Episode | April 13th, 2020 | Season 2020 | 42 mins 24 secs
enterprise, hci, interview, vmware, vsan
HCI continues to demonstrate exceptional growth, and there's no technology company doing more to fuel that growth than VMWare, with its leading VSAN solution. The face of VSAN for VMWare is Lee Caswell, and this week Lee joins Matt & Steve to talk about what's behind the growth of HCI as a technology, what's happening in that world today, and where it's all heading.
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.
Episode | February 6th, 2020 | Season 2020 | 24 mins 8 secs
amazon aws, amd, cisco, earnings, google cloud, intel, microsoft azure, vmware
It's been a busy few weeks on the earnings front, as Intel blows away all estimates, AMD does well enough, and the cloud wars continue to rage with Google Cloud, Amazon AWS, and Microsoft Azure. That, and both VMWare and Cisco are back in the news. What's it all mean? Tune in and find out.
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 | September 6th, 2019 | Season 2019 | 45 mins 20 secs
cio, composable infrastructure, conference, convergence, datacenter, enterprise, hci, information technology, it, processor, servers, storage, technology, vmware, vmworld
VMworld, which has become ground-zero for talking about deploying IT infrastructure, just wrapped up in San Francisco. Moor Insights & Strategy senior datacenter analysts Matt Kimball and Steve McDowell talk about what it all means.
Episode | July 2nd, 2019 | Season 2019 | 27 mins 29 secs
dell technologies, hci, hewlett packard enterprise, hpe, nutanix, vmware
HCI market share numbers for Q1 2019 are in and, boy, have things changed! Nutanix slides while Dell EMC holds dominance in branded systems, but isn't that part of Nutanix's strategy? Shifting to less branded, more partner/OEM sales? That, plus we recap the big themes from the recent HPE Discover Conference. All that, and more, from Matt Kimball and Steve McDowell, technology analysts at Moor Insights & Strategy.
Episode | April 29th, 2019 | Season 2019 | 14 mins 52 secs
azure, conference, dell emc, dell tech world, microsoft, vmware
Day one of Dell Technologies World 2019 has just concluded, and Matt & Steve provide a quick recap of the day's events, from serving humanity to VMWare everywhere.