Moor Insights & Strategy Podcasts
The Six Five Podcast
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis.
The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:
Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.
It's a new year (2021!), which can only mean one thing: Predictions! Hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights & Strategy, turn their datacentric focus to the future of the data center and the trends that will be most impactful in 2021.
00:00 Let's start
03:01 Arm-based processors in the cloud: where's it going? Does it impact Arm server adoption? Will there be Arm-based general purpose servers?
14:15 Forget about Arm, what about AMD? Will they hit 15% server share in 2021?
18:15 Intel has had a monopoly in the nascent 3D XPOINT (Intel Optane) business, despite co-inventing the technology with Micron. Does that change in 2021?
20:50 Nutanix gained new private equity backing in 2020, changing CEOs, and positioning itself for…. something… in 2021. One of our hosts think its an HPE acquistion.
25:31 How impactful will the various OEM's as-a-service offerings be in 2021? Let the boys tell you.
30:20 A contrary prediction about the future of Nvidia's quest to absorb Arm
35:37 In-person conferences will come roaring back. Or not.
That's it! Tune in wherever you find podcasts.
What's Hot In Tech?
Join me for a spirited New Year’s Eve podcast with tech journalists Rob Pegoraro, John Quain and Stewart Wolpin about some of the big consumer “hits” and “misses” in 2020, and a few predictions about 2021