S&P Global Market Intelligence
Next in Tech
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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S&P Global Market Intelligence
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Latest episode
Jul 7, 2026
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Episodes
AI CEO Series: Dr. Varun Sivaram 07.07.2026 23:21
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 wh...
Asia Pacific Data Center Trends 01.07.2026 24:46
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...
FinOps and AI 23.06.2026 30:13
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...
Agentic Approaches to Capital Markets 16.06.2026 23:55
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...
AI Networking 09.06.2026 24:28
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 dra...
Agentic revolution at Dell Technology World 02.06.2026 21:23
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 confer...
Smart Buildings and AI 28.05.2026 26:07
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 oppor...
Autonomy 19.05.2026 27:00
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 shou...
Mythos and Security 12.05.2026 27:03
The recent announcement of the capabilities of the Mythos AI model have raised many concerns about the cybersecurity implications of ever more powerful AI tools. Scott Crawford and Daniel Kennedy return to the podcast to debate the impact with host Eric Hanselman. Is this more marketing than real attack potential? It seems like the pace and scale of the discovery of new vulnerabilities could overw...
Managing data center risk 05.05.2026 26:56
Demand for data center capacity is booming, which won't come as a surprise to any of our listeners, but that boom is extending into the associated areas that are looking to manage risk in this growth. Analysts Tony Lenoir and Kelly Morgan return to the podcast to discuss an upcoming webinar that explores the challenges that insurers are facing with host Eric Hanselman. The "Underwriting the Digita...
Digital Sovereignty 28.04.2026 13:51
While expanding regulatory requirements have been pushing developments in digital sovereignty, increasing levels of geopolitical concerns are driving greater urgency in improving control of digital assets. Andreas Prins, global head of sovereignty solutions for SUSE joins host Eric Hanselman to look at how organizations need to shift their thinking to leverage all of the benefits that sovereignty...
Quantum CEO Series: Amir Naveh 21.04.2026 21:15
The next episode of our Quantum CEO series looks at the software development stack for quantum computing and how quantum software is developed. Co-founder of Classiq, Amir Naveh, joins host Eric Hanselman to discuss the challenges in working across the dramatically different architectures that make up the current quantum computing landscape. It's been nine years since IBM introduced the Qiskit dev...
Quantum CEO Series: Dr. Theau Peronnin 15.04.2026 24:09
The next in our Quantum CEO series looks at the nature of a fundamental element of quantum computing – the qubit. Dr. Theau Peronnin, cofounder and CEO of Alice & Bob, joins host Eric Hanselman to explore the nature and characteristics of this often-misunderstood foundation of the quantum world. There is no standardized definition for a qubit, and yet, many quantum efforts measure their success in...
Quantum CEO Series: Alan Baratz 07.04.2026 25:14
We kick off the next in our CEO series with a look at quantum computing. Alan Baratz is the CEO of D-Wave and he joins host Eric Hanselman to explore quantum computing architectures, how they're evolving, and how enterprises should be considering quantum computing applications. D-Wave now offers both annealing and gate model quantum computing systems, with different types of problems being suited...
Mobile World Congress Review 31.03.2026 22:26
While the annual gathering of all things telecom might have been dampened by geopolitical impacts, Mobile World Congress was still a hotbed of everything new and next. Analysts Raul Castañon-Martinez and Rich Karpinski join host Eric Hanselman to discuss what they saw in Barcelona and what it portends for not only the telecom players, but also the wider technology ecosystem that was clamoring for...
Putting Agents To Work 25.03.2026 31:07
We're well underway in the integration of agents into various enterprise workflows, but there are many questions about where and how they can be used effectively. Emily Jasper and Sheryl Kingstone return to the podcast to discuss their recent research and upcoming webinar with host Eric Hanselman. Much has been made of claims that agents are going to replace SaaS applications, particularly in appl...
The RSAC Conference – Agents on The Loose 18.03.2026 28:36
The RSAC Conference, a major cybersecurity gathering in the spring, is coming up and the impacts of agents will be on full display. Scott Crawford, Brenon Daly, and Dan Kennedy join host Eric Hanselman to explore their expectations and look at what's been taking place in both the marketplace, investments and M&A activity. Agents are automating tasks, not jobs, and there are a great set of use case...
CEO Series: Wildfire Risk with Bryan Spear 10.03.2026 33:00
Wildfires have grabbed the headlines recently and AI is being put to work to assess risk aid strategic planning in reducing events. The next in our CEO series brings Bryan Spear, the CEO of Technosylva, in to talk with host Eric Hanselman about not only wildfire, but also the ways in which AI can address flood and extreme weather risks, as well. There are interesting commonalities in the datasets...
CEO Series: Agents and Context with Douwe Kiela 03.03.2026 30:51
We continue our CEO series with Douwe Kiela, the CEO of Contextual AI, who is addressing the challenges of building effective agentic applications. The shift to agentic amplifies the need for enterprises to improve their data management capabilities and infrastructure scaling. The best models won't perform well, if there isn't well built context to support them. Much like people, if there's not en...
CEO Series: AI and Supply Chains with Francisco Martin-Rayo 24.02.2026 23:38
The next in our series of discussions with CEO's of companies that are putting AI to work has Fransico Martin-Rayo of Helios discussing the agricultural supply chain with host Eric Hanselman. Helios is leveraging AI to generate insights in the complex dynamics of food production and sourcing at a dramatically finer level of granularity. AI not only enables more complex analysis but also allows cus...
CEO Series Kick Off: AI and Energy Markets with Sean Kelly 17.02.2026 24:37
We're kicking off a new series of discussions with CEO's of companies that are putting AI to work to tackle complex problems. Sean Kelly of Amperon joins host Eric Hanselman to dig into how they're using AI for energy grid forecasting. The combination of weather, changes in generation capacity with renewables, and now increased data center demand is making forecasting a critical requirement for gr...
AI Data 10.02.2026 22:09
There are such significant changes going on in how data is managed and in how AI manages data, that it's not always clear which requirements are driving which trends. Jim Curtis returns to look data highlights from AWS re:Invent and to identify important changes that are taking place. FinOps and broader cloud cost management efforts are leading providers to offer tools and programs to corral spend...
The NRF Conference 03.02.2026 24:24
The National Retail Federation's annual NRF conference has become a showplace for the latest technology, as well its core retail foundations. Sheryl Kingstone returns to discuss what was on display and how it will impact retail and the larger tech landscape with host Eric Hanselman. While we may be a ways off from having robot dogs retrieving shoes at your local mall store, automation and agentic...
Agentic AI Use Cases 28.01.2026 27:18
The choice of use cases in AI has a significant impact on achieving on project outcomes. The latest results of the 451 Research Voice of the Enterprise AI use cases study are out and Alex Johnston joins host Eric Hanselman to explore the data and its implications. The study highlights a widespread, yet often unstructured and fragmented, adoption of AI within organizations, indicating a stall in ov...
A Wild Earnings Season 16.01.2026 22:07
We're just out of the recent earnings season and we've seen a wild range of results and some interesting implications. Melissa Otto CFA, head of S&P Global's Visible Alpha research team, returns to discuss what that markets have been saying and what she makes of the data with host Eric Hanselman. Macroeconomic effects are having some impact, as consumer sentiment diverges across the top and the bo...
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