Next in Tech

S&P Global
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. 1 day ago

    Claw and Agentic Optimization

    Adoption of AI has been dramatic, but the boost that the release of the OpenClaw agent technology delivered in November of last year was even more so. The mad rush to put agents to work has had wide ranging impacts, including market impacts on the supply of the venerable Mac Mini computer. That intensity and the need to manage the shockwaves agents are creating are what analysts Jean Atelsek and Marissa Incera joined host Eric Hanselman to discuss. There are now a proliferation of agents and they are creating demands on enterprise infrastructure that are outstripping those of initial AI adoption. The quandary enterprises are wrestling with is how to harness agentic power without limiting the innovations they can provide and still bounding the activities they can undertake. Effective agent use requires more than just an agent framework running on a single system. There has to be mediated access to data, management of context and memory in the agentic flow and security around agent action. The headlines are already filled with stories of the havoc that can be wreaked by misguided attempts. It requires a lot of diligence to get this right.   More S&P Global Content: Generative AI Digest: OpenClaw and Moltbook make a splash Generative AI funding: A sober retrospective and the trends shaping 2026 Next in Tech | Ep. 273: FinOps and AI Hyperscaler earnings quarterly: What price inference? For S&P Global Subscribers: Optimizing agentic AI systems Pricing the agentic enterprise: Megawatts, outcomes and intelligence in industrial environments Infrastructure and data challenges persist, agentic ones await – Highlights from VotE: AI & Machine Learning Host/Author: Eric Hanselman Guests: Jean Atelsek and Melissa Incera Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr

  2. 4 Aug

    IT Executive Qualifications

    The world of IT is filled with technical qualifications in all manner of disciplines. They've become an expected baseline for knowledge in broad fields like networking and security, as well as narrower, vendor-specific knowledge and skills. But what happens as IT leaders move up to more senior roles? Steve Clarke, cofounder and director of Freeman Clarke joins host Eric Hanselman to talk about the challenges that senior IT professionals have in establishing their bona fides as technical business people. The role of a CIO, CTO, CISO or CDO requires technical depth, but the more important part is the ability to integrate that knowledge with business operations. It's not an easy transition to undertake and even more complicated to identify.  Discussions that are taking place in the 451 Research 451 Alliance community brought up the idea of a business level certification process and how it would have to characterize that unique knowledge set. The Standard is an approach that Steve and his colleagues began to address this issue. The 451 Alliance membership is free and open to all qualified IT professionals and business leaders who want to contribute to industry-leading research. Members take anonymous online surveys in exchange for access to research results that power their IT strategy.   More S&P Global Content: Join the 451 Alliance The Standard Certification The Problem with the Status Quo For S&P Global Subscribers: US tech spending intent dips in Q2, but projects to grow in Q3 – Tech Demand Indicator Highlights from Q2 2026 Beyond connectivity: A CIO's road map from network APIs to business impact Enterprises cautiously optimistic for AI amid data management challenges Host/Author: Eric Hanselman Guest: Steve Clarke, cofounder and director of Freeman Clarke and Tech Leaders Connect Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr

  3. 28 Jul

    DevOps and observability

    As enterprises integrate greater levels of AI into their operational workflows, many are concerned about the effectiveness and accuracy of the decisions with which it's being entrusted. Mike Fratto joins host Eric Hanselman to talk about his recent research into the ways in which observability can provide greater context to AI systems and administrative teams. Data is the raw material from which AI value is created and a lack of solid operational data will mean that management systems won't have a complete perspective. Observability platforms have been expanding to collect and correlate a broader range of data and they can be particularly useful, if they're integrated well. Observability data can also assist in building confidence in automation and support automation efforts by creating scripts and validating control decisions. It can be a huge help to staff to digest and make sense of existing run books and processes and guide decisions in the event of failures. When novel incidents occur, being able to rule out certain areas can be just as powerful as finding the root cause. No, the network isn't always the cause of the outage… More S&P Global Content: Next in Tech | Ep. 271: AI Networking Next in Tech | Ep. 247: Security and Observability For S&P Global subscribers: Updating processes and building trust are key to full operational autonomy – Highlights from VotE: DevOps Observability Market Monitor & Forecast Agent orchestration and observability go hand in hand: The case for governance in motion Host/Author: Eric Hanselman Guest: Mike Fratto Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr

  4. 20 Jul

    Technology in Space

    There is a dramatic push of technology into space. Low Earth Orbit (LEO) satellites are changing the broadband communications market and there's speculation about putting data centers in orbit. Analysts Ellie Brown and Johan Vermij join host Eric Hanselman to look at the practical aspects of this push into a new frontier as a preview to their upcoming webinar. The cost of access to space has been dropping significantly, but there are many considerations that impact the viability of some of these plans. LEO satellite lifetimes are shorter than geosynchronous ones and the sustainability impacts of the launch volumes necessary to maintain multiple, massive constellations are daunting. Space is an attractive vantage point for observation with imaging to support geopolitical needs and ecological ends, like methane emissions tracking. Synthetic Aperture Radar (SAR) is piercing cloud and vegetation layers to reveal landscape details. Space-based data centers are seeing a lot of interest, but popular misconceptions about cooling capabilities may be adding more encouragement than is warranted. While space is "cold", radiating heat is more complicated in its vacuum. The International Space Station, with a massive radiation system, rejects only 70 KW of heat, less than a few racks of equipment and much less than a typical GPU cluster. And the need to service equipment on orbit hasn't been meaningfully addressed. Smaller satellites with distributed processing could pre-process data before it's sent to earth, but that will require greater levels of coordination to manage the massive scale on which this would have to operate.  More S&P Global Content: Join the webinar:  Orbit as the Next Data Frontier: Capital Flows, Risk, and Realities For S&P Global Subscribers: NVIDIA gives 'space cred' to orbital data center race with Vera Rubin Space module announcement STMicroelectronics eyes $3 billion in annual space revenue as demand for LEO satellites surges As the space sector enters the infrastructure era, M&A could become a force to be reckoned with Host/Author: Eric Hanselman  Guests: Ellie Brown and Johan Vermij Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr

  5. 14 Jul

    Quantum CEO Series: Andy Ory

    The popular image of quantum computers is the sparkling "chandelier" of the superconducting approach, but this next episode in our Quantum CEO series looks neutral atom quantum computers. Quantum analyst Ellie Brown returns to the podcast to join Andy Ory, the CEO of QuEra, to discuss their approach, the benefits of practical fault tolerant qubits and the advantages of quantum hubs that may have a dearth of beer with host Eric Hanselman. Neutral atom systems don't require the ultra-low operating temperatures used for superconduction. They stabilize the atoms they're using with lasers that still their motion. That free space setting allows simpler interaction between larger numbers of qubits that improves scaling of quantum computations. Stability reduces error rates and can improve the effectiveness of quantum error correction. Quantum computing has become a very buzzy topic, with IPO's and major funding announcements. There is growth of the supporting ecosystems around quantum application development, with software tools and cloud-based services offerings that are expanding access. The greatest challenge is the supply of a quantum workforce that can put quantum capabilities to work. Systems doing optimization approaches, like quantum annealing, are here today. The date for the availability of general purpose, practical quantum computers keeps getting closer. Some have said 2030 might be a target date and QuEra is talking about delivering their next-generation system in 2028. It's time to be getting quantum-literate today! More S&P Global Content: Long-term advantage is triggering a quantum wave, but cost and immaturity remain barriers Cybersecurity, talent needs and ongoing adoption were key themes at Quantum.Tech USA 2025 Access to quantum hardware remains cloudy, but more options are starting to appear For S&P Global subscribers: Quantum road maps signal steady gains and a shift from promise to performance Long-term advantage is triggering a quantum wave, but cost and immaturity remain barriers – Highlights from VotE: Digital Pulse Quantum Computing Market Monitor & Forecast AI, quantum and high-performance computing join forces at SC25 Host/Author: Eric Hanselman Guests: Andy Ory and Ellie Brown Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr

  6. 7 Jul

    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

  7. 1 Jul

    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,

  8. 23 Jun

    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,

See All (100)

About

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

Information

  • Channel
    S&P Global
  • Creator
    S&P Global Market Intelligence
  • Years Active
    2021 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © 2023 S&P Global 172735
  • Show Website
    Next in Tech

More From S&P Global

You Might Also Like