Next in Tech

S&P Global

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

  1. -6 t

    AI CEO Series: Dr. Varun Sivaram

    This episode of our AI CEO series looks at the potential for AI capabilities to address one of AI's largest challenges – energy availability. Dr. Varun Sivaram, founder and CEO of Emerald AI, joins host Eric Hanselman to explore how greater flexibility is AI workloads can unlock unused capacity. Traditionally, data center construction has focused on delivering peak capacity, even at those times when it may not be needed. That doesn't mesh well with a power grid that is already under stress. AI intelligence can shift workloads dynamically to reduce data center demands when the power grid needs it and to leverage excess grid capacity when it's available. Flexing AI workloads to respond to grid conditions isn't simple, but it can be more attractive than alternatives. Adding generation capacity is a long-term and expensive process and community concerns about rate increases are creating headwinds for new data center builds. Adding Battery Energy Storage Systems (BESS) are costly and have their own capacity and durability limitations. Flexing workload demand could address grid integration problems on a much shorter timeline. More S&P Gobal content: 2026 Trends in Data Center Services & Infrastructure Geopolitics of data centers: An AI showdown that will reshape the world AI's global resource race: Challenges and opportunities Hyperscaler earnings quarterly: What price inference? For S&P Global subscribers: Data Center Services & Infrastructure Market Monitor & Forecast: US ISO Region BYOP emerges as a strategic decision for data center operators in response to grid challenges US Independent System Operators 101 Service providers race to meet surging enterprise demand for AI infrastructure Survey Data Hub – VoCUL: Connected Customer, AI & Data Centers 2026 Host/Author: Eric Hanselman Guest: Varun Sivaram Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr

    23 min

  2. -5 d.

    Asia Pacific Data Center Trends

    Market dynamics in data center buildouts and dealmaking are complex, but there are some common threads that are spanning the globe. Analysts Soon Chen Kang and Stefanie Williams join host Eric Hanselman to explore their research in the Asia Pacific market. AI demand is a driving force and concerns about power availability can be a headwind, but there are regional nuances that make the markets that comprise the APAC region unique. One treats the market as a cohesive whole at one's peril!  Geopolitical concerns have a significant impact on both demand forces and capacity uptake. Access to GPU's to feed AI applications takes on new dimensions in a market where technology embargoes are moving workloads. Neoclouds are a new market provider and driving new builds, as well. The boom days of speculative building have tapered off, in many cases, due to the availability of power, but that doesn't mean activity is slowing. Activity is shifting to find available capacity, but a common challenge in some of these early markets is the lack of transparency on both power deals and the build and financing processes. Check out the research to get more details. More S&P Global Content: Compute sovereignty: The strategic importance of digital infrastructure AI in action: unleashing agentic potential Hyperscaler earnings quarterly: What price inference? Will datacenter growth in India propel it to global hub status? For S&P Global subscribers: Beyond disaster recovery: Greater Osaka's rise as a stand-alone data center hub APAC data center growth on course in 2026, driven by hyperscaler, regional neocloud demand Rising community opposition impacts site selection, cancellations and delays increase  Singapore kicks off tender process, promising at least 200 MW for data centers 2026 Trends in Data Center Services & Infrastructure Host/Author: Eric Hanselman   Guests: Soon Chen Kang, Stefanie Williams Producer/Editor: Dylan Scheible  Published With Assistance From: Feranmi Adeoshun, Sophie Carr, Kyra Smith,

    25 min

  3. 23. juni

    FinOps and AI

    We're in the early days of cost impacts for AI applications. While there are some cautionary tales, current spending seems to be a small fraction what's to come. Analysts Jean Atelsek and Melanie Posey return to the podcast to talk about what they heard at the FinOps X conference with host Eric Hanselman. The need for cost management in AI is seen as so great that the FinOps Foundation, a project of the Linux Foundation, is talking about morphing its conference into Tokenomicon and pivot into token economics. The portmanteau of tokenomics is sweeping across cloud and AI services providers, as well as IT vendors, as enterprises wrestle with dueling forces of AI acceleration and management constraints for access and cost. Unlike FinOps for cloud operations, the costs and metrics for AI are fairly opaque. Some enterprises are trying to manage costs by limiting access, but that risks stifling the innovation and democratization that is supposed to come with AI transformation. Request routing is promising, but it requires understanding the nature of the request and the suitability of available infrastructure to fulfill it, something that is not well understood by many. Most are just getting comfortable with managing model lifecycles and the step up to cost management can be a large one. More S&P Global Content: Compute sovereignty: The strategic importance of digital infrastructure Next in Tech | Ep. 222: FinOps – Managing Cloud and AI Costs AI in action: unleashing agentic potential Hyperscaler earnings quarterly: What price inference? For S&P Global subscribers: FinOps in the age of agentic AI FinOps Foundation expands FinOps discipline beyond cloud to technology value management Service providers race to meet surging enterprise demand for AI infrastructure FinOps Market Monitor & Forecast Host/Author: Eric Hanselman  Guests: Jean Atelsek, Melanie Posey Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun, Sophie Carr, Kyra Smith,

    30 min

  4. 16. juni

    Agentic Approaches to Capital Markets

    There's great momentum in moving to greater levels of agentic automation, but there are critical areas where deeper consideration is required in how it's applied. In capital markets, trust is a foundational element on which transactions are built and Krisha Vinjamuri, Head of Technology, Enterprise Solutions at S&P Global Market Intelligence, joins host Eric Hanselman to talk about how this can be achieved and the important aspects of successful implementations. One of the useful things in capital markets, is that there are open standards on which to base data ontologies. It's not exciting, but it's the basis of a semantic foundation that can not only ensure that there is depth in data definitions, but can also reduce errors generated by agents. The larger question that looms beyond the construction of foundational architecture, is how the operational envelope that bounds agentic action will be established. This has to be built from policy definitions that take those actions into account. There is great promise and much work that needs to be done. More S&P Global Content: AI-enable Corporate Actions AI-driven Portfolio Monitoring with iLEVEL AI-automated SSI Equity Bookbuilding AI Assist Market Intelligence AI Hub For S&P Global subscribers: FinOps in the age of agentic AI AI Infrastructure Market Monitor & Forecast Service providers race to meet surging enterprise demand for AI infrastructure In 2026, the telecom network becomes code Credits: Host/Author: Eric Hanselman Guest: Krishna Vinjamuri Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible

    24 min

  5. 9. juni

    AI Networking

    Networking can be an invisible part of IT infrastructure, but AI is creating demands that make it a critical part of keeping AI application fed with data. Mike Fratto returns to the podcast to discuss both the long haul and local requirements for AI networking with host Eric Hanselman. It's always been important to link chunks of infrastructure efficiently, but AI's voracious need for data has dramatically increased the scope and scale of the need. The risk that any gap in performance or capacity presents is that precious GPU resources will be idled, an increasingly expensive proposition. The realities of AI application architectures is that infrastructure is ever more hybrid, requiring access to repositories of data both on-premises and in various clouds and models scattered across various providers. The need for dynamic connectivity is driven by the rapid evolution of preferences for new models and the diversifying needs of agents to reach new data sources. It's not only forcing network expansion, but it's also driving M&A activity as network providers look to enhance automation in response to customer demands. More S&P Global Content: Compute sovereignty: The strategic importance of digital infrastructure AI won't solve its own energy problem – and that might be fine AI in action: unleashing agentic potential AI infrastructure results in 2025 top expectations, forecast upgraded For S&P Global subscribers: MWC 2026: Agentic AI as the next operating model for networks and network operations AI Infrastructure Market Monitor & Forecast Service providers race to meet surging enterprise demand for AI infrastructure In 2026, the telecom network becomes code Credits: Host/Author: Eric Hanselman Guest: Mike Fratto Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible

    24 min

  6. 2. juni

    Agentic revolution at Dell Technology World

    The shifts that the agentic revolution is driving are felt in many areas of technology and Dell Technologies spans some of those that are seeing the greatest upheaval. The 451 Research team was in attendance at the annual Dell Technologies World conference and Brian Partridge, William Fellows, Henry Baltazar and Greg Macatee joined host Eric Hanselman to talk about their perspectives on the conference, agentic advancement and the technology market. Dell has positioned itself as a purveyor of not only the compute infrastructure needed to build the foundation for AI, but also as the custodian of AI's most critical raw material – data. The rapid evolution of agentic applications has created a need for new capabilities that is being complicated by both technology infrastructure demands and geopolitical events. Supply chains are being challenged by increasing demand for storage at a time when silicon pipelines were already under tremendous pressure. All of this is happening as the costs of AI are starting to have a material impact on businesses. Tokenomics, the impact of the cost of producing AI tokens, has taken center stage. More S&P Global Content: Compute sovereignty: The strategic importance of digital infrastructure AI won't solve its own energy problem – and that might be fine AI in action: unleashing agentic potential AI infrastructure results in 2025 top expectations, forecast upgraded   For S&P Global subscribers: Dell Technologies' unified private cloud strategy: IT environments reimagined AI Infrastructure Market Monitor & Forecast Quantum Computing Market Monitor & Forecast Service providers race to meet surging enterprise demand for AI infrastructure Credits: Host/Author: Eric Hanselman Guest: Brian Partridge, William Fellows, Henry Baltazar, Gregg Macatee Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible

    21 min

  7. 28. mai

    Smart Buildings and AI

    One of the more interesting areas where AI is having an impact is in building operations. While building automation technology has made significant advances, AI is bridging gaps in building system controls. Analyst Zöe Roth has been researching the approaches and achievements from various smart building automation technologies and joins host Eric Hanselman to discuss what she's seen and what opportunities lie ahead. Some of the advances from data center information management (DCIM) systems are being applied to smart buildings. A typical building has multiple control capabilities for HVAC, lighting, and mechanical that often aren't interconnected and smart building systems can unify visibility and operations. The integration of AI in smart buildings has to balance a number of different aspects of both the human in the loop for control and the scale that the introduction of cloud-based management offers. Fully autonomous operations may be some time off, but vendors are working to build trust and capability. Cloud-based systems can provide a consolidated view of a portfolio of buildings and improve maintenance operations, but face reluctance in some sectors where on-premises preferences prevail. AI is advancing rapidly and will accelerate further as it matures.   More S&P Global Content: 451 Digital Industries Insider Next in Tech | Ep. 208: Smart Spaces   For S&P Global subscribers: 2026 Trends in IoT, Edge & Digital Industries Smart buildings 2025: Market trends, vertical strategies and vendor positioning Redefining OT security and ensuring operational continuity in the age of hybrid, AI-driven OT   Credits: Host/Author: Eric Hanselman Guest: Zöe Roth Producer/Editor: Feranmi Adeoshun with Barb Dalumpines Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible

    26 min

  8. 19. mai

    Autonomy

    The rush to capitalize on agentic capabilities is in full swing in enterprise, but there is caution in operational settings, like industrial control systems. Getting to autonomy in these environments requires a greater consideration in design and implementation and Cody Falcon of ABB joins host Eric Hanselman to continue a conversation that started at CERAWeek to explore the many aspects that should be in consideration. Risk is, of course, much greater in physical systems and AI requires more complex guardrails to manage it. But the greater challenge is in building trust. AI's ability to handle scope and scale can be tremendously valuable in control systems and the ready availability of telemetry and operational data give implementations a solid base to work from. The journey to autonomy is one that has to be built on proven successes. As with any new employee, agents will need to build trust. More S&P Global Content: The CERAWeek conference Next in Tech | Ep. 259: The RSAC Conference – Agents on The Loose AI in action: unleashing agentic potential 2026 Trends in Information Security For S&P Global subscribers: Redefining OT security and ensuring operational continuity in the age of hybrid, AI-driven OT Tech Trend in Focus: Digital twins in the oil and gas industry 2026 Trends in IoT, Edge & Digital Industries Key learnings from the CERAWeek Chief AI Officer Leadership Circle Credits: Host/Author: Eric Hanselman  Guest: Cody Falcon, Global Digital Portfolio & Technology Leader, Energy Industries, ABB Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible

    27 min
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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

Informasjon

  • Kanal
    S&P Global
  • Skaper
    S&P Global Market Intelligence
  • År i produksjon
    2021 - 2026
  • Episoder
    100
  • Vurdering
    Ren
  • Copyright
    © 2023 S&P Global 172735
  • Vis nettsted
    Next in Tech

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