Infrastructure Earnings during a Pandemic + AMD EPYC's Continued Traction

It's a strange time for infrastructure companies as we start seeing the first full-quarter earnings in this COVID-19 world. Hewlett Packard Enterprise & Lenovo are first up, and we're learning from them how to think about this market. At the same time, AMD's EPYC server CPU continues to gain traction, with new wins in HCI and Deep Learning.

Join hosts Matt Kimball and Steve McDowell, both senior analysts at Moor Insights & Strategy, as they digest it all.

01:08 Attending Virtual Conferences

05:50 AMD EPYC & HCI and Edge Computiong

08:50 AMD EPYC & Nvidia's New A100

13:16 We don't talk about HPE Earnings

21:35 Lenovo continues to show strength

30:00 The End.