43 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
    • 5.0, 4 Ratings

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.

    Cybersecurity in the age of the Intelligent Edge: A conversation with HPE and Aruba

    Cybersecurity in the age of the Intelligent Edge: A conversation with HPE and Aruba

    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.
    Links:
    CyberSecurity in the Edge Era: A Practitioner's Guide (Research Paper)

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

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

    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)

    • 48 min
    Edge Computing: New Announcements from DELL & HPE + News!

    Edge Computing: New Announcements from DELL & HPE + News!

    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 Up
    Links:
    Dell Introduces New Edge ProductsLenovo Delivers Record EarningsAMD Expand EPYC Lineup

    • 35 min
    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

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