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PODCAST

Next in Tech

S&P Global Market Intelligence

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

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All Episodes

26:04

Ep. 148 - Media deals in the Premier League and NWSL

Next in Tech ·

2024/01/02

A set of significant deals in sports media rights have just closed and Richard Berndes returns to explore their impacts with host Eric Hanselman. There’s a shifting mix of free-to-air, pay TV and streaming providers competing for the rights to air games. The English Premier League just settled a four year deal with a record total valuation and the U.S. National Women’s Soccer League closed one at forty times its previous. All of this cash may be aiding gender parity in coaching pay, as well.

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25:06

Ep. 147 - Chilling at the OCP

Next in Tech ·

2023/12/19

Increasing power densities in the devices that are populating datacenters are pushing their cooling capabilities to new technologies. Perkins Liu returns to dig into liquid cooling and progress at the Open Compute Summit with host Eric Hanselman. The OCP is working on extending its ecosystem efforts to liquid cooling as generative AI and other high performance computing uses look to leverage its greater capacity and sustainability. High powered GPU’s are driving direct to chip cooling.

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28:14

Ep. 146 - Chiplets tackle semiconductor barriers

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2023/12/15

As semiconductor vendors wrestle with building more capable devices, they’re turning to innovations to manage cost, improve yields and get to market faster. Chiplets let them pull together the best capabilities from different processes and geometries and build better parts. John Abbott returns to discuss the benefits and where chiplets are being put to work with host Eric Hanselman. Driven by the efficiency and power demands of AI, they’re being used in next-generation GPU’s and processors.

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22:57

Ep. 145 - The Big Picture on AI, water and datacenters

Next in Tech ·

2023/12/06

Many aspects of technology are interlinked with energy, but there are even more complex interactions that are in play. Our annual Big Picture reports are out and Veronica Retamales Burford and Nick Patience join host Eric Hanselman to explore the connections between water, both its use in datacenters and the issues caused by flooding and drought, energy, with its generation and consumption, and the demands and uses of AI. spglobal.com/bigpicture

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30:04

Ep. 144 - The Technology Demand Indicator

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2023/11/28

Vectors have an important property - they have both scale and direction. A new research product, the Technology Demand Indicator, offers this perspective in evaluating tech trends. Research Director Liam Eagle and Analyst Malav Parekh join host Eric Hanselman to discuss how it was developed and where it can be used. The panels, built from the 451 Alliance, generate insights that can provide direction. To learn more about the 451 Alliance, visit: 451alliance.com

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28:28

Ep. 143 - AI security approaches

Next in Tech ·

2023/11/22

There are significant concerns about the security of the various publicly accessible generative AI tools that are available. Many organizations have enacted outright bans on their use for fear of exposing sensitive data. There’s a path to access the benefits of these tools while managing the risk and Steve Riley, field CTO for Netskope, joins host Eric Hanselman to explore it. Starting with role-based controls and moving in to more specific shades of access can simplify security policies.

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27:57

Ep. 142 - Customer experience shopping extravaganza

Next in Tech ·

2023/11/15

As the holiday shopping season kicks into high gear, customer experience becomes an even more critical part of retail. Sheryl Kingstone returns to discuss data from recent studies with host Eric Hanselman. Customers are expecting better integration of their online and in-person experiences and effective blending of digital capabilities is needed to keep from missing out on potential revenue. Digital infrastructure has to extend into stores, alongside a full complement of payment options.

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25:26

Ep. 141 - Fintech trends, futures and Money 20/20

Next in Tech ·

2023/11/07

There’s been rapid expansion in financial technologies and its adoption. Research director Jordan McKee joins host Eric Hanselman to look at trends and highlights from the Money 20/20 conference. Where cryptocurrencies played an outsized role in previous years, practical uses of blockchain capabilities have taken their place. Concerns about generative AI’s negative impacts on fraud overshadowed benefits. Open banking initiatives stand to create new opportunities, as well as a few risks.

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29:27

Ep. 140 - The Great Data Migration

Next in Tech ·

2023/10/31

With the ebb and flow of workloads to and from cloud, data doesn’t get the attention it should as a critical resource. Research director Henry Baltazar joins host Eric Hanselman to discuss the need for better data intelligence and results from the recent Voice of the Enterprise study. Gaps between data and storage infrastructure and the applications using it can lead to problems with application performance or increased costs with egress or retrieval fees. Better planning can prevent pain.

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29:26

Ep. 139 - 5G in IoT

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2023/10/25

The excitement for 5G has waned after its initial rollout, but there is great promise that many of its capabilities will be put to work in Internet of Things applications. Rich Karpinski joins host Eric Hanselman to explore insights from the 5G Americas conference and look at impacts in the 5G and IoT markets. There’s a lot of 4G inertia to overcome and the 5G ecosystem and related investment is still building. 5G deployments are growing unevenly. Much more is to come, but the question is when?

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21:53

Ep. 138 - Technology in depth

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2023/10/19

So many of our perspectives on technology are driven by end user studies and numbers can be informative, but there can be much more to the story. The in-depth interviews that are part of much of the study work we do can offer nuance and Amy Hedrick, who manages this process, discusses the insights with host Eric Hanselman. The real world thoughts on current technology and its transitions can aid planning and decision making. Join the 451 Alliance for more: https://www.451alliance.com/

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25:55

Ep. 137 - Impressions of AI in Society

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2023/10/12

While the surge of interest in the last few months around generative AI might make this all seem new, we’ve been tracking attitudes about AI for a number of years and see interesting transitions in thoughts and perceptions of respondents. Sheryl Kingstone and Alex Johnston return to the podcast to explore trends in attitudes about AI with host Eric Hanselman. Strong generational differences exist in sentiment and a surprising uptick in the number of people using it and the frequency of use.

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29:02

Ep. 136 - AI and datacenter challenges at HCTS

Next in Tech ·

2023/10/03

Generative AI is creating many challenges in the infrastructure that supports it. Nick Patience and Dan Thompson return to discuss these impacts and what they’ll be talking about at the Hosting and Cloud Transformation Summit with host Eric Hanselman. Significant increases in power demand are creating a “Virginia Paradox” with local grid impacts. The shift from training to massive amounts of inference could only exacerbate things. Join us at HCTS to hear more! https://www.spglobal.com/hctsny

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23:42

Ep. 135 - Hosting and Cloud Transformation Summit is...

Next in Tech ·

2023/09/29

For over 15 years, the Hosting and Cloud Transformation Summit has been a forum for sorting out the complexities of digital infrastructure and this year it’s back in person and in New York City on October 10th. Brian Partridge and Kelly Morgan join host Eric Hanselman to talk about the latest in edge computing and M&A activity in the datacenter world. Both areas are undergoing tremendous change and you can find out more about HCTS here: https://spglobal.com/hctsny

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25:24

Ep. 134 - Observability and new operational models

Next in Tech ·

2023/09/19

Managing complex application environments successfully requires not only insights into both application behavior and the infrastructure that’s supporting them but also the ability to correlate all of that data. Analyst Mike Fratto returns to the podcast to explore observability, an approach to effectively managing new application patterns that steps beyond traditional methods. From the cloud native world, it’s gaining wider traction and simplifying operations with observability pipelines.

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32:19

Ep. 133 - Digital infrastructure roundup

Next in Tech ·

2023/09/12

The last month has seen larger players in digital infrastructure make the case for their views on how it should be built and what’s needed to embrace generative AI. Jean Atelsek, Melanie Posey and Henry Baltazar return to the podcast to look at what was pitched at VMware Explore, Google Cloud Next and other recent industry events. Access to data is a key decision point, but many are still wrestling with cloud operating models. Fundamental questions on managing compliance concerns loom large.

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24:28

Ep. 132 - Are AI datacenters a thing?

Next in Tech ·

2023/09/05

The explosion of interest in generative AI is impacting many things, including datacenters, with some identifying a new beast in the AI datacenter. Analyst Dan Thompson returns to sort out what’s real and what’s “AI washing”. There are increasing demands being placed by AI and power densities in datacenters have already been increasing. More efficient design, liquid cooling and better air handling may hold off the need for magic sauce to meet AI’s needs today, but the future is uncharted.

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21:52

Ep. 131 - Mixed up M&A markets

Next in Tech ·

2023/08/30

The last few quarters of the merger and acquisition markets have not been great, but the few green shoots of spring have turned into a blossom or two. The winds are blowing both hot and cold and analyst Melissa Incera returns to explore what these lumpy conditions are creating with host Eric Hanselman. Emerging markets, such as private 5G are getting active, strategic acquirers are getting their pencils out, but private equity is still wrestling with the realities of higher interest rates.

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26:57

Ep. 130 - Has cloud gotten boring?

Next in Tech ·

2023/08/22

As the idea of cloud moves into its third decade, do we still need to be thinking about cloud as a special concept in technology infrastructure? On the one hand, cloud technologies have become better understood and might even be considered boring, but it’s also the place where the latest technologies are available on demand. Research director Melanie Posey returns to the podcast to sort out how we should be thinking about what has become a reasonably mature resource with host Eric Hanselman.

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24:32

Ep. 129 - Semiconductors in the AI age

Next in Tech ·

2023/08/16

In one of the faster swings of the technology pendulum, semiconductors are back in a very bright spotlight. John Abbott returns to discuss the phoenix-like rise of high-performance silicon devices, like GPUs, with host Eric Hanselman. New architectures aim at challenges presented by generative AI and large language models (LLM). Performant access to larger volumes of data is pushing levels of integration and chipset approaches. The ecosystems to support them are ever more critical.

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