with “Server” https://www.datacentricpodcast.com/tags/server Thu, 18 Mar 2021 01:00:00 -0400 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 AMD Launches its EPYC New Server CPU https://www.datacentricpodcast.com/307 cdaea1ba-2901-46e1-9ce8-ad34b40abc37 Thu, 18 Mar 2021 01:00:00 -0400 NAND Research full 2021 NAND Research AMD continues its impressive run at conquering the server market as it introduces its latest generation EPYC processor, "Milan". Hosts Matt Kimball and Steve McDowell talk about what it all means. The guys also find time to talk about the latest infrastructure market numbers. On the latest DataCentric podcast. 25:12 no <p>AMD continues its impressive run at conquering the server market as it introduces its latest generation EPYC processor, "Milan". </p> <p>Hosts Matt Kimball and Steve McDowell, both senior technology analysts at Moor Insights &amp; 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. </p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO AMD continues its impressive run at conquering the server market as it introduces its latest generation EPYC processor, "Milan".

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.

]]> AMD continues its impressive run at conquering the server market as it introduces its latest generation EPYC processor, "Milan".

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.

]]> AMD & Intel Earnings: What's it mean for the server market? https://www.datacentricpodcast.com/302 23911f4c-6155-41bf-8a0c-8da72357b5c1 Fri, 29 Jan 2021 10:00:00 -0500 NAND Research full 2021 NAND Research Both Intel and AMD released earnings last week, with Intel's Data Center Group sliding a little bit, while AMD's server fortunes rise. What's it mean for the enterprise server market overall? And how is 2021 starting to shape up? Hosts Matt Kimball and Steve McDowell talk about it on this episode of DataCentric. 24:17 no <p>Both Intel and AMD released earnings last week, with Intel's Data Center Group sliding a little bit, while AMD's server fortunes rise. </p> <p>What's it mean for the enterprise server market overall? And how is 2021 starting to shape up? Hosts Matt Kimball and Steve McDowell talk about it on this episode of DataCentric. </p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO Both Intel and AMD released earnings last week, with Intel's Data Center Group sliding a little bit, while AMD's server fortunes rise.

What's it mean for the enterprise server market overall? And how is 2021 starting to shape up? Hosts Matt Kimball and Steve McDowell talk about it on this episode of DataCentric.

]]> Both Intel and AMD released earnings last week, with Intel's Data Center Group sliding a little bit, while AMD's server fortunes rise.

What's it mean for the enterprise server market overall? And how is 2021 starting to shape up? Hosts Matt Kimball and Steve McDowell talk about it on this episode of DataCentric.

]]> Inside the Hyper-Scale Server Market & the Future of the Data Center https://www.datacentricpodcast.com/222 d78acbfc-df75-4640-8164-80afdb37a52b Mon, 19 Oct 2020 16:00:00 -0400 NAND Research full 2020 NAND Research The hyper-scale market is often a leading indicator of broader enterprise data center trends. This is true of software to manage scalability, autonomous management, security, disaggregated storage, and AI/ML. Jay Shenoy, vice president of technology for Hyve, a key ODM serving the hyper-scaler market, joins Matt & Steve to talk about what he's seeing. It's another great conversation on the rapid evolution of the enterprise data center. 46:15 no <p>The hyper-scale market is often a leading indicator of broader enterprise data center trends. This is true of software to manage scalability, autonomous management, security, disaggregated storage, and AI/ML. </p> <p>Jay Shenoy, vice president of technology for Hyve, joins hosts Matt Kimball &amp; Steve McDowell (each a senior technology analyst at Moor Insights &amp; Strategy) to talk about what he's seeing in this space. </p> <p>This wide-ranging conversation touches on seemingly everything: an overview of the hyperscale market; the software-defined data center; autonomous infrastructure; disaggregated storage and the increasing adoption of NVMe-over-fabric; the rise of ARM and accelerators; and even the impact of AI/ML in both training and inferernence use cases. </p> <p>It's another great conversation on the rapid evolution of the enterprise data center. Special Guest: Jayarama (Jay) Shenoy.</p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO The hyper-scale market is often a leading indicator of broader enterprise data center trends. This is true of software to manage scalability, autonomous management, security, disaggregated storage, and AI/ML.

Jay Shenoy, vice president of technology for Hyve, joins hosts Matt Kimball & Steve McDowell (each a senior technology analyst at Moor Insights & Strategy) to talk about what he's seeing in this space.

This wide-ranging conversation touches on seemingly everything: an overview of the hyperscale market; the software-defined data center; autonomous infrastructure; disaggregated storage and the increasing adoption of NVMe-over-fabric; the rise of ARM and accelerators; and even the impact of AI/ML in both training and inferernence use cases.

It's another great conversation on the rapid evolution of the enterprise data center.

Special Guest: Jayarama (Jay) Shenoy.

]]> The hyper-scale market is often a leading indicator of broader enterprise data center trends. This is true of software to manage scalability, autonomous management, security, disaggregated storage, and AI/ML.

Jay Shenoy, vice president of technology for Hyve, joins hosts Matt Kimball & Steve McDowell (each a senior technology analyst at Moor Insights & Strategy) to talk about what he's seeing in this space.

This wide-ranging conversation touches on seemingly everything: an overview of the hyperscale market; the software-defined data center; autonomous infrastructure; disaggregated storage and the increasing adoption of NVMe-over-fabric; the rise of ARM and accelerators; and even the impact of AI/ML in both training and inferernence use cases.

It's another great conversation on the rapid evolution of the enterprise data center.

Special Guest: Jayarama (Jay) Shenoy.

]]> It's Cyber-Security Month and HPE has a Unique New Server Offering https://www.datacentricpodcast.com/221 adcd60ce-407c-4dd7-b199-e9335c738822 Thu, 01 Oct 2020 10:00:00 -0400 NAND Research full 2020 NAND Research Securing the supply chain for enterprise infrastructure is a key element to any comprehensive cyber-security strategy. As cyber-security month kicks off, Hewlett Packard Enterprise announces a new "country of origin" server program that takes things to the next level. 43:05 no <p>Securing the supply chain for enterprise infrastructure is a key element to any comprehensive cyber-security strategy. <br> As cyber-security month kicks off, Hewlett Packard Enterprise announces a new "country of origin" server program that takes things to the next level.</p> <p>John Grosso, who leads the HPE's Global Operations Engineering organization, joins hosts Matt Kimball and Steve McDowell to talk through cyber-security, the criticality of securing the supply chain, and how HPE is stepping up its secure server program with a new "county of origin" program, where servers are assembled and validated in the United States. </p> <p>This one is a fascinating exploration of an area most of us don't think about on a daily basis. Listen in. Special Guest: John Grosso.</p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO Securing the supply chain for enterprise infrastructure is a key element to any comprehensive cyber-security strategy.
As cyber-security month kicks off, Hewlett Packard Enterprise announces a new "country of origin" server program that takes things to the next level.

John Grosso, who leads the HPE's Global Operations Engineering organization, joins hosts Matt Kimball and Steve McDowell to talk through cyber-security, the criticality of securing the supply chain, and how HPE is stepping up its secure server program with a new "county of origin" program, where servers are assembled and validated in the United States.

This one is a fascinating exploration of an area most of us don't think about on a daily basis. Listen in.

Special Guest: John Grosso.

Links:

]]> Securing the supply chain for enterprise infrastructure is a key element to any comprehensive cyber-security strategy.
As cyber-security month kicks off, Hewlett Packard Enterprise announces a new "country of origin" server program that takes things to the next level.

John Grosso, who leads the HPE's Global Operations Engineering organization, joins hosts Matt Kimball and Steve McDowell to talk through cyber-security, the criticality of securing the supply chain, and how HPE is stepping up its secure server program with a new "county of origin" program, where servers are assembled and validated in the United States.

This one is a fascinating exploration of an area most of us don't think about on a daily basis. Listen in.

Special Guest: John Grosso.

Links:

]]> Inside the Server Market with Dell Technologies' Jonathan Seckler https://www.datacentricpodcast.com/217 e20a5ae3-0335-4c86-a3fc-3096645490f9 Mon, 17 Aug 2020 12:00:00 -0400 NAND Research full 2020 NAND Research The server market is rapidly changing. It's less about the speeds and feeds of your hardware, and much more about the capabilities required to support critical workloads. From software-defined to edge, Dell Technologies director of server marketing join Matt Kimball & Steve McDowell in a wide-ranging discussion on the shifting landscape of servers. 40:59 no <p>The server market is rapidly changing. It's less about the speeds and feeds of your hardware, and much more about the capabilities required to support critical workloads. From software-defined to edge, Dell Technologies director of server marketing join Matt Kimball &amp; Steve McDowell in a wide-ranging discussion on the shifting landscape of servers. </p> <p>The group seems to touch on every from the on-going "generational shift" of IT buyers, the cloudification of IT, edge computing, open standards, the impact of COVID-19 on IT, and much, much more. <br> Special Guest: Jonathan Seckler.</p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO The server market is rapidly changing. It's less about the speeds and feeds of your hardware, and much more about the capabilities required to support critical workloads. From software-defined to edge, Dell Technologies director of server marketing join Matt Kimball & Steve McDowell in a wide-ranging discussion on the shifting landscape of servers.

The group seems to touch on every from the on-going "generational shift" of IT buyers, the cloudification of IT, edge computing, open standards, the impact of COVID-19 on IT, and much, much more.

Special Guest: Jonathan Seckler.

]]> The server market is rapidly changing. It's less about the speeds and feeds of your hardware, and much more about the capabilities required to support critical workloads. From software-defined to edge, Dell Technologies director of server marketing join Matt Kimball & Steve McDowell in a wide-ranging discussion on the shifting landscape of servers.

The group seems to touch on every from the on-going "generational shift" of IT buyers, the cloudification of IT, edge computing, open standards, the impact of COVID-19 on IT, and much, much more.

Special Guest: Jonathan Seckler.

]]> 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.

]]> Post-Earnings Enterprise Infrastructure Market, New ARM-based Ampere Server CPUs, & AMD Financial Day https://www.datacentricpodcast.com/206 95d4e3da-dffb-4e4f-bce5-dcd840f8a4af Mon, 09 Mar 2020 14:00:00 -0400 NAND Research full 2020 NAND Research 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. 48:29 no <p>Now that we've seen earnings from all of the tier-one infrastructure players, hosts Steve McDowell &amp; Matt Kimball talk about what the flat-to-down quarter means to the overall enterprise infrastructure market. There are earnings from Dell Technologies, Hewlett Packard Enterprise, Vmware, as well as other recent earnings announcements, that give us color. </p> <p>The HCI space is also continuing its hot streak, with VSAN delivering $900M in bookings to Vmware, while Nutanix also continues to grow at a nearly 50% growth rate. But are they leaving room on the edge and in ROBO for more single-focused competitors like Scale Computing? </p> <p>The ARM cloud market saw a major new introduction this past week with Ampere's announcement of it's 80-core server part targeting the hyperscale market, but was disappointingly sparse with benchmark numbers. Who wins &amp; loses here? Matt &amp; Steve talk about it. </p> <p>Finally, on the backside of AMD financial analyst day we talk about AMD's continual and aggressive push in the server market, their giant win with HPE for a massive DOE supercomputing project, &amp; everyone's push against Nvidia for enterprise AI. </p> <p>It's a lot. Skip to your favorite sections: </p> <p>01:42 Infrastructure Market <br> 14:22 HCI Market<br> 24:54 Ampere brings ARM into the Hyperscaled Data Center<br> 34:40 AMD continues its surge forward. Should Intel be worried? <br> 43:38 Matt &amp; Steve's closing thoughts. <br> 48:29 The End. </p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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. There are earnings from Dell Technologies, Hewlett Packard Enterprise, Vmware, as well as other recent earnings announcements, that give us color.

The HCI space is also continuing its hot streak, with VSAN delivering $900M in bookings to Vmware, while Nutanix also continues to grow at a nearly 50% growth rate. But are they leaving room on the edge and in ROBO for more single-focused competitors like Scale Computing?

The ARM cloud market saw a major new introduction this past week with Ampere's announcement of it's 80-core server part targeting the hyperscale market, but was disappointingly sparse with benchmark numbers. Who wins & loses here? Matt & Steve talk about it.

Finally, on the backside of AMD financial analyst day we talk about AMD's continual and aggressive push in the server market, their giant win with HPE for a massive DOE supercomputing project, & everyone's push against Nvidia for enterprise AI.

It's a lot. Skip to your favorite sections:

01:42 Infrastructure Market
14:22 HCI Market
24:54 Ampere brings ARM into the Hyperscaled Data Center
34:40 AMD continues its surge forward. Should Intel be worried?
43:38 Matt & Steve's closing thoughts.
48:29 The End.

Links:

]]> 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. There are earnings from Dell Technologies, Hewlett Packard Enterprise, Vmware, as well as other recent earnings announcements, that give us color.

The HCI space is also continuing its hot streak, with VSAN delivering $900M in bookings to Vmware, while Nutanix also continues to grow at a nearly 50% growth rate. But are they leaving room on the edge and in ROBO for more single-focused competitors like Scale Computing?

The ARM cloud market saw a major new introduction this past week with Ampere's announcement of it's 80-core server part targeting the hyperscale market, but was disappointingly sparse with benchmark numbers. Who wins & loses here? Matt & Steve talk about it.

Finally, on the backside of AMD financial analyst day we talk about AMD's continual and aggressive push in the server market, their giant win with HPE for a massive DOE supercomputing project, & everyone's push against Nvidia for enterprise AI.

It's a lot. Skip to your favorite sections:

01:42 Infrastructure Market
14:22 HCI Market
24:54 Ampere brings ARM into the Hyperscaled Data Center
34:40 AMD continues its surge forward. Should Intel be worried?
43:38 Matt & Steve's closing thoughts.
48:29 The End.

Links:

]]> Live with Arm's Mohamed Awad, VP Infrastructure LOB https://www.datacentricpodcast.com/134 6b67b9c0-4d32-42dc-ab30-66d424cf270e Tue, 19 Nov 2019 12:00:00 -0500 NAND Research full NAND Research 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. 38:58 no <p>Arm's Mohamed Awad, as VP in Arm's Infrastructure group, is front-and-center in their architecture's invasion into enterprise compute. Let's look at where ARM stands in the enterprise today: </p> <ul> <li>Nearly every tier-1 OEM has an Arm server offering</li> <li>Every major public cloud vendor offers Arm instances</li> <li>NVIDIA, Marvell, Fujitsu, &amp; Ampere jointed announced an Arm-based Super Computer reference platform at SC19 this week </li> </ul> <p>As we look forward towards a 5G-enabled edge, Arm is finding itself ideally situated to play aggressively in thatspace. </p> <p>It's not about mobile processing anymore. </p> <p>Mohamed joins hosts Matt Kimball and Steve McDowell to talk about what it all means, and where it's all going. <br> Special Guest: Mohamed Awad.</p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO Arm's Mohamed Awad, as VP in Arm's Infrastructure group, is front-and-center in their architecture's invasion into enterprise compute. Let's look at where ARM stands in the enterprise today:

  • Nearly every tier-1 OEM has an Arm server offering
  • Every major public cloud vendor offers Arm instances
  • NVIDIA, Marvell, Fujitsu, & Ampere jointed announced an Arm-based Super Computer reference platform at SC19 this week

As we look forward towards a 5G-enabled edge, Arm is finding itself ideally situated to play aggressively in thatspace.

It's not about mobile processing anymore.

Mohamed joins hosts Matt Kimball and Steve McDowell to talk about what it all means, and where it's all going.

Special Guest: Mohamed Awad.

]]> Arm's Mohamed Awad, as VP in Arm's Infrastructure group, is front-and-center in their architecture's invasion into enterprise compute. Let's look at where ARM stands in the enterprise today:

  • Nearly every tier-1 OEM has an Arm server offering
  • Every major public cloud vendor offers Arm instances
  • NVIDIA, Marvell, Fujitsu, & Ampere jointed announced an Arm-based Super Computer reference platform at SC19 this week

As we look forward towards a 5G-enabled edge, Arm is finding itself ideally situated to play aggressively in thatspace.

It's not about mobile processing anymore.

Mohamed joins hosts Matt Kimball and Steve McDowell to talk about what it all means, and where it's all going.

Special Guest: Mohamed Awad.

]]> ARM TechCon 2019 Wrap-Up with Patrick Kennedy from Serve The Home https://www.datacentricpodcast.com/130 a2899592-20e2-4ec4-945b-2b5f19584391 Mon, 14 Oct 2019 22:00:00 -0400 NAND Research full 2019 NAND Research 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! 43:40 no <p>As ARM TechCon 2019 wraps up in San Jose, hosts Steve McDowell and Matt Kimball from Moor Insights &amp; Strategy are joined by Patrick Kennedy of Serve the Home in a wide-ranging discussion of the entire microprocessor market, and where ARM fits in. </p> <p>Here's a general timeline for the discussion, though the topics overlap, so you owe it to yourself to listent to the entire thing. </p> <p>00:00 Intros<br> 02:20 Big Themes &amp; Announcements from TechCon<br> 03:50 Patrick's views of TechCon from a server, storage, and networking perspective<br> 06:00 ARM at the Edge<br> 10:30 ARM in the Server Market<br> 14:05 ARM in the HPC and other Server-Adjacent Spaces<br> 17:28 ARM in power and performance hungry applications<br> 22:00 Does OpenPOWER and IBM's recent Open Sourcing moves matter? <br> 24:10 Does heated AMD/Intel competition open the door for ARM to gain traction against those players?<br> 27:17 What's Patrick Kennedy and Serve the Home looking forward to in 2020<br> 32:20 Let's talk about Inspur &amp; "Inspur-like" players<br> 38:00 What's Serve the Home doing Differently in the review space? <br> 41:00 Overarching takeaways </p> <p>Special Guest: Patrick Kennedy.</p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO As ARM TechCon 2019 wraps up in San Jose, hosts Steve McDowell and Matt Kimball from Moor Insights & Strategy are joined by Patrick Kennedy of Serve the Home in a wide-ranging discussion of the entire microprocessor market, and where ARM fits in.

Here's a general timeline for the discussion, though the topics overlap, so you owe it to yourself to listent to the entire thing.

00:00 Intros
02:20 Big Themes & Announcements from TechCon
03:50 Patrick's views of TechCon from a server, storage, and networking perspective
06:00 ARM at the Edge
10:30 ARM in the Server Market
14:05 ARM in the HPC and other Server-Adjacent Spaces
17:28 ARM in power and performance hungry applications
22:00 Does OpenPOWER and IBM's recent Open Sourcing moves matter?
24:10 Does heated AMD/Intel competition open the door for ARM to gain traction against those players?
27:17 What's Patrick Kennedy and Serve the Home looking forward to in 2020
32:20 Let's talk about Inspur & "Inspur-like" players
38:00 What's Serve the Home doing Differently in the review space?
41:00 Overarching takeaways

Special Guest: Patrick Kennedy.

Links:

]]> As ARM TechCon 2019 wraps up in San Jose, hosts Steve McDowell and Matt Kimball from Moor Insights & Strategy are joined by Patrick Kennedy of Serve the Home in a wide-ranging discussion of the entire microprocessor market, and where ARM fits in.

Here's a general timeline for the discussion, though the topics overlap, so you owe it to yourself to listent to the entire thing.

00:00 Intros
02:20 Big Themes & Announcements from TechCon
03:50 Patrick's views of TechCon from a server, storage, and networking perspective
06:00 ARM at the Edge
10:30 ARM in the Server Market
14:05 ARM in the HPC and other Server-Adjacent Spaces
17:28 ARM in power and performance hungry applications
22:00 Does OpenPOWER and IBM's recent Open Sourcing moves matter?
24:10 Does heated AMD/Intel competition open the door for ARM to gain traction against those players?
27:17 What's Patrick Kennedy and Serve the Home looking forward to in 2020
32:20 Let's talk about Inspur & "Inspur-like" players
38:00 What's Serve the Home doing Differently in the review space?
41:00 Overarching takeaways

Special Guest: Patrick Kennedy.

Links:

]]> AMD Releases an Epyc ROME while Lenovo delivers very nice earnings https://www.datacentricpodcast.com/124 447faaa5-790b-4f40-8a00-39f80e29d328 Wed, 21 Aug 2019 14:00:00 -0400 NAND Research full 2019 NAND Research 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. 32:25 no <p>Moor Insights &amp; Strategy analysts Matt Kimball &amp; 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. </p> <p>00:00 AMD's EPYC Rome server launch: How does it stack up? Is Intel really being threatened? <br> 21:30 Lenovo released very solid earnings for last quarter, continuing an impressive run of datacenter growth. Let's talk about that. <br> 32:24 The End. </p> datacenter, technology, enterprise, information technology, IT, storage, servers, processor, convergence, HCI, composable infrastructure, data fabric, CIO 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.

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.

]]> 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.

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.

]]> Dec 6 2018: Recapping Amazon re:Invent & HPE Discover https://www.datacentricpodcast.com/101 f5af037c-620e-485a-8c28-0f376e1035fb Thu, 06 Dec 2018 20:00:00 -0500 NAND Research full 2018 NAND Research 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. 36:45 no <p>In this episode of the DataCentric podcast, hosts Matt and Steve discuss 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. </p> <p>The team also recaps the highlights from HPE Discover in Madrid, where the focus was on edge computing, composable infrastructure and intelligent storage. </p> <p>*<em>Here are some links to explore, should you want to go deeper: *</em></p> <p>We've done a lot of writing about this episode's topics. You can find a round-up of articles from Moor Insights &amp; Strategy on Amazon re:Invent at the summary page <a href="http://www.moorinsightsstrategy.com/moor-insights-strategy-analyst-coverage-at-amazon-com-aws-reinvent-2018/" target="_blank" rel="nofollow noopener">here</a>: <br> <a href="http://www.moorinsightsstrategy.com/moor-insights-strategy-analyst-coverage-at-amazon-com-aws-reinvent-2018/" target="_blank" rel="nofollow noopener">http://www.moorinsightsstrategy.com/moor-insights-strategy-analyst-coverage-at-amazon-com-aws-reinvent-2018/</a></p> <p>Matt also recently <a href="https://www.forbes.com/sites/moorinsights/2018/10/17/arm-launches-neoverse-five-things-to-know/" target="_blank" rel="nofollow noopener">published a piece</a> with nice backstory on ARM in the enterprise for Forbes:<br> <a href="https://www.forbes.com/sites/moorinsights/2018/10/17/arm-launches-neoverse-five-things-to-know/" target="_blank" rel="nofollow noopener">https://www.forbes.com/sites/moorinsights/2018/10/17/arm-launches-neoverse-five-things-to-know/</a></p> <p>Matt also <a href="https://www.datacenterknowledge.com/hewlett-packard-enterprise/hpe-s-composable-infrastructure-no-longer-limited-synergy-hardware" target="_blank" rel="nofollow noopener">talked about HPE Composable Infrastructure </a>with the good folks over at datacentertechnology.com, while Steve <a href="https://www.datacenterknowledge.com/amazon/aws-glacier-deep-archive-tape-killer" target="_blank" rel="nofollow noopener">talked to them</a> about Amazon's new Glacier Deep Storage offering and it's potential impact on tape backup: </p> <p><a href="https://www.datacenterknowledge.com/hewlett-packard-enterprise/hpe-s-composable-infrastructure-no-longer-limited-synergy-hardware" target="_blank" rel="nofollow noopener">https://www.datacenterknowledge.com/hewlett-packard-enterprise/hpe-s-composable-infrastructure-no-longer-limited-synergy-hardware</a><br> <a href="https://www.datacenterknowledge.com/amazon/aws-glacier-deep-archive-tape-killer" target="_blank" rel="nofollow noopener">https://www.datacenterknowledge.com/amazon/aws-glacier-deep-archive-tape-killer</a></p> <p>Steve recently<a href="https://www.hpe.com/us/en/resources/storage/moor-insights-intelligent-storage.html" target="_blank" rel="nofollow noopener"> published a white-paper</a> describing HPE’s intelligent storage efforts gave an inteview about Amazon's new Glacier Deep Storage:<br> <a href="https://www.hpe.com/us/en/resources/storage/moor-insights-intelligent-storage.html" target="_blank" rel="nofollow noopener">https://www.hpe.com/us/en/resources/storage/moor-insights-intelligent-storage.html</a></p> HPE, Amazon, AWS, ARM, Cloud, Composable Infrastructure, Converged, Data Center, Storage, Server, HCI In this episode of the DataCentric podcast, hosts Matt and Steve discuss 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 recaps the highlights from HPE Discover in Madrid, where the focus was on edge computing, composable infrastructure and intelligent storage.

*Here are some links to explore, should you want to go deeper: *

We've done a lot of writing about this episode's topics. You can find a round-up of articles from Moor Insights & Strategy on Amazon re:Invent at the summary page here:
http://www.moorinsightsstrategy.com/moor-insights-strategy-analyst-coverage-at-amazon-com-aws-reinvent-2018/

Matt also recently published a piece with nice backstory on ARM in the enterprise for Forbes:
https://www.forbes.com/sites/moorinsights/2018/10/17/arm-launches-neoverse-five-things-to-know/

Matt also talked about HPE Composable Infrastructure with the good folks over at datacentertechnology.com, while Steve talked to them about Amazon's new Glacier Deep Storage offering and it's potential impact on tape backup:

https://www.datacenterknowledge.com/hewlett-packard-enterprise/hpe-s-composable-infrastructure-no-longer-limited-synergy-hardware
https://www.datacenterknowledge.com/amazon/aws-glacier-deep-archive-tape-killer

Steve recently published a white-paper describing HPE’s intelligent storage efforts gave an inteview about Amazon's new Glacier Deep Storage:
https://www.hpe.com/us/en/resources/storage/moor-insights-intelligent-storage.html

]]> In this episode of the DataCentric podcast, hosts Matt and Steve discuss 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 recaps the highlights from HPE Discover in Madrid, where the focus was on edge computing, composable infrastructure and intelligent storage.

*Here are some links to explore, should you want to go deeper: *

We've done a lot of writing about this episode's topics. You can find a round-up of articles from Moor Insights & Strategy on Amazon re:Invent at the summary page here:
http://www.moorinsightsstrategy.com/moor-insights-strategy-analyst-coverage-at-amazon-com-aws-reinvent-2018/

Matt also recently published a piece with nice backstory on ARM in the enterprise for Forbes:
https://www.forbes.com/sites/moorinsights/2018/10/17/arm-launches-neoverse-five-things-to-know/

Matt also talked about HPE Composable Infrastructure with the good folks over at datacentertechnology.com, while Steve talked to them about Amazon's new Glacier Deep Storage offering and it's potential impact on tape backup:

https://www.datacenterknowledge.com/hewlett-packard-enterprise/hpe-s-composable-infrastructure-no-longer-limited-synergy-hardware
https://www.datacenterknowledge.com/amazon/aws-glacier-deep-archive-tape-killer

Steve recently published a white-paper describing HPE’s intelligent storage efforts gave an inteview about Amazon's new Glacier Deep Storage:
https://www.hpe.com/us/en/resources/storage/moor-insights-intelligent-storage.html

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