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ARM TechCon 2019 Wrap-Up with Patrick Kennedy from Serve The Home

Author
NAND Research
Published
Tue 15 Oct 2019
Episode Link
https://www.datacentricpodcast.com/130

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.

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