Big Ideas. Simplified. Join the OrionX team and guests in lively discussions of trends and products that can impact your investment decisions and change the technology options you consider.
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Datacenter Podcasts
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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Podcast by Stryker Productions
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The Unexplored Territory Podcast takes you deep into the world of datacenters and cloud (native) tech, with a special spotlight on VMware, Broadcom, and everything happening in the ecosystem. Hosted by Duncan Epping, blogger at Yellow-Bricks.com, and co-author of the vSphere Clustering and vSAN Deep Dive books! Each episode brings on top industry experts to unpack the latest trends, share real-world insights, and talk about what’s next in the world of enterprise IT.
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A fun podcast devoted to celebrating/commiserating our ridiculously overabundant world. Each episode features a guest expert to wax philosophic on how there's too much TV, movies, typography, politics, time, choices -- whatever!
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The DATAcated On Air podcast is focused on providing the audience with interesting content for the data community. Episodes will include interviews with experts in the space, as well as presentations on various data science, analytics, machine learning and artificial intelligence topics.
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ePlus helps our clients imagine, implement, and achieve more from technology. Our people are the best in the business — and we’re proud to feature them in our podcasts. Our services are backed by thousands of successfully delivered engagements, elite certifications, and awards. And we’re pleased to share the talent and perspective of our staff as it relates to today’s emerging, transformative technologies. See how we can help you connect the dots between IT investments and business outcomes.
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Fast News and Tips from my world of tech to yours. Knowing all of your options is half the Battle.
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BrownBags are a series of online webinars held using GotoMeeting and covering various datacenter & datacenter Certification topics. These BrownBags are held live at various dates and times around the globe and each covers a different bit of datacenter related specialization.
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IT talk with a healthy dose of empathy: Hosts Matt Yette & Matt Cozzolino draw on their combined 40+ years of infrastructure experience as they discuss the ever-changing technology landscape – from virtualization to storage, security to networking, and everything in between.
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Digital Spacecast covers a variety of topics related to Ridiculous home datacenters, AI's impacts and technical of training, Cryptocurrency production of leading edge consensus mechanisms, and a smattering of cool software for homelabs.
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Discussions about AGI and the world beyond
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Interviewing partner experts, I get to ask the questions and get personal insights into the topics we all talk about; game-changing technologies that construct this complex matrix of information that we frequently use as we live, work and play.
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A bi-monthly podcast where we have a short Chip Chat about Transistors! Semiconductors are one of the most fundamental technologies of our time, yet are often under-discussed or misunderstood. We want to chat about them (and other things). Come learn some more about Semiconductors!
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The show where we discuss the intersection of the past, the present, and the future.
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Two investment bankers weekly explore how tech, finance, markets and regulations are radically redefining the world of energy: Renewable Energy, Electric Cars, Hydrogen, Battery Storage, Digitisation... Your co-hosts: from Berlin, Gerard Reid and from London, Laurent Segalen. Our LinkedIn page: https://www.linkedin.com/company/redefining-energy/ X handle: @Redef_Energy
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Join us as we engage in insightful discussions with top experts in the data center and digital infrastructure space. Tune in to stay up-to-date with the latest trends shaping the industry.
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DartPoints keeps today’s businesses connected and protected by building strategic and scalable IT ecosystems. We take a consultative approach to Make Your Data Invincible. We listen, we learn, we solve. Bridging the Gap of the Digital Divide.
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Venyu Solutions Podcast (Video)
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Intel® Conversations in the Cloud is a podcast with IT leaders who are driving the future of a software-defined infrastructure based data center. Featuring members of the Intel® Builders programs, Intel experts, and industry analysts, this recurring podcast series provides information on delivering, deploying, and managing cloud computing, technology, and services in the data center and enterprise.
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Fork Around and Find Out is your downtime from uptime. Your break from the pager, and a chance to learn from expert’s successes and failures. We cover state-of-the-art, legacy practices for building, running, and maintaining software and systems.
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Intel Chip Chat is a recurring podcast series of informal interviews with some of the brightest minds in the industry, striving to bring listeners closer to the innovations and inspirations of the people shaping the future of computing, and in the process share a little bit about the technologists themselves.
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👋 Hello everyone, welcome to Take a Byte by Accton In this show, we discuss IT, networking technology, and industry news in a relaxed, conversational style. 🎙️ Each episode features the latest tech trends and practical technical knowledge. Whether you’re a professional or just curious about technology, there’s content for you here. 🌐 We bring you interesting stories, the latest in the world of networking, and easy-to-understand technical explanations. Take a Byte is not just a show; it’s an ...
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Welcome to Leaders, a podcast featuring long-form conversations with senior investors, CEOs, and entrepreneurs on topics that matter most to the investment community. In each episode, Joe Cass, Senior Director at S&P Global Ratings, explores market trends, investment outlooks, and personal stories from industry trailblazers. Listen now on Apple Podcasts, Spotify, YouTube, Amazon Music, and Deezer. This podcast series was formerly known as Fixed Income in 15.
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Green IO with Gaël Duez explores how to reduce the environmental impact of our digital world. Twice a month, on a Tuesdays guests from across the globe share insights, tools, and alternative approaches, enabling all responsible technologists, within the Tech sector and beyond, to build a greener digital world, one byte at a time.
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The Tech Field Day Podcast is the only podcast that dares to be both on topic, or on premise, and sometimes on location, bringing together a group of independent IT luminaries and experts in their field from around the Enterprise to discuss a single idea revolving around their technological knowledge base and skillset. This podcast is hosted by Stephen Foskett, Organizer of the Tech Field Day event series, and Tom Hollingsworth, Tech Field Day Event Lead.
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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-dis ...
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When it comes to technology, you may have questions. So do we. Every other week, we demystify the tech industry, one answer at a time. Join us as we bring together a chorus of perspectives from within Red Hat to break down the big, emerging ideas that matter both today and beyond. Compiler is hosted by Angela Andrews and Brent Simoneaux. Learn more about our show at redhat.com/en/compiler-podcast
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Can technology help fight climate change? We talk to leading policy makers, tech entrepreneurs and companies on the front line of using Tech for Climate Action. Produced by event.video & Motis (organiser of the Tech for Climate Action Event Series)
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Markets and sectors are transforming at a speed never seen before. Industries in Motion – a new serialized podcast from RBC Capital Markets – delivers highly differentiated insights and intelligence that looks at where now meets next, turning today’s faster-moving trends into tomorrow’s opportunities. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page
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In this podcast, we‘ll take a look at the people, technology, and culture behind one of the world‘s most powerful and important computing platforms, the Mainframe. Expect interviews, discussions, and interesting tidbits along the way, with your hosts, Frank and Jeff.
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Keep track of the ever-changing Cloud technology landscape with Umbrellar's podcast featuring the latest in tech news and views from partners across New Zealand. We uncover how our comprehensive partner network of resellers and affiliates are driving forward the NZ Cloud Economy, find out what's keeping them up at night, and the technology transformations that have them excited about building the tech for tomorrow's world.
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Decipher SciFi explores the how and why in science fiction with conversations about technology, humanity, and the future. This is not a review show, nor will you see much criticism or snark. It is a rationally optimistic look, through film, at where society and technology are and where they are headed. Also, butts.
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🌟 **Unlock the Power of the Cloud! 🚀** Join us for an exhilarating new season focused on mastering cloud computing and AWS security. This series will cover essential certification topics, provide expert insights, and offer hands-on practices to enhance your skills each week. Whether you are a novice or seeking to deepen your understanding, this program is tailored for you. Season 1 Episodes 1-14: CompTIA Security+ 601 Episodes 15-52: Certified Cloud Security Professional (CCSP) Season 2 Epis ...
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"Expedient: The Podcast" is your gateway to the inner workings of technology and innovation, presented with unparalleled clarity and expertise. Each episode is an invitation to join the luminaries of Expedient along with special guests from the forefront of the tech industry. We delve into the latest advancements in cloud computing, the evolution of data centers, cybersecurity trends, and groundbreaking developments in AI and machine learning. This podcast strips away the complexity of the t ...
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1
iOS, AI Chatbots & Songs, Datacenters, and Trump, Putin, Zelensky Meetings - 022
2:38:19
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In this episode we talked about: iOS 26 AI Chatbots are invading our lives We make an AI song Datacenters and their impact Trump Putin Summit in Alaska Trump Zelensky meeting in the Oval Office
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SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power
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In this episode of Yet Another Value Podcast, host Andrew Walker welcomes Jeremie from SemiAnalysis for a deep exploration into the surging demand for power infrastructure driven by AI. Jeremie breaks down the evolving trends in onsite gas turbines, the shift from diesel generators, and how data centers are racing to scale quickly. They dissect hyp…
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#62 Thirsty datacenters in the heart of Silicon Valley with Masheika Allgood
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A month ago, Google released its 2024 sustainability report. Its overall water consumption increased by 28% in a year. Less publicized than the data center energy boom, water is also pivotal for the Tech industry and data is even scarcer. To better understand this secret but serious love affair between big tech and water, what better location to in…
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SPOTLIGHT: Datacenter Networking Needs AIOps with HPE Juniper Networks
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Enterprise networking is too large and complex, we need AI Operations. This spotlight episode of the Tech Field Day podcast features Bob Friday and Ben Baker, both from Juniper Networks, with Jack Poller and Alastair Cooke. Modern enterprise networks reach far beyond the well-controlled walls of data centres and corporate buildings. The rate of cha…
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193. The Seven Deadly Sins of the Energy Transition
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Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best dead ends, at worst disasters waiting to happen. Greed — “Subsidy Mining in a Lab Coat” (Carbon Capture & Direct Air Capture) A capital-intensive detou…
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In this episode of Yet Another Value Podcast, host Andrew Walker steps away from traditional investing talk to offer a focused career guide for young professionals. Aimed at college students, MBA candidates, or early-career professionals seeking entry into public market investing, Andrew shares practical advice on everything from earning credibilit…
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SPOTLIGHT: Networks Need Agentic AI with HPE Juniper Networking
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Agentic AI is reshaping the IT landscape and networking is no exception. Building upon the previous research into machine learning means we have a head start on harnessing that power. In this episode of the Tech Field Day podcast, brought to you by HPE Juniper Networking, Tom Hollingsworth is joined by Keith Parsons and Sunalini Sankhavaram. They t…
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The typical process of deploying technology has been one of enterprises designing infrastructure around vendor capabilities. The Open Networking Users Group (ONUG) was founded to reverse that equation and define enterprise requirements for technology and work with vendors to achieve them. Co-founder Nick Lippis joins host Eric Hanselman to talk abo…
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Gerard delivered a keynote on Digitalisation, AI, Supply Chains and Electrification at the EcoVadis Global Summit. Gerard Reid argues that we are living through a new industrial revolution driven by digitalization, AI, and electrification, comparable in scale to the steam and automobile revolutions of the past. He highlights how China is rapidly ou…
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In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Jingshu from Guinea Value to discuss New Oriental Education (ticker: EDU), a Chinese education services firm. They explore the company’s dramatic fall in 2021 following regulatory crackdowns, its surprising rebound, and its resilience in the face of industry headwinds. Ji…
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Perfecting the Investing Craft with Caro-Kann’s Artem Fokin
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In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back recurring guest Artem Fokin for a wide-ranging discussion on perfecting the craft of investing. Skipping individual stock pitches, they explore long-term process improvements, the role of AI in research, and how expert calls have changed their approach. Artem and Andrew …
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In this August 2025 edition of Yet Another Value Podcast, host Andrew Walker returns with his signature monthly ramblings. Andrew unpacks the strange dynamics in today’s bifurcated market — where AI giants soar while traditional sectors flounder. He explores whether buybacks post-earnings miss signal strength or delusion, muses on “hot girl marketi…
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SPOTLIGHT: SASE Makes Convergence Simple with HPE Aruba Networking
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Converged networking is creating complexity with network operations and engineering teams. Ensuring that users are able to access resources and complete workflows means being up-to-date with the latest technology behind the scenes. You need a trusted partner to make it all happen with minimal issues. In this episode of the Tech Field Day Podcast, b…
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The annual “security summer camp” that is made up of the Black Hat and DefCon conferences is just past and the security analyst team, Scott Crawford, Dan Kennedy, Justin Lam and Mark Ehr, join host Eric Hanselman to examine what they saw and discuss the implications. Despite the heat of a Las Vegas summer, it’s become bigger than the two main confe…
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191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard)
1:19:39
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This is a re-release of the legendary interview by Michael Barnard of Pr Bent Flyvbjerg on our sister show ”Redefining Energy Tech” Professor Bent Flyvbjerg, an expert on megaprojects and author of How Big Things Get Done, shares insights from a database of over 16,000 projects, revealing that 99.5% fail to meet expectations in budget, timeline, or…
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What is it like to ship software in big tech? Sean gives us his experience from multiple companies and what he’s learned. It's probably not what you think. It doesn't matter if you're vibe coding features or bash-ing devops, we all need to remember why we were hired. Links: https://www.seangoedecke.com/how-to-ship/…
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Old West's Brian Laks dives into metals, mining, and uranium
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In this episode of the Yet Another Value Podcast, host Andrew Walker welcomes back Brian Laks of Old West Management for his third appearance on the show. Brian shares deep insights into uranium, copper, gold, and the broader metals market. They revisit Old West’s early uranium thesis and how it has evolved, assess copper’s growing strategic import…
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Malin Norberg on Energy, AI & Market Risk
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In this enlightening episode of the Leaders podcast, host Joe Cass engages with industry stalwarts Malin Norberg, Chief Investment Officer at NBIM, and Dan Yergin, Vice Chairman at S&P Global. Together, they explore the evolving landscape of global energy, the implications of geopolitical shifts, and the critical role of innovation in driving susta…
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TR38: H20, GPT-5, Ajinomoto Build-up Film
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For the second episode in a row, Dylan doesn't make it through an episode of Transistor Radio. In today's episode, we talk about the Nvidia H20 rev-share/tax/tariff, the GPT-5 galaxy brain, and ABF.
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70. Early Adoption of Generative AI Helps Control Costs with Signal65
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If you haven’t already, start working with Generative AI now and make sure to control your ongoing costs. This episode of the Tech Field Day podcast features Russ Fellows, Mitch Lewis, and Brian Martin, all from Signal65, and is hosted by Alastair Cooke. Generative AI is delivering value to businesses of all sizes, but significant evolution in mode…
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Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: – What AI Agent Swarm Coding is like – Bitcoin Treasury Companies – U.S. AI Action Plan – Power Generation, Nuclear Energy – Sovereign AI OrionX Editorial Team The OrionX edito…
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The FinTech market has seen considerable upheaval in activity and valuations. But spring may be coming to the funding winter that FinTech has seen and Jordan McKee and Sampath Sharma return to examine the green shoots with host Eric Hanselman. Data platforms, payment rails and insurance tech are seeing renewed interest, while riskier areas, like le…
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Hidden Gems' Chris Waller Judges Scientific Thesis
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In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Chris Waller, founder of Hidden Gems Investing, for his third appearance. Chris shares his deep research into Judges Scientific, a UK-listed serial acquirer of niche scientific instrument businesses. The discussion covers Judges’ disciplined acquisition strategy, histori…
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190. Solar and Flex – Solar Power Summit 2025
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This Spring, Laurent Segalen was invited by Solar Power Europe to moderate a panel, during the Solar Power Summit, around the theme ”Winning the Flex challenges”. The Speakers were: Andrea Wechsler, Member of the European Parliament, EPP, Germany Paula Rey Garcia, Acting HoU Renewables & Energy System Integration, DG ENER, European Commission Nick …
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While advertising is a fundamental part of business, the creator economy has become a fundamental part of advertising. Analyst Zach Ciampa joins host Eric Hanselman to explore the many facets of which it’s composed and look at the market impacts. Businesses are working to balance the mix of paid, earned and owned content that they’re putting to wor…
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Trent McConaghy: BCI and merging with superintelligent AI
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"If you can't beat 'em, join 'em." Humans will not be number 1 on Earth for much longer. Most AI safety discussions are about how to survive this transition, and this seems very hard. But what if there is an alternative? In this episode of Audio Tokens, Trent proposes BCI/acc, a movement to push BCI technology to let humans augment their own intell…
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189. Energy Disruptions - (Gerard on "Clean Titans")
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This is Summer time, so we publish some contents that we have created on other channels A few weeks ago, Gerard came on the ”Clean Titans” The YouTube channel “Clean Titans” focused on clean energy, is hosted by Sam Evans, known as The Clean Energy Guy. His content dives into clean energy topics with enthusiasm, aiming to educate and inspire viewer…
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#101 - Discussing VCF 9.0 and Private AI Foundation with NVIDIA enhancements with Frank Denneman!
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It was time to get Frank Denneman back on the show to discuss the enhancements introduced in VCF 9 and Private AI Foundation with NVIDIA. Frank goes over all new functionality and all the enhancements like Agent Builder etc. Frank also mentioned various must-attend sessions at Explore. Register now, as these will fill up fast: Chris Wolf, keynote a…
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Anek Capital's Orel Levy's Cellebrite Thesis $CLBT
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In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Orel Levy of Anek Capital to discuss Cellebrite (ticker: CLBT). The conversation explores Cellebrite’s digital forensics tools, from cracking phones to managing and analyzing data. Orel provides a comprehensive overview of Cellebrite's business model, competitive position…
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Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
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In this episode of Yet Another Value Podcast Book Club, host Andrew Walker is joined by Byrne Hobart of The Diff to explore Softwar, the 2003 biography of Oracle co-founder Larry Ellison. Together, they dissect the contradictions of Ellison's public and private personas, Oracle's aggressive sales culture, and the book's surprisingly prescient predi…
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68. Network Engineers are Facing an Identity Crisis
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Network engineers are the firefighters and knowledge bases of enterprise IT, however the role of a network engineer is rapidly evolving. With the rise of automation, orchestration, and AI, the familiar image of an engineer hunched over a command-line interface (CLI) is giving way, leading many to question the future of their profession. In this epi…
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Advertising is fundamental part of business and it’s one that has been buffeted by the impacts of technology in both the path to markets and the management of its delivery. Creating a brand reputation and influencing consumers is the core function and analyst Natalie Colakides and Ian Whittaker, managing director of Liberty Sky Advisors, join host …
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188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit
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On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. It was an emotional reunion—Jigar and Katherine were part of the original Energy Gang, the very show that inspired us to create our own. We had a rich, two-part conversation. The first part revisited …
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Kingdom Capital's David Bastian on United Natural Foods $UNFI
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In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back David Bastian of Kingdom Capital to analyze United Natural Foods Inc. (UNFI), a grocery distributor at the center of a complex turnaround story. They examine UNFI’s legacy issues, including its troubled SuperValu merger, the fallout from over-earning during COVID, and a …
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In this July 2025 episode of Yet Another Value Podcast, host Andrew Walker shares his latest market reflections. He opens with sharp takes on the speculative surge in crypto-linked equities and questions about hidden leverage. Andrew dissects the potential rise of a new SPAC bubble and lays out a hedge strategy using SPACs at trust value. He then t…
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67. Re-Imagining the Mainframe for the AI Era at SHARE
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As Tech Field Day heads to SHARE in Cleveland, we are considering the many ways the mainframe has been re-imagined and re-built for the AI era. This episode of the Tech Field Day podcast features Cynthia Overby of Rocket Software and SHARE, Derek Britton, and Jeffrey Powers discussing the modern mainframe with Stephen Foskett. Walk around the SHARE…
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Effective security management has never been simple and the expanded threat landscape enhanced by AI has only widened the gap between defenders and attackers. Scott Crawford and Greg Zwakman return to discuss the managed security services market with host Eric Hanselman. Security services have been an option for enterprises since the earliest days …
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Can you store enough energy to power a city?
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How do you design a battery system so you can store enough electricity to power a small city? Canadian company Hydrostor are already doing it. In this episode Ralph Cochrane interviews Jon Norman, President of Hyrdostor. Learn about the challenges and opportunities in the energy sector, the evolution of energy storage technology, and Hydrostor's pi…
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Daniel & Axel: Inside Project Vend at Anthropic
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Behind the scenes of Project Vend! In this special episode of Audio Tokens, we go deeper into Project Vend, the autonomous vending machine Andon Labs put in Anthropic's office. Daniel Freeman and Axel Backlund share unreleased anecdotes and ask questions like: Is this good for the world? What did we learn? What will the future AI economy look like?…
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187. Texas: Power Surge or Power Splurge? - Jul25
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Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the population. Prices are a factor 4 lower compared to 20 years ago. And 90% of additional load has been provided by Wind and Solar, despite the permanent …
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#100 - What is the Google Cloud VMware Engine all about? Featuring Sai Gopalan and Ken Bocchino
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Episode 100, YESSSS! Finally, we managed to get there. For this episode, I invited two Google Cloud VMware Engine (GCVE) product managers to explain what GCVE is all about. We had Dr. Wade Holmes on the show, 84 episodes ago, to introduce GCVE, so it was time to re-introduce GCVE and discuss the current solution, and the benefits it brings with for…
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ePlus Security + F5 API Security Podcast Series - Episode 2
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In this episode, ePlus’ David Tumlin and F5’s Chuck Herrin discuss how securing modern applications isn’t just about tools—it’s about people. Hear how ePlus and F5 are helping organizations break down silos and build secure, scalable systems—together.By David Tumlin, ePlus and Chuck Herrin, F5
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Cooling Infrastructure with Ellie Ford
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https://fafo.fm/store This Episode has a full spread of FAFOFM topics. Ellie has a breadth of knowledge across cloud, on-prem, hardware, and—of course—Kubernetes. We dive into some of the new hardware available as well as the importance of hardware to train the next generation of engineers. A full cycle of interests we think you'll love. 🧡 Links ht…
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