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Next in Tech

Author: S&P Global Market Intelligence

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Define your digital roadmap. Weekly podcasts featuring specialists from across the S&P Global Market Intelligence research team offer deep insights into what’s new and what’s next in technology, industries and companies as they design and implement digital infrastructure. To learn more, visit: https://www.spglobal.com/marketintelligence/en/topics/tmt-news-insights
171 Episodes
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The power required to fuel the wave of generative AI use could be massive, but there are many factors that will determine when the crest of that demand will arrive. Analysts Leika Kawasaki and Dan Thompson join host Eric Hanselman to look at recent research in current demand profiles and discuss where it’s headed. The demand for AI infrastructure is here today, but additional datacenter capacity takes years to build. Feeding AI hunger has become a supply chain problem. It’s demand that can reach 92 MW and will certainly go higher, when the full force of AI requirements are evaluated.
As organizations push to realize the benefits of AI, they are increasingly challenged to deliver the necessary data to fuel their initiatives. While most have data repositories to draw from, the quality and accessibility of that data can be an issue. Shiv Trisal of Databricks and John Schirripa of S&P Global Market Intelligence, join host Eric Hanselman to explore the nature of these challenges and ways to address them. One of the major benefits of AI tooling is the democratization of access to data and it has to be a primary goal, but it’s not always easy to achieve. It means pulling together complex data sets and being able to wrap the necessary controls around them. Governance concerns demand better data quality at the outset, to make the path to implementation simpler. This week’s guests:Shiv Trisal, global industry lead for manufacturing and industry at DatabricksJohn Schirripa, VP, product management, distribution solutions, at S&P Global Market Intelligence
In this special report from the RSA Conference, we hear from seven of the team who were there at the event. It’s a set of quick takes on the latest trends and take aways from the conference in discussions with host Eric Hanselman. Whether it’s AI, cybersecurity or M&A, there was a lot going on and a lot to sort out. Guests:Scott Crawford, Research director for information securityGarrett Bekker, Principal research analystDan Kennedy, Principal research analystPaige Bartley, Senior research analystMark Ehr, Principal research analystJustin Lam, Senior research analystBrenon Daly, Research director, M&A
The flexibility and adaptability of cloud-based infrastructure brings great value to enterprises, but most have been wrestling with managing cloud costs. Melanie Posey, Jean Atelsek and William Fellows join host Eric Hanselman to look at FinOps, the cost management initiative that is looking to regain control of infrastructure costs in this new model. Hyperscalers are expanding their tooling and a bevy of startups are angling to optimize both operations and deployment. It’s not a simple path.
The NAB show, what’s become not only a venue for broadcast innovations, but also the latest in consumer electronics, has just wrapped up. Analysts Justin Nielson and Peter Leitzinger join host Eric Hanselman to discuss their thoughts on the show and perspectives on NextGen TV, AI capabilities and advertising. For over 100 years, the NAB show has served as a forum for content alignment and it’s taking on more. High-definition television got another boost with advances in ATSC 3.0 delivery.
The annual gathering of the business side of the cybersecurity industry, the RSA Conference, will kick off in early May. Scott Crawford and Dan Kennedy return to preview what they’ll be expecting with host Eric Hanselman. The upheaval in the security markets is being mirrored at the conference, with one major vendor deciding not to exhibit and consolidation taking place. All of this takes place as security teams struggle with operational scale. AI to the rescue? We’ll have to see.
Semiconductors are back in the spotlight with the shortage of GPU’s in the generative AI explosion. But the supply chain that produces them is complex and is not a simple thing to accelerate or scale up. This episode brings Next in Tech together with the Economics and Country Risk podcast, hosted by Kristen Hallam. Chris Rogers and John Abbott join us to dig into the dynamics and geopolitical pressures that make the supply chain so difficult to fix.
Effectively managing information security for any enterprise can be a challenge, but airlines have to deal with the compounding effects of regulations in multiple domains, life safety issues and much more. Air New Zealand CISO, Phil Ross, joins host Eric Hanselman to discuss prioritizing cybersecurity efforts, the practical aspects of zero trust and the potential of new security architectures. Tackling technical debt can be struggle, particularly in risk averse areas, like aviation.
While getting to a cloud native development pattern is a goal for most organizations, it can be a significant journey to transform both infrastructure and processes. Analyst Carl Lehmann joins host Eric Hanselman to explore the paths that can move enterprises forward. DevOps approaches can speed development, Site Reliability Engineering (SRE) can change ways of managing risk and platform engineering can simplify tool sets, but adoption does not always follow a straight line.
The integration of payment technologies in the automotive realm offers interesting potential, but it has to be done with care to ensure customer experience meets expectations. FinTech’s move into the EV software ecosystem is a first step and analysts Beatriz Minamy and Sophia Furber join host Eric Hanselman to explore automotive as the latest software platform to embed payments, what’s needed, concerns about fraud and how the market is evolving. It can be more than charging, if it’s done well.
Ep. 160 - AI use cases

Ep. 160 - AI use cases

2024-03-2631:58

While there is no end of generative AI discussion, it’s not often clear how it’s being used. Nick Patience and Alex Johnston return to explore the results of a recent study that digs into AI use cases with host Eric Hanselman. Projects are charging forward and concerns around data dominate. Getting access to data remains challenging, but, as use matures, data quality has become increasingly critical. Interestingly, trust in AI results is declining as understanding grows. Hallucination anyone?
The spring edition of the Cloud Native Computing Foundation’s KubeCon/CloudNativeCon is about to get underway and Jean Atelsek and William Fellows return to discuss what will be playing out in the sessions and on the exhibit floor with host Eric Hanselman. The next stage of licensing pull back from a number of open source providers is on display, as Open Core revenue models are realigned. FinOps efforts try to tame operational costs and evolution of platform engineering approaches continues.
The curtain has come down on Mobile World Congress for 2024, but the repercussions are just beginning to settle out. Brian Patridge and Rich Karpinski join host Eric Hanselman to look at what happened at the Congress and how the implications are panning out. 5G advanced and 6G were being soft pedaled as operators look to monetize the investments they’ve already made in 5G. The promise of AI loomed large and the promise of API delivered network services offered a new service opportunity.
Ep. 157 - AI Investing

Ep. 157 - AI Investing

2024-03-0526:23

The world of gen AI is complex, but the web of investments in both cash and infrastructure that are supporting the many AI companies is wildly intertwined. Analyst Melissa Incera returns to look at what these interrelationships mean with host Eric Hanselman. Typical investment priorities have been contorted with strategic investors, in many cases competitors, are vying for stakes in what has become the must-have technology. Funds keep pouring in, but returns are far from assured.
Digital customer interactions are critical to business success. The effect on customer satisfaction can be dramatic, but the technology behind those interactions is often hidden. Raul Castañon Martinez joins host Eric Hanselman to look at Communications Platform and Contact Center as a Service (CPaaS and CCaaS) technologies and how they’re evolving. Gen AI can improve interactions, but is also increasing fraud. Check out the research here.
What has been the premier telecom conference has expanded to be a technology showcase for everything from IoT to AR/VR. Lynnette Luna, Julber Osio and Mohammed Hamza, part of the analyst team braving the 100,000 or so attendees converging on Barcelona, join host Eric Hanselman to discuss what they’ll be looking for. Will satellite have an impact on fixed wireless access? Could spectrum allocations shift focus to the Chinese consumer markets? There’s a lot to digest ahead of this massive event.
Many thought that supply chain woes faded with pandemic concerns, but they’re back and with new dimensions. Analyst Mark Fontecchio returns to explore its cyclic nature and the challenges technological approaches are facing with host Eric Hanselman. Shippers and logistics firms are refocusing on digitizing core processes and data handling. ROI justifications have become critical gates to projects. Recent research and our Digital Infrastructure webinar have more details.
Ep. 153 - Smart cities

Ep. 153 - Smart cities

2024-02-0724:37

While visions of smart cities might conjure up flying cars and robot delivery, the reality is that many are leveraging digitization today with significant impacts on a smaller scale. Analyst Zoë Roth looks at what’s going on today and the potential for the future with host Eric Hanselman. Digital infrastructure is a key foundation, but effective data management is needed to develop the full potential of smart cities. Recent research and our Digital Infrastructure webinar have more details.
The intersection of technology and financial markets in security is creating interesting dynamics. Analysts Thomas Mason, Dan Kennedy and Scott Crawford join host Eric Hanselman to dig into the complexities of cyber insurance and the technologies surrounding it. Insurers have struggled in the rapidly evolving information security market. Insurance is a key part of managing risk in any business, but the existential risk presented by attacks, like ransomware, has shifted those calculations.
Security in cloud-based infrastructure has different possibilities, but enterprises don’t always leverage cloud’s potential to improve security footing, particularly in networking. Quint Van Deman, senior principal within the office of the CISO at Amazon Web Services joins host Eric Hanselman to look at what can be done better to improve cloud security posture. There’s a lot more telemetry available and enterprises have to step beyond on-premises thinking to put it to work effectively.
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