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.