Matthew Kimball @MattKimball_MIS Twitter profile

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Matthew Kimball

@MattKimball_MIS

2 years

Someone once said - either be first or last - nobody remembers who was in the middle. With that said - 2023 predictions for enterprise IT. I name names...such as @Oracle @HPE_GreenLake @nutanix and @intel

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Matthew Kimball

@MattKimball_MIS

2 years

It's official - 4th Gen @Intel Xeon scalable processor (Sapphire Rapids) has launched. There's a lot to unpack in this latest generation - and a few questions to answer. Coverage below 👇👇

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Matthew Kimball

@MattKimball_MIS

8 months

The AI chip battle is underway. @AMD took direct aim at @nvidia with the launch of its MI300 Series accelerators. My thoughts, and why I think the company is going to sell as many as they possibly manufacture, are below:

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Matthew Kimball

@MattKimball_MIS

2 years

" @Arm based servers will never be deployed in the enterprise datacenter..." - (almost) everybody @MoorInsStrat colleague @sr_mcdowell & I discuss what the new @HPE RL300 Gen11 Server, based on @AmpereComputing means for the digital enterprise.

Steve McDowell on LinkedIn: HPE Discover 2022: HPE's New Ampere-based ProLiant

Hewlett Packard Enterprise announced a new ProLiant server based on Ampere's Arm-based processor. Matthew Kimball & I talk about what it means, live, from…

www.linkedin.com

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Matthew Kimball

@MattKimball_MIS

6 years

Just got around to looking at @Nutanix quarterly numbers. 1057 new customers in the quarter. 57% YoY growth in billings. Shifting to software model. Partnerships with most of the server vendors. Seeing parallels to the dominance of @VMware in the early days of server virt.

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Matthew Kimball

@MattKimball_MIS

6 years

Well done @nutanix ! The most unique keynote opening I've seen in 25 years. Complete with nerd floats!!! #NEXTConf

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Matthew Kimball

@MattKimball_MIS

2 years

. @HPE_GreenLake Security Shared Responsibility Model (SSRM) - defining the terms of engagement for managing your hybrid world. What was announced? What does it mean? Check out my thoughts on @LinkedIn @HPE_Discover

HPE Introduces The GreenLake Security Shared Responsibility Model

Update: to watch the full session on HPE GreenLake Security Shared Responsibility Model, please visit here. The second day of HPE Discover is maybe the most fun for me.

www.linkedin.com

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Matthew Kimball

@MattKimball_MIS

2 years

Big news out of ⁦ @HPE_Discover ⁩ The first ProLiant Gen11 Server was announced… on ⁦ @AmpereComputing ⁩ Find insights from ⁦ @MoorInsStrat ⁩ CEO ⁦ @PatrickMoorhead ⁩ and myself below

HPE Armed And Ready For The Enterprise And Service Providers With Ampere-Based HPE ProLiant RL300...

Senior Analyst, Servers, Matt Kimball, dives in as HPE Discover 2022 started with a bang today as HPE announced the ProLiant RL300 Gen 11 server.

www.forbes.com

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Matthew Kimball

@MattKimball_MIS

2 years

. @HPE_Discover had a lot to discuss - here's a quick breakdown on what the @MoorInsStrat team heard and saw - and some lasting impressions, including @HPE_GreenLake announcements and a really cool new @Arm based server powered by @AmpereComputing

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Matthew Kimball

@MattKimball_MIS

2 years

. @HPE_GreenLake & @nutanix are bringing the cloud to the enterprise @sr_mcdowell & I chatted w/NTNX CMO @1MandyDhaliwal & CCO @TarkanMane on the strength of the @HPE partnership & what makes it work so well @HPE_Discover - back with a vengeance!

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Matthew Kimball

@MattKimball_MIS

2 years

. @HPE_Discover had a lot of big news @MoorInsStrat founder @PatrickMoorhead joined @sr_mcdowell and I on @datacentriccast to discuss what these announcements mean for enterprise IT - and how this aligns to @HPE 's strategy

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Matthew Kimball

@MattKimball_MIS

6 years

Day 2 #NEXTconf thoughts - 1. If you think @Nutanix is an HCI company - think again! 2. NTNX has an incredibly comprehensive vision - IoT to edge to network to cloud to datacenter. 3. NTNX customers ( #Nutanixeer ) are enthusiastic! 4. Check out Project Sherlock - big deal!

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Matthew Kimball

@MattKimball_MIS

4 months

@TonyMassarotti Meanwhile, all of the "fans" are singing Sweet Caroline while the team is down by 8 runs. Has Fenway become nothing more than a tourist attraction at this point?

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Matthew Kimball

@MattKimball_MIS

5 years

Big @AWSreInvent announcement - EC2 6th Gen * New Graviton2 CPU * Perf > x86 instances * Kills on price/performance Based on @Arm N1 SiArch *First I've seen of N1 in the market (living up to hype) Best coverage from @PatrickMoorhead here -

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Matthew Kimball

@MattKimball_MIS

2 months

OK... @intel 's Pat Gelsinger was on stage today at Computex to reveal more on Xeon 6 and Gaudi. Quick takeaways: Xeon 6: - x86 CPU market is more competitive than ever - The days of one company having a massive advantage in terms of "billboard specs" are over - now it's about

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Matthew Kimball

@MattKimball_MIS

3 years

. @HPE makes a lot of noise around @HPE_GreenLake at @HPE_Discover . One of those announcements - the unveil of Project Aurora - is a big deal. Check out my thoughts here - #HPEDiscover

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Matthew Kimball

@MattKimball_MIS

2 years

. @Lenovodc had a great quarter. -SSG ⬆️23% Y/Y -ISG $2BQ (1st ever), ⬆️14%Y/Y - cloud, server & storage outgrew market -Edge biz - doubled -HPC - continuing to add to the Top500 Looks like @KirkSkaugen and team found their groove.

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Matthew Kimball

@MattKimball_MIS

1 year

. @Intel unveiled some more details around its Xeon plans for 2024 at @hotchipsorg 2023. (E)fficiency Core - Sierra Forest (P)erformance Core - Granite Rapids Both built on the Intel 3 process Details below

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Matthew Kimball

@MattKimball_MIS

5 years

. @hpe and @Nutanix on stage talking about services and choice. Feels like a great first date. Curious to see where this goes... #NEXTconf

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Matthew Kimball

@MattKimball_MIS

5 years

Another week, another trip. Up next - @nutanix #NEXTconf in Anaheim. One of my favorite shows. Informative and enthusiastic. #analystlife

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Matthew Kimball

@MattKimball_MIS

4 years

. @Lenovodc doubled down on its @AMDServer portfolio today. Here are some thoughts on what this means for IT shops.

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Matthew Kimball

@MattKimball_MIS

6 months

Seriously @nvidia Seriously Datacenter biz up 27% quarterly. And *409%*YoY Is this a joke? Holy heck

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Matthew Kimball

@MattKimball_MIS

5 years

One of the best quotes I've heard in a while at the #RHAnalystDay event - "...planning is dead. Rather, we look for intersecting interests." Agile product management. Thriving in the opensource upstream. I believe this approach drives @RedHat continued success.

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Matthew Kimball

@MattKimball_MIS

9 months

. @AWS reveal of Graviton4 was the most interesting news out of #reinvent2023 . Scale out and scale up capabilities put this in direct competition with @intel Xeon and @AMDServer . Analysis here 👇🏼👇🏼👇🏼

RESEARCH NOTE: AWS Announces New Graviton4 Silicon for Both Scale-Out and Scale-Up Workloads

When AWS first announced instances based on its own Graviton processors in 2018, it accelerated an industry movement toward Arm-based servers for scale-out, cloud-native workloads. This move further...

moorinsightsstrategy.com

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Matthew Kimball

@MattKimball_MIS

4 months

OK - it's official, @PGelsinger is dancing on stage with Gaudi 3. Introducing @intel 's latest AI accelerator -across the board incredible numbers related to perf per watt and perf per dollar - training and inference. Available as a mezz card, PCIe card or a baseboard.

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Matthew Kimball

@MattKimball_MIS

6 years

WOW!!! Who saw this coming? Does the market need anymore validation of @Arm in the data center?? #Neoverse vision is coming to life. EC2 instances (A1) Powered by Arm-Based AWS Graviton Processors via @awscloud

New – EC2 Instances (A1) Powered by Arm-Based AWS Graviton Processors | Amazon Web Services

Earlier this year I told you about the AWS Nitro System and promised you that it would allow us to “deliver new instance types more quickly than ever in the months to come.” Since I made that promise...

aws.amazon.com

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Matthew Kimball

@MattKimball_MIS

1 year

Took a bit to sift through all of the announcements and news coming out of @VMware Explore last week. Top takeaways are below -

VMware Explore 2023 Recap: It’s All About Your Data

VP & Principal Analyst, Datacenter Compute, Matt Kimball, shares interesting announcements and his takeaways from VMware Explore 2023.

www.forbes.com

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Matthew Kimball

@MattKimball_MIS

5 years

. @Lenovodc jumps on the @AMDServer bandwagon in a big way with 16 world records, including SPECpower. In case you were wondering if @AMD was back - this launch event should put any question to rest - with an exclamation point!

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Matthew Kimball

@MattKimball_MIS

5 years

What to make of chip startup Nuvia? No detail beyond "new chip design..." But here's the thing - founders are rock stars and getting lots of $$ from really wise investors. Can't wait to learn more. PS - Bringing @jonmasters on was a great hire.

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Matthew Kimball

@MattKimball_MIS

6 years

Two things - 1. Great choice. Congrats to @Intel and to Bob! 2. How can you not love the headlines of @TheRegister ? Seriously. Golden snark- You're the Swan that I want, you are the Swan I want, ooh ooh ooh: Intel anoints Bob as CEO via @theregister

You're the Swan that I want, you are the Swan I want, ooh ooh ooh: Intel anoints Bob as CEO

Swan's throng. Chipzilla's only Swan and done it. And Swan more for luck, etc etc

www.theregister.com

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Matthew Kimball

@MattKimball_MIS

8 months

Curious about @intel 's 5th Gen Xeon CPU? There's a lot more to this chip than cores and memory. My coverage below 👇👇👇

RESEARCH NOTE: Digging into Intel’s 5th Gen Xeon Scalable CPU

Intel unveiled its 5th Gen Xeon Scalable CPU, codenamed Emerald Rapids, to the world last week, emphasizing its performance, power, and security. At the New York City launch event, the company...

moorinsightsstrategy.com

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Matthew Kimball

@MattKimball_MIS

10 months

Just wrapped a great conversation with @leecaswell of @nutanix and @Cisco 's @danmcginniss . Curious about the Nutanix - Cisco relationship looks like and the co-engineering that went into delivering this solution to market? Stay tuned...

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Matthew Kimball

@MattKimball_MIS

4 months

The glamorous life of an analyst. On the backside of a sinus infection just in time for an early, Sunday morning flight. I think this is go to be well worth it - ⁦⁦⁦⁦ @intel ⁩ Vision is a great conference!

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Matthew Kimball

@MattKimball_MIS

1 year

Oh no you didn’t, @HPE GreenLake for LLM And the entire AI Journey Democratization of AI - can I say that?? #HPEDiscover 2023

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Matthew Kimball

@MattKimball_MIS

5 years

In @Arm news, @marvellsemi and @Azure collaborate to deliver #ThunderX2 instances. Based on Arm v8 architecture, this design is based on the @OpenComputePrj #ProjectOlympus design. Yet another win for the Arm ecosystem in infrastructure.

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Matthew Kimball

@MattKimball_MIS

9 months

Free food and drinks draws the nerds in. #SC23 - my favorite conference

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Matthew Kimball

@MattKimball_MIS

5 years

. @nutanix had a rough week. Q results down Y/Y . Throw in a key departure for good measure. Some silver linings - - Subscription model is the right move - Solid strategy - Partnerships like @HPE take time - and will pay dividends - A loyal customer base Give it time...

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Matthew Kimball

@MattKimball_MIS

5 years

. @Arm launched #Neoverse #N1 & #E1 today. N1 targeting cloud data centers. E1 targeting edge. Impressive specs. Look for @MoorInsStrat write up on @Forbes

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Matthew Kimball

@MattKimball_MIS

1 year

Big news out of @VAST_Data today... certification for @nvidia DGX SuperPOD. $.02: - Lowers the barrier for AI adoption in enterprise - Great play for xSP delivering AI-aaS - Broadens VAST reach Lots of strong partnerships coming out of this team.

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Matthew Kimball

@MattKimball_MIS

4 months

OK - looking for more details on @Google Axion? Check out the below. I try to cover: - the reach of @arm in the cloud - details on Axion (what's available) - impact to @AmpereComputing - longer term impact

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Matthew Kimball

@MattKimball_MIS

5 years

. @arcserve and @sophos partner to deliver end-to-end cyber resilience. Cliff's Notes - - Best of breed biz continuity & end point protection. - Appliance based = simple - Orgs of all sizes should find value Excited to see how this partnership plays.

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Matthew Kimball

@MattKimball_MIS

3 years

. @Oracle 's new version of @MySQL HeatWave puts the company in sole position of performance and price performance in the data warehouse space. Check out coverage here -

Oracle Claims Leadership In Cloud Data Warehouse Space Over Snowflake With Its New MySQL Heatwave...

Senior Analyst, Servers, Matt Kimball, dives deeper as Oracle announced its next-generation MySQL HeatWave offering today, focusing on machine learning (ML)-based automation and scalability that the...

www.forbes.com

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Matthew Kimball

@MattKimball_MIS

3 years

. @HPE_GreenLake secures another high profile win with the @NSAGov to deliver AI as a service on @HPE_Compute HPC servers. $2B over 10 years Yeah - consumption based computing is just a trend. :)

Hewlett Packard Enterprise wins $2B HPE GreenLake contract with the National Security Agency

New collaboration will tackle growing AI and data needs with HPE’s industry-leading high performance computing solutions, delivered as a service

www.hpe.com

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Matthew Kimball

@MattKimball_MIS

4 months

Digging on @Patrick1Kennedy bad ass ride at @intel Vision. Say what you will - this thing is impressive.

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Matthew Kimball

@MattKimball_MIS

6 years

More . @IBMPowerSystems launched its E950 and E980 Scale Up Servers. Here are some thoughts on what this launch means from myself and @PatrickMoorhead .

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Matthew Kimball

@MattKimball_MIS

4 years

. @marvellsemi pulled back the covers on its ThunderX3 CPU and its legit. Is @arm ready to give its x86 rivals a run for their money in cloud, on the network and on the edge? Here are some thoughts -

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Matthew Kimball

@MattKimball_MIS

5 months

Hey @LinkedIn - you good?

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Matthew Kimball

@MattKimball_MIS

5 years

Welcome to the 5th wave of computing. AI meets IoT meets 5G from @arm CEO ⁦ @simonsegars ⁩. 150B CPUs shipped to date. We are entering the era of purpose designed “intelligent” processors. Arm IP spans end points to cloud #ArmTechCon

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Matthew Kimball

@MattKimball_MIS

4 months

Compelling AI stats at ⁦ @intel ⁩ Vision. 80% of enterprises will use AI by 2026 - and 50% of edge deployments.

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Matthew Kimball

@MattKimball_MIS

11 months

So, what to make of this @Cisco and @nutanix partnership? There's more to this than just another HCI solution Some thoughts below 👇👇

Cisco And Nutanix Partnership Will Deliver More Than HCI

VP & Principal Analyst, Datacenter Compute, Matt Kimball, discusses the HCI partnership recently announced by Cisco and Nutanix.

www.forbes.com

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Matthew Kimball

@MattKimball_MIS

6 years

. @DellTech launches Dell Technologies Institute as a human - machine think tank. Curious to learn more about this initiative in the very near future. #DellTechWorld

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Matthew Kimball

@MattKimball_MIS

4 months

Just as expected, @Google announces its @Arm based CPU - Axion. It will be used for internal workloads (e.g. Spanner, Google Earth) and for @googlecloud enterprise workload support.

Introducing Google’s new Arm-based CPU | Google Cloud Blog

The custom Axion Arm-based processor is designed for general-purpose workloads like web and app servers, databases, analytics, CPU-based AI, and more.

cloud.google.com

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Matthew Kimball

@MattKimball_MIS

5 years

A lot of momentum for @Arm in datacenter, cloud and infra since its launch of #Neoverse . Check out this paper on how the company is executing an ecosystem strategy that should position it strongly for the future...

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Matthew Kimball

@MattKimball_MIS

5 years

Want a good read on data management and evolution of platforms like CDP & HPD? Really like how @cloudera 's @acmurthy laid out the evolution of hadoop in the datacenter and how this informed the current state of the data cloud.

Hadoop: Decade Two, Day Zero*

The Data Cloud — Powered By Hadoop

medium.com

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Matthew Kimball

@MattKimball_MIS

11 months

@intel Xeon Sierra Forest (efficient core) 2.5x rack density of Sapphire Rapids. 2.4x per per watt Up to 288 Cores per socket with 12 memory channels!!! Holy heck!!!! The Intel innovation engine is back

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Matthew Kimball

@MattKimball_MIS

3 years

IT... is it a renters market? @baratunde , @tientzuo and I discuss IT-as-a-Service and the impact of consumption-based computing. Thanks to @Lenovodc for sponsoring the conversation. #LenovoLateNightIT

IT-as-a-service: A renter’s market - Lenovo Late Night IT

As-a-service models have moved far beyond data centers and cloud computing. Two tech experts have a warning for those who aren’t ready for the subscription economy.

lenovolatenightit.cio.com

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Matthew Kimball

@MattKimball_MIS

9 months

Another big announcement - @OpenAI announces support for @AMD MI300x in its Triton 3 release. I think we are witnessing the real AI silicon battles begin. Good for the market. Good for the customer.

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Matthew Kimball

@MattKimball_MIS

3 years

@JumboShrimp787 @PatrickMoorhead @AMD . @AMD is pretty far out in front on the datacenter front. For all of the (justified) hype around v-cache - the 128 core part announced yesterday had gone under the radar but may be the killer part. It will dominate the cloud space.

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Matthew Kimball

@MattKimball_MIS

4 months

I have no concerns around the viability of the MI300 in the market. @AMD is going to sell these faster than they can make them, just as @Intel won't be able to produce the Gaudi 3 accelerator fast enough.

Patrick Moorhead

@PatrickMoorhead

4 months

Lest we forget about Meta, who has one of the largest, if not the largest, first party data estates on the planet, has adopted MI300. So that’s 2/4 US-based hyperscalers that have adopted it AND it’s sold out. $AMD

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Matthew Kimball

@MattKimball_MIS

5 years

At the @RedHatAR #RHAnalystDay today. Looking forward to hearing how @RedHat continues to thrive in this open world.

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Matthew Kimball

@MattKimball_MIS

8 months

How will @AMD compete with, and differentiate from @nvidia with the MI300? Great coverage on this from @wyliewong at @datacenter 👇👇👇👇

AMD Takes On Nvidia with New GPU for AI

AMD introduces two new data center processors for AI and HPC workloads with support from Microsoft Azure, Meta, Oracle Cloud, Dell, HPE and others.

www.datacenterknowledge.com

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Matthew Kimball

@MattKimball_MIS

2 months

Rounding out earnings season is @HPE with a strong quarter, buoyed by server business that saw an 18% YoY increase. No doubt fueled by this AI "fad" all the kids are talking about. Also saw a strong rebound on the ARR front as @HPE_GreenLake had a killer quarter. Strong

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Matthew Kimball

@MattKimball_MIS

6 months

. @Cisco Live Amsterdam in nine minutes or less - - AI with @nvidia - HCI with @nutanix - Edge computing with UCS-X Series Direct 🔽check out the latest @MoorInsStrat podcast clip 🔽

Cisco Attacks AI, HCI, and the Edge in Amsterdam - Episode 18 -...

Cisco Attacks AI, HCI, and the Edge in Amsterdamhttps://newsroom.cisco.com/c/r/newsroom/en/us/a/y2024/m02/in-the-spotlight-at-cisco-live-amsterdam-ai-simplic...

www.youtube.com

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Matthew Kimball

@MattKimball_MIS

5 years

Quick take on @HPE 's Q - - Strong growth in strategically important areas -HPC ^ 25% -Composable ^ 78% -HCI ^ 25% -Greenlake orders ^ 39% The company is executing strategically - @cray_inc & @nutanix activity were good moves. Keep an eye on this transformation.

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Matthew Kimball

@MattKimball_MIS

2 years

. @HPE_Discover never fails to deliver. @sr_mcdowell and I had the pleasure and honor of chatting with @nutanix CMO and marketing powerhouse, @1MandyDhaliwal Checkout our quick chat with her later today.

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Matthew Kimball

@MattKimball_MIS

11 months

5.45pm… this is stupid

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Matthew Kimball

@MattKimball_MIS

2 years

. @HPE_Compute launched its Gen11 portfolio earlier this week. Check out my coverage here -

HPE Launches ProLiant Gen11 With A Focus On Your Hybrid World

Senior Analyst, Servers, Matt Kimball, gives his analysis of HPE's ProLiant Gen11 portfolio and why enterprise IT organizations should care.

www.forbes.com

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Matthew Kimball

@MattKimball_MIS

5 years

Spent the last two days at the @Arm Research Summit. Takeaways - - Always grounding to be surrounded by people far smarter than yourself. - I was reminded how much Arm contributes to the market and how relevant its IP is in our every day lives. Thanks for a great event!

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Matthew Kimball

@MattKimball_MIS

1 month

My @Ask_Spectrum internet out for over two hours. Lost productivity Lost revenue Fairly common occurrence Yet somehow my monthly bill will not show any kind of discount in response Don’t @GetSpectrum

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Matthew Kimball

@MattKimball_MIS

29 days

Truest tweet I've seen on the @CrowdStrike debacle. It's funny because it's true.

Not Jerome Powell

@alifarhat79

29 days

If your boss dresses like this you don’t have to worry about today’s global outage

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Matthew Kimball

@MattKimball_MIS

9 months

Makes me laugh every time I watch it.

Rahul Sood 🏴‍☠️

@rahulsood

9 months

Somewhere, in the Executive Briefing Center...

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Matthew Kimball

@MattKimball_MIS

5 years

ICYMI - some thoughts on @HPE #HPEDiscover ... Great vision - lots to watch for moving forward: - XaaS via #GreenLake - Cloudless - Infosight everywhere - as is the edge - Channel is key - as is the mid market

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Matthew Kimball

@MattKimball_MIS

5 years

Some thoughts on Graviton2 and Outposts from @AWS .

Two AWS Re:Invent Announcements That Will Have Long-Lasting Impact On The Enterprise Datacenter

Top-ranked industry compute analyst Matt Kimball weighs in on Graviton2 and Outposts

www.forbes.com

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Matthew Kimball

@MattKimball_MIS

9 months

The folks at @OracleCloud are at it again, adding OCI Database with @PostgreSQL to its cloud offering, complementing what its done with @Redisinc , @OpenSearchProj and @MySQL HeatWave. It's fun to watch disruption in the market. Especially a market like the cloud.

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Matthew Kimball

@MattKimball_MIS

8 months

Don't have time to watch the director's cut of the 15th @MoorInsStrat Datacenter Podcast? Cheat codes for discussion between myself, @PatrickMoorhead and @Moor_Quantum below: 👇 👇 👇 00.00 - Opening - where the heck is @WillTownTech 02.15 - @AMD launches the MI300 series

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Matthew Kimball

@MattKimball_MIS

4 years

Supply chain for servers is tough to manage. Here are some thoughts on the topic and how companies like @HPE are doing it for its @HPE_Servers portfolio. Hint - it kind of *is* rocket science.

Do You Know Where Your Servers Come From? Here’s Why Securing The Supply Chain Matters

Analyst Matt Kimball discusses the importance of securing the data center supply chain.

www.forbes.com

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Matthew Kimball

@MattKimball_MIS

6 years

Final day! Finish strong @nutanix ! #NEXTconf

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Matthew Kimball

@MattKimball_MIS

1 year

. @HPE storage big news - simplifying storage management on GreenLake by tearing down silos. - one platform - all storage needs (Alletra) - mission critical block storage at mid range economics - partnership with @VAST_Data to deliver unmatched file perf #hpestorage

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Matthew Kimball

@MattKimball_MIS

9 months

Final trip of the year is a doozy, as the good folks at @AMD @AMDServer kick of their push into the AI space. Look for coverage soon

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Matthew Kimball

@MattKimball_MIS

5 years

It’s going to be a fun couple of days at the @DellTech Summit with @MoorInsStrat crew. Keep an eye out for news, updates and information! @PatrickMoorhead @sr_mcdowell @rhettdi @anshelsag @WillTownTech @MarkVenaTechGuy

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Matthew Kimball

@MattKimball_MIS

5 years

In other news, @Arcserve launches UDP - Unified Data Protection for hybrid, hyperconverged environments and SaaS environments. Great to see these guys thriving and competing in the market.

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Matthew Kimball

@MattKimball_MIS

5 years

The ⁦ @Arm ⁩ AI Edge stack - ⁦ @drewhenry ⁩ announces Project Cassini - reference platforms including security and cloud native stack. #PSA from endpoint to infra. Big deal and a natural TAM expansion for Arm. I am a believer. #ArmTechCon

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Matthew Kimball

@MattKimball_MIS

8 months

Nobody is worth $700M. Nobody.

Shohei Ohtani chooses Dodgers

The most significant free-agent saga in MLB history ended with Ohtani choosing Los Angeles.

www.nytimes.com

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Matthew Kimball

@MattKimball_MIS

5 years

Use case driven CPU design. Sounds crazy at first blush, but ⁦ @Arm ’s⁩ ⁦ @iansmythe_arm ⁩ explains how this drives effective enablement of the workloads of tomorrow. The future is here. #ArmTechCon

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Matthew Kimball

@MattKimball_MIS

11 months

Getting ready for some cinematic magic with @intel CEO Pat Gelsinger, @PatrickMoorhead and @danielnewmanUV @MoorInsStrat

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Matthew Kimball

@MattKimball_MIS

4 years

Any questions about @Arm legitimacy in the datacenter should go away with this great write from @andreif7 on @AWS Graviton2. Check out the perf & cost information.

AnandTech

@anandtech

4 years

After many false starts, the era of Arm servers is finally here. Today @andreif7 is taking a look at Amazon's Graviton2, a server SoC based on Arm Neoverse N1. Pitted against AWS's Intel and AMD instances, Graviton2 proves it can be a datacenter contender

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Matthew Kimball

@MattKimball_MIS

5 years

. @Cisco names @LisaSu to its BoD. As an ex- @AMD -er that witnessed Dr Su's transformation, I believe she will be a great addition. What she did was nothing short of amazing. This should also bode well for @AMDServer "Rome" ramp.

AMD CEO Lisa Su Joins Cisco's Board As EPYC Sales Ramp | CRN

AMD CEO Lisa Su has joined Cisco's board of directors as the chipmaker's EPYC processors ramp up in the data center.

www.crn.com

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Matthew Kimball

@MattKimball_MIS

2 years

Another day @Oracle @CloudWorld and another great podcast. In this episode, @sr_mcdowell and I speak with Nipun Agarwal, SVP of Oracle DB and MySQL HeatWave. Analytics, ML, Data Lakehouse - we cover a lot. Listen below

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Matthew Kimball

@MattKimball_MIS

1 year

Had a fun trip to @Lenovodc 's Budapest location to get an update on how the company is approaching security, AI, aaS, and sustainability. My coverage is below 👇👇

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Matthew Kimball

@MattKimball_MIS

11 months

Good morning Enjoy your coffee @Cisco just turned the observability market on its head with the acquisition of @splunk Like peanut butter and chocolate Oh boy…

Cisco Intends to Acquire Splunk

The combination of these two innovative leaders makes them well positioned to lead in security and observability in the age of AI.

newsroom.cisco.com

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Matthew Kimball

@MattKimball_MIS

4 months

Is it me, or is @Supermicro_SMCI absolutely everywhere? Sharing the stage @intel at its key customer event is a big deal. Even a bigger deal when you’re the only server vendor.

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Matthew Kimball

@MattKimball_MIS

2 years

Here are some thoughts on what's going on in the world of technology this week (TWiT). Coverage includes @AMDServer , @intel , @DellTech , @Hillstone_Net and @equinixmetal

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Matthew Kimball

@MattKimball_MIS

2 months

Going through photos and videos from ⁦ @HPE ⁩ Discover. Cool video, but still doesn’t do justice to ⁦ @SphereVegas ⁩. Look for coverage on what the company announced with ⁦ @nvidia ⁩ and around ⁦ @HPE_GreenLake ⁩ over the next couple days

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Matthew Kimball

@MattKimball_MIS

6 years

My first #ARMTechCon . Let's have some fun, @Arm ! I'm expecting some exciting stuff - stay tuned for updates from @PatrickMoorhead and I.

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Matthew Kimball

@MattKimball_MIS

4 months

. @AMD results out. Huge YoY growth, but slim QoQ growth, coupled by a decrease in QoQ operating income. Outlook for Q2 fairly flat. Here's some goodness to consider - - @AMDServer has killed in cloud (over 900 instances) - EPYC is capturing enterprise ( @AmericanAir @Shell ,

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Matthew Kimball

@MattKimball_MIS

2 years

Nearly 30 min after “first bag” arrived - second hasn’t.

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Matthew Kimball

@MattKimball_MIS

6 years

Given the big @Arm news at @AWSreInvent , this @Forbes piece on #Neoverse is more timely than ever.

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Matthew Kimball

@MattKimball_MIS

5 years

Wondering how @IBMStorage views the market? Hint - it's not about storage, it's about data. Colleague @sr_mcdowell and I chat with @zoginstor about how storage intersects with AI, (multi) cloud, security and resiliency strategies.

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Matthew Kimball

@MattKimball_MIS

8 months

Great hire