DataCentric

The Intelligent Edge, encompassing "devices that aren't in the datacenter", is growing at a nearly exponential rate. This challenges how traditional IT thinks about managing intelligent infrastructure, especially at the intersection of IT and OT, forcing everyone to think just a little bit differently -- all of this as nearly every company is forging their own paths. DataCentric hosts Matt Kimball and Steve McDowell are joined by two experts in this field: Jon Green, VP and Chief Security Technologist and Aruba, a Hewlett Packard company, and Tim Ferrell, master cybersecurity architect at Hewlett Packard Enterprise, bring their unique perspectives about the challenges involved. The gang ponders the how IT should think about evolving people, processes, and practices in the age of the Intelligent Edge. This episode is sponsored by Hewlett Packard Enterprise. Special Guests: Jon Green and Tim Ferrell.Sponsored By:Links:CyberSecurity in the Edge Era: A Practitioner's Guide (Research Paper)

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:Dell Technologies Earnings PresentationHPE Earnings PresentationVmware Earnings PresentationHPE/Cray & AMD win DOE's El Capitan Supercomputer BidInside Ampere's Altra 80-core ARM part (from servethehome.com)Intel's Jim Keller reads "mean tweets" Jim Keller video podcast with Lex Fridmen (youtube)

Dell Technologies releases new edge products, HPE drops a new micro-server for edge and SMB, and Lenovo announces earnings. What's it all mean? Where's it all fit? Moor Insights & Strategy technology analysts Matt Kimball and Server McDowell try to figure it all out. Timeline: 04:15 New Edge offerings from Dell Technologies 14:55 Huawei and the Edge 18:25 HPE Proliant Microserver Gen 10 23:24 New Entry-Level EPYC parts from AMD 24:12 Lenovo Earnings 34:29 Tidying UpLinks:Dell Introduces New Edge ProductsLenovo Delivers Record EarningsAMD Expand EPYC Lineup

On the heels of a big set of announcements from IBM Storage, Eric Herzog, Chief Marketing Officer and VP of Worldwide Storage Channels for IBM, joins Moor Insights & Strategy senior technology analyst Steve McDowell for a conversation about what's new and different from IBM as the company both simplifies its non-mainframe storage offerings with top-to-bottom FlashSystem products, and continues its efforts to bring that simplicity to a hybrid-multicloud world. Matt Kimball is away this week on special assignment. Special Guest: Eric Herzog.Links:Overview of IBM Storage Announcements (IBM)IBM Storage Announcement Coverage, with comments by Steve McDowell

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!Links: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.

Scale Computing is a pioneer in HCI (inventing, in fact, the very term). The company has just come off a record year demonstrating 90% growth. They also recently showed off a full HCI cluster running on an Intel NUC. Scale's CEO and Co-Founder Jeff Ready joins us on this episode of DataCentric, where we talk about: The origins of Scale Computing, and HCI Where HCI fits into enteprise architecture Why HCI is a great fit for the edge, both as it exists today (ROBO, etc), as well as what will be enabled by 5G. What Scale Computing is doing differently in the world of HCI. Special Guest: Jeff Ready.Links:Steve's Forbes Column on Scale ComputingMoor Insights & Strategy Qualitative Report of Scale Computing's HC3 HCI SolutionScale Computing's January 2020 Announcement of 2019 Performance

It's 2020, and that means a whole new set of predictions for the year! Join Moor Insights & Strategy technology analysts Matt Kimball and Steve McDowell as they discuss what they believe will be the most impactful trends impacting data centers and IT architecture over the coming twelve months. 02:21 Silicon Architecture is no longer a buying critera for servers -- it's all about matching capabilities to workloads (whether x86 or ARM) 09:50 The Public Cloud providers will begin a cycle of acquistions to move their offerings up-the-stack. 19:30 The big OEMs will stop talking about servers and storage and instead both double-down on consumption-based compute models, and deliver more workload-specific solution stacks. 28:20 It's not the year of edge (yet), but 5G is deploying and it will be the year that Edge impacts IT planning for the following years. 35:46 The End!

It's been an eventful year, but largely one setting chess pieces up for what's to come. Moor Insights & Strategy technology analysts Steve McDowell and Matt Kimball each give their top trends of the past year. Not to spoil it, but you can jump directly to the topics from the timeline below: 00:50 Silicon is Sexy Again! Whether we're talking about AMD, ARM, Ampere, NVIDIA, Intel, or one of the emerging players, we're talking about chips. 03:13 The Year of AI Enablement, both applications & inference, with a coming battle for the inference market 05:38 OEMs are Moving to Solution Sales & Application Stacks 08:30 There's a Fight Brewing for On-Prem As-as-Service 13:45 Kubernetes dominated the headlines, but is it here to stay? 16:25 More as-a-service, as we dig deeper into consumption based computing 21:22 The End.

Amazon's massive AWS ReInvent Conference is nearly overwhelming in its breadth and scope, with dozens of announcements spanning numerous areas, from ARM to AI to on-premises Outpost. Moor Insights & Strategy senior analysts Matt Kimball & Steve McDowell help clear the path and talk about what the sum of it all really means to IT, as well as the rest of the technology industry.

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.