DataCentric is a podcast from Steve McDowell and Matt Kimball from Moor Insights and Strategy. Last week I joined Steve and Matt for their 130th DataCentric podcast. We recorded the podcast at Arm TechCon 2019. As a result, we discussed a lot around Arm, servers, and what 2020 will bring. There are a few tidbits about STH in there as well.

Arm TechCon 2019 Wrap-Up with Patrick Kennedy from STH

Here is a quick outline of the podcast topics and their times in the podcast:

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

You can check out the full podcast here.

Final Words

It was a bunch of fun. Matt and Steve peppered me with questions and I had absolutely no preview into what they would be. Steve does a great job editing the podcast. The sound quality was largely my fault. It was a sunny 77F/ 25C day in California so I suggested we sit outside at a balcony table of the San Jose Convention Center. An undoubtedly obvious problem to sitting outside in a city is that there was an absolute ton of noise from traffic, ambulances, a gentleman that decided to unload his truck of pots and pans just below us.

Thanks again to Matt and Steve for inviting me on their podcast and chatting servers while we were at Arm TechCon 2019 last week.