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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

24:28

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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26:33

B2B Payments Technology and Markets

Next in Tech ·

2024/09/24

We’re all familiar with consumer payments technology in its various forms, but business transactions have a different set of requirements and a very different set of technologies and market participants. McKayla Wooldridge joins host Eric Hanselman to look at the results of a recent study and explore the dynamics of this complex market. The core accounting operations of any business are their lifeblood and change can be challenging, but the pressure to digitize to streamline operations, reduce

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22:00

Consumer Tech Evolution

Next in Tech ·

2024/09/16

The primary exposure to advances in technology for most is in the consumer world. Phones, video and gaming are driven by the latest innovations, but have been experiencing a softening of the markets. Analyst Neil Barbour returns with host Eric Hanselman to look at recent research in consumer technology and explore some global market shifts. Phone replacement cycles have lengthened and North American and European markets are softer. How saturated they are remains a question for discussion. The new

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27:18

Dreamforce Preview

Next in Tech ·

2024/09/10

The flagship event for Salesforce, its Dreamforce conference, returns to San Francisco and some of the 451 Research analyst team who will be there join host Eric Hanselman to talk about what they expect and the key issues that will be in play. Sheryl Kingstone is looking at practical technology implementations as enterprises try to make sense of the real delivered value that’s beyond the hype. Paige Bartley is exploring the challenges in balancing data quality and controls while supporting privacy

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24:57

Exploring Broadcom VMware

Next in Tech ·

2024/09/03

The annual VMware Explore conference kicked off in Las Vegas in a new situation with the company now being part of Broadcom, after its acquisition. 451 Research analysts Jean Atelsek, Melaney Posey, Henry Baltazar and Liam Eagle were there with host Eric Hanselman and this special episode captures their insights about what was happening at the conference and how things have changed. After acquisition, there have been significant changes in VMware’s go to market motion, including a repackaging of

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37:39

Total Available Markets

Next in Tech ·

2024/08/27

To predicate a business decision on the risk and potential reward, it’s important to understand the size of the reward. Correctly estimating the Total Available Market (TAM) and the smaller Serviceable Addressable Market (SAM) is critical to that planning process. Research director Greg Zwakman joins host Eric Hanselman to look at the challenges in creating TAM and SAM estimates that support decision processes and build a convincing business case. There are a host of difficulties, including a dearth

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26:53

Lighting Up Fiber

Next in Tech ·

2024/08/20

Connectivity had been having a moment through the pandemic, but the urgent need for high-performance interconnection has rolled back a bit and fiber optic networks and the markets around them are showing the effects of that change. Kagan analysts Natalie Colakides and Mohammed Hamza join host Eric Hanselman to look at what’s going on in fiber markets. While backbone business is solid, investments in last mile build out, the connections to homes, has slowed. As nations look to address the digital

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29:19

Datacenters and Energy Utilities

Next in Tech ·

2024/08/13

The soaring estimates for energy demand are impacting utilities, datacenters and the companies that rely on both of them. Sustainability targets are taking a hit as power providers grapple with meeting technology driven growth and Adam Wilson from S&P’s Commodity Insights team and Dan Thompson from 451 Research’s datacenter group join host Eric Hanselman to discuss where this is leading. Datacenter demand is real and new builds are kicking off that are fully funded. Power availability and cost have

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23:21

Ep. 179 - Kagan Media Summit

Next in Tech ·

2024/08/06

For the first time since the pandemic, the Kagan Media and Telecom Summit was back in person in New York, with a packed agenda looking at topics ranging from sports media rights to broadband technology and regulatory changes. Analysts Justin Nielson and John Fletcher join host Eric Hanselman to explore the insights and aspects that made up the Summit. There are media rights deals that have shattered previous records in the NBA and women’s sports, such as the U.S. National Women’s Soccer League

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24:10

Ep. 178 - The Cloud Price Index

Next in Tech ·

2024/07/30

With larger portions of IT budgets being consumed by cloud, there’s a greater imperative to understand the nature of price, value and availability of cloud services. Since its inception in 2015, the Cloud Price Index (CPI) has tracked the current state of cloud services across the globe. New data tools have made it even more valuable and analyst Gabriella Brown joins host Eric Hanselman to explore how clients are putting it to work and the trends that are shaping the changes taking place. Using a

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30:24

Ep. 177 - Datacenters and AI

Next in Tech ·

2024/07/23

Generative AI is having far reaching impacts on datacenters and new data shedding light on the nature and extent of the impacts. Analysts Melissa Incera and Dan Thompson return to the podcast to dig into the data and discuss the ramifications for enterprises, datacenter builders and operators and those putting AI to work with host Eric Hanselman. The computational requirements of generative AI are unique, taking demands similar to high performance computing or cryptomining and spreading them across

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29:41

Ep. 176 - Challenges in Critical Infrastructure Security

Next in Tech ·

2024/07/16

There’s substantial cybersecurity risk in critical infrastructure and addressing it is a complex problem that involves regulatory and private sector efforts. Joshua Corman, founder of I am the Cavalry and the CyberMed Summit, and Rob Knake, cybersecurity expert and former federal cybersecurity official, join host Eric Hanselman to explore the nature of the problems and the challenges we face in addressing them. This is a conversation that continues from their session at the America’s Growth

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30:21

Ep. 175 - Metaverse Advances

Next in Tech ·

2024/07/09

Rumors of the demise of the metaverse have circulated widely, but the latest revenue numbers and market activity are showing that it’s recovering from post-pandemic pull-backs. The industrial metaverse is showing strong growth and attendance at the 15th anniversary of Augmented World Expo USA is up. Analysts Neil Barbour and Ian Hughes are just back from the Expo and discuss their insights with host Eric Hanselman. Metaverse and augmented reality tools are shifting the conversation from human

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23:15

Ep. 174 - Open Source Innovation

Next in Tech ·

2024/07/02

Over a decade ago, Marc Andreessen said that software was eating the world and today we could easily say that open source is eating the software world. It’s widely adopted and deployed and has become a key element of the IT landscape. The last year has seen some players shifting their approaches to the market, but have these affected the fundamental values of the open source community? Dr. Thomas Di Giacomo, Chief Technical and Product Officer at SUSE and Cloud Native Computing Foundation board

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35:02

Ep. 173 - Phishing Deep Dive

Next in Tech ·

2024/06/25

While most of us have a basic understanding of phishing, the email attack tactic that’s been with us for years, attack techniques and the attacker community have been evolving rapidly. The speed of that evolution is outpacing the ability of users to detect the latest instances of phishing attacks and the advances are not slowing down. Poornima DeBolle, co-founder and chief product officer at Menlo Security, joins host Eric Hanselman to look at how phishing has changed and the options available to

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22:12

Ep. 172 - IT Buying Sentiment Stays Positive

Next in Tech ·

2024/06/18

IT buying sentiment has remained positive in the latest edition of the 451 Research Tech Demand Indicator study. It showed a strong start to 2024, but there were other signals buried in the data. Liam Eagle and Malav Parekh, two of the study’s authors, return to the podcast to join host Eric Hanselman to explore the results and their implications. The study explores spending sentiment and contrasts it with macroeconomic impacts, looking at shifts across demographics and technology verticals

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22:36

Ep. 171 - Concerns About Fraud Drive AI Investment

Next in Tech ·

2024/06/11

Recent study results are identifying where AI is being put to work and how customers and end users are reacting to its use. Sheryl Kingstone, head of the experiences team, returns to look at the Voice of the Connected User Landscape: Connected Customer, Disruptive Experiences 2024 study with host Eric Hanselman. This longitudinal study tracks changes in attitude and use of AI. While there is significant use of AI, there are strong differences between generations across the study. One of the

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23:09

Ep. 170 - Corporate Language Analysis in Pride Month

Next in Tech ·

2024/06/04

Sentiment analysis is a common use case for large language models in generative AI and we’re kicking off Pride Month with a discussion of a recent study that examined the way firms are talking about LGBTQ+ issues in public statements. Returning guest Emily Jasper and Ilan Attar of Pronto NLP, who led the analysis, join host Eric Hanselman to look at what the study explored, how they trained the model used for the analysis, and some of the results. While many organizations make supporting statements

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28:00

Ep. 169 - AI’s Impact on Datacenter Power

Next in Tech ·

2024/05/28

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

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27:54

Ep. 168 - AI Data Strategies

Next in Tech ·

2024/05/21

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

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192 results

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