data fabric

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.

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.

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

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.

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!

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.

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.

As Hewlett Packard Enterprise launches its bare-metal container platform at KubeCon this week, Moor Insights & Strategy analysts Matt Kimball and Steve McDowell have a conversation with HPE VP and Chief Cloud Strategist Robert Christiansen. The guys talk about how HPE views cloud workloads, and how the power of Kubernetes and containers might just be the right answer for both cloud and edge. It's a great conversation with unexpected insight about the long-term impact of Kubernetes on IT architecture. HPE is helping to shape that future as it brings the power of MapR and BlueData into the fold. Listen in. Thank you to Robert for taking the time to join us this week. Special Guest: Robert Christiansen.

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!

NetApp is about more than just about on-prem enterprise storage. They are changing with the industry as it embraces HCI, Cloud Native, and Kubernetes as part of the Data Fabric. This is critical to the company's strategy. We had the chance to sit separately with NetApp's SVP & GM of Cloud Native (which includes its Kubernetes/Containers activity) Anthony Lye to talk about how NetApp and its enterprise customers view that space, as well as how they are evolving from an "on-prem first" storage player into a multi-cloud and cloud-native solution. We also had a great conversation with NetApp's Chief HCI Architect Adam Carter at the show who talked about the philosophy behind NetApp's untraditional approach to HCI. This one is a great listen, and we owe a serious debt of graditude to both Anthony and Adam for making the time at a busy event, as well as the entire NetApp A/R and PR team who made it all happen. 00:00 - 05:15 Matt & Steve hit on some recent news & travel, including Micron 3D XPoint and FujiFilm's IT Summit 05:15 - 24:00 NetApp HCI with Adam Carter, as well as Matt & Steve's post-interview discussion & thoughts 24:00 - 34:50 NetApp's Cloud Native and Container Strategy with NetApp GM and SVP Anthony Lye 34:50 - 36:32 Wrapping Up Special Guests: Adam Carter and Anthony Lye.

As ARM TechCon 2019 wraps up in San Jose, hosts Steve McDowell and Matt Kimball from Moor Insights & Strategy are joined by Patrick Kennedy of Serve the Home in a wide-ranging discussion of the entire microprocessor market, and where ARM fits in. Here's a general timeline for the discussion, though the topics overlap, so you owe it to yourself to listent to the entire thing. 00:00 Intros 02:20 Big Themes & Announcements from TechCon 03:50 Patrick's views of TechCon from a server, storage, and networking perspective 06:00 ARM at the Edge 10:30 ARM in the Server Market 14:05 ARM in the HPC and other Server-Adjacent Spaces 17:28 ARM in power and performance hungry applications 22:00 Does OpenPOWER and IBM's recent Open Sourcing moves matter? 24:10 Does heated AMD/Intel competition open the door for ARM to gain traction against those players? 27:17 What's Patrick Kennedy and Serve the Home looking forward to in 2020 32:20 Let's talk about Inspur & "Inspur-like" players 38:00 What's Serve the Home doing Differently in the review space? 41:00 Overarching takeaways Special Guest: Patrick Kennedy.

In the data era, data protection is everything. Cyber resilience can mean life and death for companies that rely on intelligence to drive business. So what’s more important? Securing your organization? Or being able to quickly recover from cyberattacks without having to pay ridiculous ransom amounts to a group of hackers in Eastern Europe?  The answer is “both.” In this Datacentric podcast, Steve and Matt speak with Arcserve about its partnership with Sophos and how this integrated solution can help in both the prevention and recovery from cyber incidents. Oussama El-Hilali, Arcserve’s CTO and Clark Brown, VP of Channel Sale and Strategic partnerships talk about the trends leading to this partnership and how they view the market evolving. Special Guests: Clark Brown and Oussama El-Hilali.

A catch-up podcast as Moor Insights & Strategy technology analysts Matt Kimball & Steve McDowell run through a very news-filled September. The guys recap Red Hat Summit, Pure Accelerate, and also hit product announcements from Dell EMC, IBM, and Huawei, bemoan the dwindling quality of conference SWAG, and more. Much, much, more: Red Hat might be owned by IBM, but its about helping enterprises manage digital transformation, focused on where "opportunity and innovation intersect". Steve's a little dense on this topic, and Matt helps him understand what Red Hat's up to. Pure Storage holds its annual conference in Austin, where they announce new products and supplement others. It's all about delivering a consistent data-driven expeirence to enteprises, and IT practitioners seem to be on-board. We also talk about partying back-stage with Weezer. Beyond that, there are Optane-related storage announcements from Dell and Oracle, while Huawei releases the highest-capacity flash array in the world. Times: 00:00 Start! 01:45 Red Hat Summit - Digital Tranformation! 14:40 Pure Accelerate (and Weezer!) - New QLC Flash Array, Optane Caching, Consumption-Based, Cloud Volumes! 26:20 Huawei Ships the Worlds Largest All Flash Storage Array 28:40 IBM Ships a Really Fast Storage Array for MainFrame 31:00 Dell updates its PowerMax storage with Optane persistent memory for both read & write. 35:40 Oracle also puts Optane in a storage box, if you want to buy an Oracle box. 36:30 Dell puts AMD's Epyc Rome CPU in a couple of new servers 42:25 Where are the guys focused over the next few weeks?

Want to hear a good origin story? Or about the future of data? You're in luck. As Pure Storage heads into its annual Pure Accelerate Conference in Austin next week, it's looking to celebrate its 10th anniversary. 10 years in which Pure has grown from a seed-stage start-up to a ~$4B publically traded company. And Pure continues to be a disrupter in the storage industry. Given this milestone, we thought we'd step back and talk to the man behind the all-flash storage revolution, Pure's Co-Founder and CTO John "Coz" Colgrove. Coz touches on everything you're interested it, from the origins of Pure, to current challenges, to the future of storage. The interview starts about 3 minutes in, if you're the type who likes to fast foward. Special thanks from the MI&S DataCentric team to Terri, Armi, and Rena at Pure Storage for making this happen and, of course, to Coz, who was very generous with his time. Tune in! Special Guest: John "Coz" Colgrove.

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.

What's the secret of Pure Storage's success? Having pushed the industry into the All-Flash era, they now find themselves growing 30%/year and landing alone as the only storage vendor showing growth in this quarter's round of earnings. Pure Storage CEO Charlie Giancarlo joins the DataCentric podcast to talk about both what's behind Pure's current success, and how he envisions a future where "data" is a utility. Charlie gives us his insight on: What fuels Pure's current success. Where Pure is feeling challenged. How to succeed with customers: "Pleasantly surprise them... they tend to like you when you give them their nights and weekends back" The intersection of Flash and Cloud: "Customers should have the same experience in flash and cloud" The impact of AI to the enterprise (and storage): "Any part of [an enterprise's] data may be valuable someday" Pure's vision of the future: "Data should be a utility... delivered where its needed, how its needed" Social Responsibility in the Tech Industry Join in. On iTunes, or where ever you get your podcasts! Special Guest: Charles "Charlie" Giancarolo.

Moor Insights & Strategy analysts Matt Kimball & Steve McDowell are back from their various summer adventures and are easing back into the podcast saddle by asking the question: Is AMD's new Rome server part really "all that"? Should IT buyers care? And if you do, should you buy a server from Lenovo, who's continuing a stellar run of solid execution? All that, and more, on the newest DataCentric. 00:00 AMD's EPYC Rome server launch: How does it stack up? Is Intel really being threatened? 21:30 Lenovo released very solid earnings for last quarter, continuing an impressive run of datacenter growth. Let's talk about that. 32:24 The End.