Trends to Watch in 2022
In this episode, hosts Matt Kimball and Steve McDowell, principal analysts at Moor Insights & Strategy, kick off 2022 with a discussion on what to watch in the world of enterprise infrastructure during the upcoming year. This is a wide-ranging conversation covering everything from AMD and ARM in the server market, alternative processor architectures, supply chain, PCIe 5.0, and even some of the goings-on at this month's Consumer Electronics Show. 00:00 Start the show! 01:40 The Server Market: AMD Server market share numbers, Intel's current situation, and the impact of supply chain disruptions 10:38 AMD and Intel introduce new client parts: how much of this bleeds over into the server space? 17:33 ARM in the Server Market: Is this just a hyperscaler phenomia? Will we see expansion in 2022? 27:50 Where does RISC-V Play? 30:40 Disrupting storage: VAST Data, PCIe 5, and does CXL-attached memory supplant Intel Optane? 36:19 Consumption-based infrastructure in 2022 38:24 Over-and-Out