40 episodes

Each episode of the DataCentric podcast delves into the latest happenings in information technology, with an eye towards understanding how it all fits together. This isn't a geeky nuts-and-bolts podcast of how to implement IT, but rather a discussion and dissection of how and where the industry is moving.
Hosted by leading industry analysts Matt Kimball and Steve McDowell, senior analysts at Moor Insights & Strategy, the DataCentric podcast covers new technologies, the trends they influence, and even gets a little "inside baseball" in discussing how the technology industry is moving forward.
Moor Insights & Strategy is a global technology analyst and advisory firm with actual industry experience. The markets we address span the Internet of Things (IoT), client computing, cloud, the software-defined datacenter, and semiconductors.

DataCentric Podcast Moor Insights & Strategy

    • Technology

Each episode of the DataCentric podcast delves into the latest happenings in information technology, with an eye towards understanding how it all fits together. This isn't a geeky nuts-and-bolts podcast of how to implement IT, but rather a discussion and dissection of how and where the industry is moving.
Hosted by leading industry analysts Matt Kimball and Steve McDowell, senior analysts at Moor Insights & Strategy, the DataCentric podcast covers new technologies, the trends they influence, and even gets a little "inside baseball" in discussing how the technology industry is moving forward.
Moor Insights & Strategy is a global technology analyst and advisory firm with actual industry experience. The markets we address span the Internet of Things (IoT), client computing, cloud, the software-defined datacenter, and semiconductors.

    Storage-made-Simple with IBM's Eric Herzog

    Storage-made-Simple with IBM's Eric Herzog

    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

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

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

    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.

    • 24 min
    Scale Computing CEO & Co-Founder Jeff Ready talks HCI

    Scale Computing CEO & Co-Founder Jeff Ready talks HCI

    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

    • 24 min
    Top 2020 DataCenter Trends

    Top 2020 DataCenter Trends

    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!

    • 35 min
    Big Trends from 2019

    Big Trends from 2019

    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.

    • 21 min
    AWS ReInvent 2019 Wrap-Up

    AWS ReInvent 2019 Wrap-Up

    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.

    • 33 min

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