data fabric

It's been a big week for IBM. The company closed its acquisition of Red Hat, while also expanding its storage offerings. We bring in IBM's Storage group CMO Eric Herzog to tell us all about the new storage offerings. For Eric, it's all about Applications, Workloads, and Use Cases, but with a strong focus on data protection and Big Data/AI. Keeping with that theme, IBM Storage releases a massive update to its Spectrum Discover tool for big data and AI, which now supports a broad swath of third-party storage solutions, while IBM Spectrum Protect Plus takes on new cloud capabilties. There's more, but you need to tune in and let Eric tell you all about it. And did you know that IBM used to have a corporate song? Of course you did. Given the strong IBM slant on this podcast, we'll close out with a rendition that we snagged from IBM's corporate archive site. Listen in! Times 00:30 IBM Closes the Red Hat acquistion 07:10 IBM Releases new Storage Offerings 09:35 IBM Storage CMO Eric Herzog joins to talk about what IBM is releasing today 23:09 IIAR industry analyst awards 25:43 IBM's traditional corporate song: Ever Onward! Special Guest: Eric Herzog.

HCI market share numbers for Q1 2019 are in and, boy, have things changed! Nutanix slides while Dell EMC holds dominance in branded systems, but isn't that part of Nutanix's strategy? Shifting to less branded, more partner/OEM sales? That, plus we recap the big themes from the recent HPE Discover Conference. All that, and more, from Matt Kimball and Steve McDowell, technology analysts at Moor Insights & Strategy. 3:26 HPE Discover recap -- it's Everything-as-a-Service 16:00 HCI Market Continues to grow, but there's drama in the numbers.

During this wide-ranging half-hour discussion recorded live at the 2019 HPE Discover in Las Vegas, hosts Steve McDowell and Matt Kimball talk to HPE's Director of Server Software and Product Security, Bob Moore, about the insidious attack vectors that are emerging. This covers everything from firmware attacks to supply chain interceptions, along with the growth of mafia-like organizations that are driving attacks at an unprecedented scale. We also talk about how the industry is helping IT respond to those attacks. IT best practices are being supplemented by silicon-based defenses, AI-driven predictive analytics (such as HPE's own InfoSight), and new cyber-insurance offerings. It's a jam-packed, wide-ranging discussion. It's also one you won't want to miss. Thanks you to Bob Moore for joining us, and HPE's analyst relations team for helping coordinate it all. Special Guest: Bob Moore.

Joining the podcast this week is Gary Thome, HPE's vice president and chief engineer within the Converged Datacenter Infrastructure business. Moor Insights & Strategy analysts Matt Kimball and Steve McDowell talk to Gary to gain a deeper understanding of what converged infrastructure is, and how it fits into modern IT architecture. It's a fascinating conversation that will help you better understand what's happening in this new world Thank you to Gary for taking the time to talk to us, and the HPE analyst relations crew for hooking us up. Special Guest: Gary Thome.

HPE Discover kicks off with an overwhelming list of themes focused around software-defined, multi-cloud, intelligent edge, and, of course, the stars of the show: Storage and HCI. Hosts Matt Kimball & Steve McDowell provide a high-level recap of all the happenings, and contextualize the announcements. You won't want to miss it! HPE Launches Primera high-end storage. SimpliVity gets two new offerings + now supports HPE InfoSight Composable Infrastructure A "cloudless" furture? And more!

Last week was a big week for earnings, with Hewlett Packard Enterprise beating the street and providing some intriguing commentary in their conference call, Pure Storage misses its number while putting up great growth numbers, and NetApp is clearly struggling. All that, along with good discussion of Lenovo, plus grossly uneducated musings on China & Huawei. Looking to jump to the part you're interested in? Here's where things line up: 1:00 Themes across all earnings: this there an elongation of the enteprise sales cycle? What's it really mean? 3:00 HPE Earnings: Cray Acquistion, Edge, Servers, Storage, Software Defined, GreenLake 14:50 NetApp Earnings: we continue to be bearish, unless they go deeper with Lenovo 23:40 Pure Storage Earnings: Don’t be fooled — their earnings don’t reflect their momentum. 32:00 China: Some uneducated discussion about latest news. 38:00 Miscellaneous News: AMD, Intel Bugs, plus random musings 41:32 What’s coming up? HPE Discover.

Recorded live from Lenovo Accelerate in Orlando, FLA, hosts Matt Kimball and Steve McDowell wrap up their coverage of the event. They talk servers, storage, edge, networking, Lenovo's place in the world, and touch on the overall vibe of the event.

We're podcasting live from Lenovo Accelerate in Orlando, and there are special guests! Shekhar Mishra, Director of Product Marketing for Software Defined Datacenter at Lenovo, and Patrick Moorhead, founder and principal analyst at Moor Insights & Strategy join hosts Matt Kimball and Steve McDowell in an interesting and informative discussion of the impact of software-defined infrastructure, HCI, and cloud on enterprise IT. The group talks about the value of a flexible infrastructure for enterprise IT, the forces behind the trend towards a software-defined infrastructure, the current market, and Lenovo's offerings in the space. If you care about software-defined infrastructure (and if you work IT, then you should!), you should tune in! Special Guests: Patrick Moorhead and Shekhar Mishra.

Dell Tech World day 3 was a day of closure, better coffee, and smuggled bacon. Hosts Matt Kimball and Steve McDowell talk about their key takeaways in this short recap of what was a great event. Storage. Servers. Edge. VMWare. HCI/CI. And much, much more.

In this episode of the DataCentric podcast, hosts Matt Kimball and Steve McDowell (both from Moor Insights & Strategy) go deep on Intel's DataCentric Innovation Day, where Intel formally launches its new Cascade Lake Xeons, while also opening the kimono on Intel Optane DC Persistent Memory. Optane promises to be disruptive to storage and how the industry thinks about in-memory compute. The OEMs community has been waiting for all of this, and there are a bunch of new products on the way. What's all of this Intel news mean to AMD? Matt & Steve talk about it, along with some other recent news items from the storage world. More critically, Matt contemplates trading in his Windows laptop for a Macbook, while Steve wonders if it's really OK to hope that his kid's team loses early in this weekend's tournamont (don't judge). 02:10 Intel’s DataCentric Innovation Day — Cascade Lake & Optane 09:25 Intel’s DataCentric Innovation Day — Optane Persistent Memory 24:20 Where Does AMD Fit in the New Cascade Lake/Optane World? 31:00 Excelero & Lenovo Data Systems 34:22 Pure Storage Acquires CompuVerde 36:00 Shoud Matt buy a Mac? 42:46 Twenty Years since Network Engines 46:17 IDC Converged Infrastructure Numbers are Out 48:42 Is it ok to root for you kid’s ball team to lose?

The latest server and storage market numbers are out, and there are some big winners. And some big losers. Matt & Steve go all "inside-baseball" and talk about what it all means. They also touch on recent news around NVIDIA's Mellanox acquisition, Intel's CXL consortium, and the momentum of the Chinese technology providers. 01:30 IDC Releases 4Q2018 Server Market Numbers 06:08 What's it mean for the HyperScalers? 10:10 What's happening with Huawei? 11:55 Lenovo Data Center team is on fire 14:14 Is there a real slow-down in the server market? Or are we waiting on new parts? 17:50 IDC Releases 4Q2018 Storage Market Numbers 21:30 Hitachi and Storage 23:30 Can you pick the storage market winner from Hardware sales numbers? 24:50 Where's Pure Storage? 26:20 How does Capacity-on-Demand factor into how we count storage & servers? 28:40 Units vs Revenue in the Storage Market 31:30 News: Intel CXL Consortium 35:00 News: NVIDIA buys Mellanox 37:40 Wrapping Up: Where are Steve & Matt spending the next few weeks?

Steve McDowell and Matt Kimball, senior datacenter analysts at Moor Insights & Strategy, leave their impressions from IBM's recent Think event, where IBM demonstrated impressive infrastructure while delivering a message focused on enterprise class problems. IBM has long been a trendsetter and early promoter of new architectures such as cloud, capacity on-demand, and solution deliver. They haven't stopped. Lenovo announced earnings, where the company delivered double-digit growth in its enteprise business, with a surprising confession that it might have hit triple digits in North America. At the same time, Hewlett Packard Enterprise's earnings showed that (for HPE) the future is all about converged infrastructure, where its HCI business grew a whopping 70%. What's it all mean? Matt & Steve puzzle that out. There's also news of ARM Holdings delivering a new enterprise-class server and edge core. Does that mean that Linus is wrong, and ARM has a future in server? All that, plus the fellows inadvertantly learn that if you record outside on an unseasonably warm day in March, even with a directional microphone, that the birds will have their say.

In this episode of the DataCentric podcast, hosts Matt and Steve from Moor Insights & Strategy discuss the trends that drove the past year in enterprise compute. They touch on the just-released market numbers for enterprise server and storage, talk about how the realities of cloud are impacting innovation in a hybrid-cloud world, Nutanix, Microsoft Azure, and more. 00:00 Introductions 01:20 3Q18 Server and Enterprise Storage Numbers 02:20 The Impact of China on the Enterprise Hardwarwe Market 06:20 The Rise of Hybrid Cloud and On-Prem Consumption Based Services 12:00 Is Nutanix the Disruptor-in-Waiting? 15:30 HCI, Converged, and Composable Infrastructure 23:50 Why aren't we talking more about Microsoft Azure? 28:00 Processors are heating up 31:00 Wrapping Up Companies mentioned: Dell EMC, Hewlett Packard Enteperprise, Inspur, Lenovo, Huawei, Amazon Web Services, Microsoft, Pure Storage, VMWare, Nutanix, Intel, Advanced Micro Devices