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

Links:

• Dell Technologies Earnings Presentation

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

Links:

• Dell Introduces New Edge Products

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)

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?

Links:

• Cisco Appoints Dr Lisa Su to the BoD

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:

Special Guest: Jeff Ready.

Links:

• Steve's Forbes Column on Scale Computing

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)

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.

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:

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.