It's an as-a-service world as Dell goes big with Project APEX. APEX delivers storage and HCI as-a-service, plus delivers some custom solutions. Ampere Computing, the ARM-based server player, continues its journey as it unveils its next generation Altra CPUs for the cloud world -- with a few cloud partners up on the stage (including Azure).

Hosts Matt Kimball and Steve McDowell, senior technology analysts at Moor Insights & Strategy, talk about what it all means.

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