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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

24:03

NVIDIA quarterly earnings

Next in Tech ·

2025/02/25

Of the many companies that are part of the AI wave, NVIDIA has been at the core of AI infrastructure and a darling of the markets. Their performance in the market is driven in part by consistency in their performance and Melissa Otto, head of TMT Research for Visible Alpha, part of S&P Global Market Intelligence, joins host Eric Hanselman to look at the sentiment around the upcoming earnings. The enthusiasm for AI has driven expectations higher and higher and the company has delivered. The rampant

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27:31

Agentic AI Impacts

Next in Tech ·

2025/02/18

The next phase of the AI wave is the arrival of agentic AI – where agents can take action on a user’s behalf. That’s enough of a big deal, but when the head of a tech giant says agentic is going to replace most SaaS applications, something different might be afoot. Analysts Sheryl Kingstone and Chris Marsh return to the podcast to look at the realities of this suggestion with host Eric Hanselman. Agents could become the new user interface for enterprise data, but there are a set of challenges in

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26:51

Ethical AI Data

Next in Tech ·

2025/02/11

Ethical concerns about the use of AI have to start with training data. Too often, the primary concern is simply generating sufficient data, rather than understanding its nature. Emily Jasper and Abby Simmons are back to continue the conversation started in episode 198 with host Eric Hanselman. With generative AI, the data is the application in its most formative sense. Unlike traditional application development, where the expectation is that functionality will be expanded in later releases, GenAI

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26:01

NRF conference shows AI challenges and rewards

Next in Tech ·

2025/02/04

The National Retail Federation conference (NRF) launches just as retailers are cleaning up from the holiday shopping season. This year there was a focus on how technology can empower employees while reducing customer friction. Sheryl Kingstone, Rich Karpinski and Jordan McKee return to the podcast to share their insights on the conference with host Eric Hanselman. Traditional in-store retail concerns are a big part of NRF and innovation in Point of Sale (PoS) technologies, like softPoS and the

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20:58

Consumer Electronics at CES

Next in Tech ·

2025/01/28

The annual technology fest that kicks off of the year, the CES conference (formerly known as the Consumer Electronics Show), showcased the latest consumer technology, from smart glasses to smart homes. Neil Barbour and Stefan Modrich join host Eric Hanselman to explore what made an impact and what’s happened to technology debuts from previous years. The metaverse headlines of a couple of years ago have transformed into augmented reality. ChatGPT hasn’t been integrated into any cars, yet, but agentic

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26:16

Women's Sports and Media Rights

Next in Tech ·

2025/01/21

Sports media are in the middle of a significant transition, as streaming media companies compete with traditional linear broadcasters. The Netflix deal for the U.S. rights to the Women’s World Cup is only the latest and Richard Berndes returns to look at how the shift is shaking out with host Eric Hanselman. Women’s sports have seen a dramatic rise in viewership and represent a new and unique audience for media providers. They’re also a fanbase that’s particularly dedicated and committed. That’s

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24:50

Tech Futures in the New Year

Next in Tech ·

2025/01/14

As the old Danish proverb goes, it is difficult to make predictions, especially about the future, but we’re going to kick off the New Year with an exploration of where technology is headed a little further out in the future. While there have been headline-grabbing projections about AI and other buzzy topics, there are underlying connections across the technology landscape that are weaving the progress of the disparate branches of technology together. Research leaders Sheryl Kingstone, Justin

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27:50

Drones Everywhere

Next in Tech ·

2024/12/31

Mysterious lights are seen in the sky above New Jersey, throwing many into a panic. Is this the current concern about drones or the War of the Worlds radio broadcast 86 years ago? There are interesting similarities and analyst Johan Vermij returns to the podcast to kick off the New Year discussing aliens, drones and the more recent furor in the Garden State. Various forms of drones, in the air, in the seas and on land are becoming a ubiquitous resource. Costs have come down and they’ve become much

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35:15

Ethical AI

Next in Tech ·

2024/12/17

In the rush to deliver data to AI projects, it’s all to easy for teams to pull data that’s most easily accessible, without given consideration to its nature and scope. Emily Jasper and Abby Simmons return to discuss ethical concerns about the data that feeds AI projects with host Eric Hanselman. AI implementations place a much greater burden on data quality than traditional IT projects. When data becomes the product, development practices, such as minimum viable product (MVP) releases, require that

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32:05

Data pipelines for AI

Next in Tech ·

2024/12/10

Enterprises are wrestling with delivering data to fuel their AI efforts, hitting roadblocks around data security and privacy concerns and sifting through use cases and models to put it to work. Too many are making high-stake gambles feeding vast quantities of data into massive models. Jesse Robbins, one of the founders of Chef, a progenitor of the DevOps movement, a builder of the early Internet infrastructure and now partner at Heavybit, joins host Eric Hanselman to look at alternatives to the path

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28:39

Managing Third Party Risk

Next in Tech ·

2024/12/03

Much of business success depends on successfully managing risk, but that includes not only those aspects under direct control, but also the risks in relationships with third parties. It’s a task that can be daunting for any business and Luke Nordlie joins host Eric Hanselman to discuss the challenges and technology-based approaches to risk assessment, monitoring and compliance. With expanding supplier ecosystems, businesses are faced with issues of scaling their third party risk management efforts

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28:22

Datacenter Markets

Next in Tech ·

2024/11/26

The excitement swirling around AI often obscures the infrastructure that makes it possible. Since long before AI was at the forefront of technology discussions, datacenters have been powering technology and Jonathan Schroth returns to discuss datacenter markets and the complex forces that impact them with host Eric Hanselman. Datacenter demand is driven by the need for capacity in power, as well as interconnection. Recent subsea cable landings in the Pacific Northwest that link Pacific and Asian

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25:58

The Big Picture Reports

Next in Tech ·

2024/11/14

The annual Big Picture Reports are out and they span the breadth and depth of our research areas, including capital markets, commodities, commercial real estate, emerging technology, M&A and supply chain. Analysts Melissa Incera and Iuri Struta join host Eric Hanselman to talk about what they reveal and the strong interconnections across them all. A core driver is the rapid adoption of AI. It’s affecting capital markets, increasing energy demand and exacerbating water stress in some regions. The

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27:09

Insights from Money 20/20 US

Next in Tech ·

2024/11/12

Fresh from the 12th annual Money 20/20 US conference, Jordan McKee and McKayla Wooldridge return to the podcast to discuss all things FinTech with host Eric Hanselman. While the theme of the conference, “human in the machine”, focused on AI, there was less drama, as exhibitors and attendees grappled with a changing investment landscape and regulatory pressures. The CFPB’s release of the open banking rule is generating significant activity as both banks and FinTech companies implement open banking

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27:38

Technology Demand Indicator

Next in Tech ·

2024/11/04

There is continuing positive sentiment among technology buyers, a trend that’s continued for a fourth quarter. Sheryl Kingstone and Liam Eagle return to discuss the latest Tech Demand Indicator (TDI) study results with host Eric Hanselman. The numbers have shown strong correlation with aggregate revenue changes for companies in the S&P 500 Information Technology Index. There are a number of interesting trends within the data. Previously eager spending intent for AI technology has cooled slightly,

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24:44

Sports Media

Next in Tech ·

2024/10/29

As the seasons shift gears, there’s activity happening off the playing fields with sports media deals that are getting teams on their feet. Analysts Scott Robson and Michael Johnson join host Eric Hanselman to look at deals in women’s and men’s sports in the NFL, NBA, WNBA, NWSL and NHL. Streaming media companies are pushing into an area where linear media has dominated and they’re competing aggressively to secure events. At the same time, leagues are expanding both their calendars and playing

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26:18

Payments and Security

Next in Tech ·

2024/10/22

As the payment industry works to address security and fraud, they’re moving beyond being consumers of security technology and becoming acquirers. Mastercard’s recent acquisition of Recorded Future is the latest example of this trend. Jordan McKee and Scott Crawford return to discuss the dynamics on both sides of this equation with host Eric Hanselman. This is only the latest of nine transactions for Mastercard and it indicates the need for greater payment security in a number of ways. As transaction

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31:07

Human Resources Technology

Next in Tech ·

2024/10/14

If your view of the technology that drives the human resources end of business is mostly hiring, firing and time off management, your head would have been spinning at the HR Tech conference that just wrapped up. Analyst Conner Forrest was there and joined host Eric Hanselman to look at not only the highlights of the conference, but also his recent research and market explorations. It’s an area that has seen dramatic transformation, as organizations work to manage their internal capabilities with one

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25:43

Cloud Native Application Security

Next in Tech ·

2024/10/04

As cloud-based infrastructure becomes a larger part of enterprise portfolios, there’s greater focus on securing it effectively. Analyst Mark Ehr joins host Eric Hanselman to wade into the acronym-rich world of cloud native application security. Like other aspects of cloud and cloud native, security is a matter of dealing with speed and scale. There’s more telemetry that’s available, but workloads are more ephemeral and extending the same methods used in on-premises security risks overwhelming

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24:28

Datacenter and Energy Innovation Summit

Next in Tech ·

2024/10/01

The energy impacts of technology have been a concern for some time, but the rapid growth of AI has added additional pressure and speculation about the short and long term needs of the datacenter industry. The Datacenter and Energy Innovation Summit will be tackling a host of these topics, from energy to investments on October 30th, in Washington, D.C.. Analysts Kelly Morgan, Steve Piper and Dan Thompson join host Eric Hanselman to explore the topics that are at the heart of the event, as well as the

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191 results

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