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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

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?

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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

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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?

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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

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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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25:53

Ep. 128 - Supply Chain Digitization and Sustainability

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2023/08/08

We’ve talked about supply chain challenges, but the shift to greater levels of digitization holds huge potential to not only reduce costs, but improve sustainability. Analyst Mark Fontecchio returns to explore the challenges to achieving these gains with host Eric Hanselman. Data sharing across the industry faces resistance without a clear model for who benefits. Digitization is gaining traction in optimizing routes and improving performance and might open the door to electric vehicles.

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21:22

Ep. 127 - Vector databases in AI

Next in Tech ·

2023/08/01

While it’s not often acknowledged, much of the progress in technology is underpinned by the idea that “everything old is new again” and vector databases, a concept that is many years old, are having a moment in generative AI. Analyst James Curtis joins host Eric Hanselman to dig into why this powerful idea has become so valuable in large language models and other aspects of AI. While it’s possible to overlay vector functions on a traditional database for data access, it may not be advisable.

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23:22

Ep. 126 - LATAM datacenter markets

Next in Tech ·

2023/08/01

An impact of expanding digitization is growth in demand for datacenter capacity. In Latin America, that’s impacting markets across the region in a variety of ways. Analyst Pedro Schweizer joins host Eric Hanselman to explore the different dynamics in play. There are different trajectories across the region, defying any attempt to treat it as a monolith. São Paulo, Santiago and Querétaro may be the centers of activity, but opportunities are being driven by growth and subsea connectivity.

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24:22

Ep. 125 - Attitudes about AI

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2023/07/17

We’ve been tracking attitudes about AI since well before the current generative AI explosion and the shift in expectations is dramatic. Returning guests Sheryl Kingstone and Alex Johnston join host Eric Hanselman to explore differences by demographic and discuss practical aspects of AI that will have significant impacts. Model coordination is key and organizations have to consider where their training data is coming from and what they need to accomplish while addressing societal concerns.

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29:56

Ep. 124 - Getting FAST

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2023/07/11

The growth in Free, Ad-Supported Television (FAST) is impacting media markets as consumers blend new forms of consumption. FAST has become a notable player, generating billions in ad revenue and improving and increasing the content available. It’s still a small percentage of the Streaming Video On-Demand (SVOD) revenues, particularly in Europe, but the relatively low cost to spin up new channels is letting it address new and niche media content. It’s not all Baywatch and Bob Ross any more.

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28:29

Ep. 123 - Generative AI markets

Next in Tech ·

2023/07/05

In the midst of wild enthusiasm for generative AI, it’s worth taking a thoughtful look at technologies, vendors and what the realities of the market are today and what they could become. Research director Nick Patience returns to discuss the results of the recently published Market Monitor with host Eric Hanselman. While it’s just half a year since the release of ChatGPT, the market for foundation models, text and image generation, and the nascent code generation segment are expanding rapidly.

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24:11

Ep. 122 - Cloud delivered quantum

Next in Tech ·

2023/06/27

Quantum computing can seem exotic, but there are a growing number of offerings from cloud and colocation providers that provide ready access for those that aren’t quite ready to step up to one of their own. Analyst Gabriella Brown returns to discuss the services and technologies that are available with host Eric Hanselman. It’s getting easier to use and now generative AI tools can translate natural language prompts into quantum circuits. Onramps for quantum experimentation are ready for all.

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22:29

Ep. 121 - What is zero trust?

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2023/06/21

The idea of zero trust in security is many years old, but seems to evade clear definition. Returning guests Dan Kennedy and Garrett Bekker join host Eric Hanselman to discuss the various tenets of zero trust and look into issues with implementation. There’s strong desire to get to a zero trust footing, but a lot of hurdles to clear in the journey. A U.S. executive order has added pressure, but delivering reasonable user experiences is complicated by limited support and legacy technologies.

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32:19

Ep. 120 - The metaverse isn’t dead

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2023/06/14

While the hype may have faded, predictions of the death of the metaverse are greatly exaggerated. While Apple never uttered the word at their headset announcement, it’s another step in the progress of “spatial computing.” Returning guests Neil Barbour and Ian Hughes explore the impact and the supporting ecosystem with host Eric Hanselman. Keeping clear of buzzy terms could aid adoption, as more practical uses are leading the charge. The future may be here, just not very evenly distributed…

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28:02

Ep. 119 - Defeating digital deficiencies

Next in Tech ·

2023/06/06

We kick off Pride Month with a look at the technology challenges faced by many marginalized communities and effective ways to build capabilities to overcome them. Cybersecurity analyst Abby Simmons and returning guest Emily Jasper, president of our Pride Resource Group, join host Eric Hanselman to talk about efforts to bridge the technology gap, transfer skills and overcome barriers to success. Actions for allies like smartphone repair and working for Right to Repair are just the beginning.

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22:43

Ep. 118 - eSports and sports markets

Next in Tech ·

2023/05/31

There’s an interesting intersection between technology and the physical world that’s happening in eSports and it arrives with a lot of the same drama we see in traditional sports leagues. It’s easy to conflate recreational gaming, but returning guest Richard Berndes joins host Eric Hanselman to explain the differences and look at where this multi-billion dollar industry is headed. eSports is growing rapidly and the line between traditional sports leagues, media, broadcasters, and fans is

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27:53

Ep. 117 - Transformation in manufacturing

Next in Tech ·

2023/05/23

While we’ve talked a lot about the general aspects of digital transformation, in manufacturing there are an additional set of concerns and benefits. Consulting analyst, David Immerman joins host Eric Hanselman to explore where technology improvements are improving efficiency and how they’re looking at addressing a set of new challenges. Adoption of new technologies is more complex than in the IT world and issues like sustainability weigh heavily.

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27:05

Ep. 116 - Securing digital experiences

Next in Tech ·

2023/05/16

The modern digital business is wrestling with how to balance competing concerns across data management, privacy and security. Sheryl Kingstone, Paige Bartley and Justin Lam return to the podcast to look at how organizations are addressing them with host Eric Hanselman. Data is needed to improve customer and employee experience, but regulations are imposing restrictions on its use. At the same time, data security concerns are driving the adoption of new technologies. What’s a business to do?

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27:38

Ep. 115 - AI fundamentals

Next in Tech ·

2023/05/09

With all of the furor surrounding generative AI, a more fundamental understanding of the technology can provide better insights. Peter Licursi and Chris Tanner of Kensho return to look at the history and technology on which all of the AI hype rests with host Eric Hanselman. Language models have been with us for years, but the combination of lower cost computing and the ready availability of large volumes of training data have transformed the types of problems that we’re able to address.

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