))
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
…
continue reading
Host Jeremy Goldberg, Worldwide Director of Critical Infrastructure at Microsoft, is on a journey to learn more about how infrastructure is being built around the world, by talking with public servants, philanthropist, artists and place-makers who have spent their lives working in the public interest. This is a series to help us build things and plan for the future while putting people first.
…
continue reading
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 line…
…
continue reading
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 Hanselm…
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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…
…
continue reading
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 ac…
…
continue reading
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 r…
…
continue reading
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 th…
…
continue reading
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 conf…
…
continue reading
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…
…
continue reading
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 marke…
…
continue reading
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 Han…
…
continue reading
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 Summ…
…
continue reading
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 Ga…
…
continue reading
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. T…
…
continue reading
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 natur…
…
continue reading
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 bac…
…
continue reading
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 fundamenta…
…
continue reading
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 DeBo…
…
continue reading
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. …
…
continue reading
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 chang…
…
continue reading
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 a…
…
continue reading
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 i…
…
continue reading
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 Hans…
…
continue reading
In this special report from the RSA Conference, we hear from seven of the team who were there at the event. It’s a set of quick takes on the latest trends and take aways from the conference in discussions with host Eric Hanselman. Whether it’s AI, cybersecurity or M&A, there was a lot going on and a lot to sort out. Guests:Scott Crawford, Research …
…
continue reading
The flexibility and adaptability of cloud-based infrastructure brings great value to enterprises, but most have been wrestling with managing cloud costs. Melanie Posey, Jean Atelsek and William Fellows join host Eric Hanselman to look at FinOps, the cost management initiative that is looking to regain control of infrastructure costs in this new mod…
…
continue reading
The NAB show, what’s become not only a venue for broadcast innovations, but also the latest in consumer electronics, has just wrapped up. Analysts Justin Nielson and Peter Leitzinger join host Eric Hanselman to discuss their thoughts on the show and perspectives on NextGen TV, AI capabilities and advertising. For over 100 years, the NAB show has se…
…
continue reading
The annual gathering of the business side of the cybersecurity industry, the RSA Conference, will kick off in early May. Scott Crawford and Dan Kennedy return to preview what they’ll be expecting with host Eric Hanselman. The upheaval in the security markets is being mirrored at the conference, with one major vendor deciding not to exhibit and cons…
…
continue reading
Semiconductors are back in the spotlight with the shortage of GPU’s in the generative AI explosion. But the supply chain that produces them is complex and is not a simple thing to accelerate or scale up. This episode brings Next in Tech together with the Economics and Country Risk podcast, hosted by Kristen Hallam. Chris Rogers and John Abbott join…
…
continue reading
Effectively managing information security for any enterprise can be a challenge, but airlines have to deal with the compounding effects of regulations in multiple domains, life safety issues and much more. Air New Zealand CISO, Phil Ross, joins host Eric Hanselman to discuss prioritizing cybersecurity efforts, the practical aspects of zero trust an…
…
continue reading
While getting to a cloud native development pattern is a goal for most organizations, it can be a significant journey to transform both infrastructure and processes. Analyst Carl Lehmann joins host Eric Hanselman to explore the paths that can move enterprises forward. DevOps approaches can speed development, Site Reliability Engineering (SRE) can c…
…
continue reading
The integration of payment technologies in the automotive realm offers interesting potential, but it has to be done with care to ensure customer experience meets expectations. FinTech’s move into the EV software ecosystem is a first step and analysts Beatriz Minamy and Sophia Furber join host Eric Hanselman to explore automotive as the latest softw…
…
continue reading
While there is no end of generative AI discussion, it’s not often clear how it’s being used. Nick Patience and Alex Johnston return to explore the results of a recent study that digs into AI use cases with host Eric Hanselman. Projects are charging forward and concerns around data dominate. Getting access to data remains challenging, but, as use ma…
…
continue reading
The spring edition of the Cloud Native Computing Foundation’s KubeCon/CloudNativeCon is about to get underway and Jean Atelsek and William Fellows return to discuss what will be playing out in the sessions and on the exhibit floor with host Eric Hanselman. The next stage of licensing pull back from a number of open source providers is on display, a…
…
continue reading
The curtain has come down on Mobile World Congress for 2024, but the repercussions are just beginning to settle out. Brian Patridge and Rich Karpinski join host Eric Hanselman to look at what happened at the Congress and how the implications are panning out. 5G advanced and 6G were being soft pedaled as operators look to monetize the investments th…
…
continue reading
The world of gen AI is complex, but the web of investments in both cash and infrastructure that are supporting the many AI companies is wildly intertwined. Analyst Melissa Incera returns to look at what these interrelationships mean with host Eric Hanselman. Typical investment priorities have been contorted with strategic investors, in many cases c…
…
continue reading
Digital customer interactions are critical to business success. The effect on customer satisfaction can be dramatic, but the technology behind those interactions is often hidden. Raul Castañon Martinez joins host Eric Hanselman to look at Communications Platform and Contact Center as a Service (CPaaS and CCaaS) technologies and how they’re evolving…
…
continue reading
What has been the premier telecom conference has expanded to be a technology showcase for everything from IoT to AR/VR. Lynnette Luna, Julber Osio and Mohammed Hamza, part of the analyst team braving the 100,000 or so attendees converging on Barcelona, join host Eric Hanselman to discuss what they’ll be looking for. Will satellite have an impact on…
…
continue reading
Many thought that supply chain woes faded with pandemic concerns, but they’re back and with new dimensions. Analyst Mark Fontecchio returns to explore its cyclic nature and the challenges technological approaches are facing with host Eric Hanselman. Shippers and logistics firms are refocusing on digitizing core processes and data handling. ROI just…
…
continue reading
While visions of smart cities might conjure up flying cars and robot delivery, the reality is that many are leveraging digitization today with significant impacts on a smaller scale. Analyst Zoë Roth looks at what’s going on today and the potential for the future with host Eric Hanselman. Digital infrastructure is a key foundation, but effective da…
…
continue reading
The intersection of technology and financial markets in security is creating interesting dynamics. Analysts Thomas Mason, Dan Kennedy and Scott Crawford join host Eric Hanselman to dig into the complexities of cyber insurance and the technologies surrounding it. Insurers have struggled in the rapidly evolving information security market. Insurance …
…
continue reading
Security in cloud-based infrastructure has different possibilities, but enterprises don’t always leverage cloud’s potential to improve security footing, particularly in networking. Quint Van Deman, senior principal within the office of the CISO at Amazon Web Services joins host Eric Hanselman to look at what can be done better to improve cloud secu…
…
continue reading
Technology’s impacts are felt in many areas, including podcasts! We pull back the curtain a little with producers Darren Rose and Kyle Cangialosi joining host Eric Hanselman to look at the transformations that are driving media production. Concerns about deep fakes are all the rage, but the realities of the technical capabilities are still progress…
…
continue reading
It might seem like generative AI has eclipsed the metaverse as a buzzy tech topic, but the two are intersecting in ways that are impacting autonomous vehicles and wealth of pursuits beyond gaming. Ian Hughes returns to the podcast to explore what this interaction is creating today and where it’s headed. The complexities of the real world are diffic…
…
continue reading
A set of significant deals in sports media rights have just closed and Richard Berndes returns to explore their impacts with host Eric Hanselman. There’s a shifting mix of free-to-air, pay TV and streaming providers competing for the rights to air games. The English Premier League just settled a four year deal with a record total valuation and the …
…
continue reading
Increasing power densities in the devices that are populating datacenters are pushing their cooling capabilities to new technologies. Perkins Liu returns to dig into liquid cooling and progress at the Open Compute Summit with host Eric Hanselman. The OCP is working on extending its ecosystem efforts to liquid cooling as generative AI and other high…
…
continue reading
As semiconductor vendors wrestle with building more capable devices, they’re turning to innovations to manage cost, improve yields and get to market faster. Chiplets let them pull together the best capabilities from different processes and geometries and build better parts. John Abbott returns to discuss the benefits and where chiplets are being pu…
…
continue reading
Many aspects of technology are interlinked with energy, but there are even more complex interactions that are in play. Our annual Big Picture reports are out and Veronica Retamales Burford and Nick Patience join host Eric Hanselman to explore the connections between water, both its use in datacenters and the issues caused by flooding and drought, e…
…
continue reading
Vectors have an important property - they have both scale and direction. A new research product, the Technology Demand Indicator, offers this perspective in evaluating tech trends. Research Director Liam Eagle and Analyst Malav Parekh join host Eric Hanselman to discuss how it was developed and where it can be used. The panels, built from the 451 A…
…
continue reading
There are significant concerns about the security of the various publicly accessible generative AI tools that are available. Many organizations have enacted outright bans on their use for fear of exposing sensitive data. There’s a path to access the benefits of these tools while managing the risk and Steve Riley, field CTO for Netskope, joins host …
…
continue reading
