DataCentric - Episodes Tagged with “Vmware”

Inside the HCI Market with Hewlett Packard Enterprise

NAND Research — Mon, 28 Sep 2020 16:00:00 -0400

What is it about HCI that enterprise IT likes so much? On this episode David Wang, HPE's director of storage marketing, drops in to talk to hosts Matt Kimball and Steve McDowell about why HCI is compelling, and how the different flavors of HCI address a range of needs in the enterprise, whether on the edge or in the core.

HPE is in an interesting place with HCI. The company has two in-house HCI solutions, dHCI and SimpliVity, and is a major mover of both Nutanix and Vmware VSAN software. How does HPE position them? And what's the right answer for your IT shop?

Join us in a wide-ranging and fascinating conversation about HCI's place in the enterprise, and where HPE's dHCI and other solutions fit.

A special thank you to Sonal Dave' for helping out with the logistics and, of course, David Wang for joining us!

Special Guest: David Wang.

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News Roundup: Twitter Hacked, VMware (maybe) spinning out of Dell, & does hardware still matter?

NAND Research — Tue, 28 Jul 2020 12:00:00 -0400

It's a potpourri episode as Moor Insights & Strategy data center analysts Matt Kimball and Steve McDowell round-up of the past few week's news: twitter was hacked, Dell Technologies says that it might spin VMware out, ARM gets yet more traction, and does a software-defined datacenter make hardware irrelevant? All this, and more, on this edition of DataCentric.

00:00 - 03:50 Virtual Conference Life
03:51 - 07:23 Twitter is hacked & the popular and tech press have very different spins on the story
07:24 - 14:24 Dell Technologies is "exploring" spinning out VMware: will they? and what's it really mean if they do?
14:25 - 29:35 A hodgepodge of ARM news as Apple announces, AWS Graviton performance numbers start coming out, and more
29:36 - 39:11 How relevant is the hardware platform in today's software defined world?
39:11 - 46:24 Microsoft endorses Citrix for Azure remote desktop.
46:25 - that's all!

Q1 2020: All About Software-Defined and As-a-Service

NAND Research — Fri, 12 Jun 2020 14:00:00 -0400

What did we learn about datacenter infrastructure from the latest batch of earnings? That’s it all about software-defined and as-a-service. Data center hardware sales were down across the board, while the bright spots for the quarter landed on Nutanix and VMware, who showed particularly strong growth in is VSAN and NSX segments. This, while the traditional OEMs saw boosts in their respective service-based offerings.

Moor Insights & Strategy Industry analysts Matt Kimball and Steve McDowell talk about what it all means.

HCI & vSAN with VMWare's Lee Caswell

NAND Research — Mon, 13 Apr 2020 12:00:00 -0400

HCI has become a rare success story, a technology that continues to grow at 25-30% year-over-year. There isn't a technology company doing more to fuel that growth than VMware, with its leading vSAN solution. vSAN almost defines HCI, owning nearly 40% of the all HCI installations (with Nutanix hot on its heels with 27% of the market).

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.

Lee talk with Matt & Steve about what's behind the continued growth of HCI, why it's become nearly ubiquitous in the enterprise, and how the technology is evolving the serve the needs of the modern hybrid-multicloud world.

Lee also shares his thoughts about the future of HCI. This is a great conversation -- don't miss it.

Special Guest: Lee Caswell .

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

NAND Research — Mon, 09 Mar 2020 14:00:00 -0400

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.

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Earnings Galore: AMD & Intel + All the Cloud Guys (plus some VMware & Cisco)

NAND Research — Thu, 06 Feb 2020 15:00:00 -0500

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.

01:50 Is the VMWare multi-core license change really a big deal?
06:40 Intel Earnings recap
09:30 AMD Earnings
11:35 Lisa Su joins Cisco's board + what's going on with Cisco's server business?
16;42 What are Google, Amazon, and Microsoft's earnings tell us about the state of the cloud market?
19:26 Thinking about Cloud & On-Prem As-a-Service
24:07 That's a wrap!

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Cisco Appoints Dr Lisa Su to the BoD — Cisco Systems, Inc. appointed AMD CEO Dr. Lisa Su to its board of directors on Monday, January 27th. What does this mean for Cisco? And how does AMD benefit from this appointment? This quick take will attempt to answer these questions and more.
What AMD and Intel numbers tell us about the DataCenter Business — Earnings season is in full swing—both AMD and Intel announced 4th quarter (and annual) results recently. Both companies claimed strong quarters with robust growth. The following few paragraphs will attempt to dissect those numbers in a little more detail and provide some guidance on what these numbers say about the 2020 business outlook.

November 2019 Event News Roundup: Microsoft Ignite, VMWorld Europe, NVIDIA GTC DC & More!

NAND Research — Wed, 13 Nov 2019 22:00:00 -0500

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!

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VMWorld 2019 Wrap-Up

NAND Research — Fri, 06 Sep 2019 13:00:00 -0400

VMworld, which has become ground-zero for setting the direction for IT infrastructure, just wrapped up in San Francisco. Attended by over 21,000(!) people, it's become one the largest tech conferences in the world.

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.

July 2 2019: HCI Market Share Numbers + Wrapping up HPE Discover

NAND Research — Tue, 02 Jul 2019 17:45:00 -0400

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.

3:26 HPE Discover recap -- it's Everything-as-a-Service
16:00 HCI Market Continues to grow, but there's drama in the numbers.

Special Dell Tech World Day 1 Recap: All About that Cloud!

NAND Research — Mon, 29 Apr 2019 23:00:00 -0400

Day one of Dell Technologies World 2019 has just concluded, and Matt & Steve from Moor Insights & Strategy provide a quick recap of the day's events, from serving humanity to VMWare everywhere.

The first day of Dell Tech World usually lays out the major themes that we should expect to hear through the four days of the conference, before the more product-focused announcements kick in on Tuesday. This year it's all about Dell Technologies being a global leader, and taking that leadership seriously. There were panels on diversity, and consistent messages about providing the technology that makes the world a better place.

That's not to say there wasn't news: Microsoft CEO stood on a stage with Pat Gelsinger and sang the praises of VMWare and Azure working better together as he described a new Microsoft offering (who would have ever imagined that one?). VMWare takes their dominance very seriously, and is making moves to protect that. Dell EMC has embraced VMWare, and is telling a "better together" story that we're not sure we've heard before.

And that Michael Dell -- he was everywhere. He continues to be one of the most accessible (and least scripted) technology CEOs in the industry.

Spend 15 minutes with Matt Kimball and Steve McDowell, hear all about it.