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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
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The annual RSA Conference on information security is coming up and it arrives during a very active security market. Analysts Garrett Bekker, Dan Kennedy and research director Scott Crawford return to the podcast to discuss what they expect to see in San Franscisco with host Eric Hanselman. The largest transaction ever in the information security wo…
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Cloud native patterns and open source developments were on display at the KubeCon + CloudNativeCon Europe conference. The biannual gathering was showing how the container ecosystem continues to mature and analysts Jean Atelsek and William Fellows join host Eric Hanselman to explore their insights. The Cloud Native Computing Foundation (CNCF), part …
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The many impacts of AI extend across business and consumer interests and issues around privacy are some of the broadest. Analyst Paige Bartley returns to the podcast to discuss the results of two recent studies on enterprise and consumer perspectives on AI and privacy with host Eric Hanselman. Enterprise privacy concerns are shifting from regulator…
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It’s come a long way from its game developer roots and the NVIDIA GPU Technology Conference (GTC) 2025 edition was so well attended, it was straining the capacity of the San Jose Convention Center, its long-term home. John Abbott returns to discuss what debuted and the implications with host Eric Hanselman. NVIDIA has taken a starring role in AI an…
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The M&A markets are in a tough situation. Transactions are harder to get done and exits just not happening. To sort out where this is all going, Scott Denne and Brenon Daly return to the podcast with host Eric Hanselman. Investors across technology have portfolios that are getting long in the tooth. They need exits to return value to their funds, b…
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The arrival of Low Earth Orbit (LEO) satellite capabilities is changing broadband market dynamics as it increases capacity and improves performance. Mau Rodriguez joins host Eric Hanselman to discuss where displacement is taking place and the potential for new market entrants. The Geosynchronous satellite services that had been the backbone of remo…
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The demand for power driven by datacenter expansion is a global challenge and European markets are responding with some interesting aspects. With there has been a strong renewable component to energy supply, the complexity of the energy grid has meant that unified approaches were elusive. At the same time energy markets have faced three crises – de…
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So much of the world around us is sensing and controlling with data, but it’s not often coordinated. Smart spaces technologies put that data to work and integrate capabilities and Zoë Roth returns to the podcast to dig into the potential of these systems with host Eric Hanselman. Smart spaces have grown out of the sensing roots in technologies like…
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Mobile World Congress, the annual gathering of telecom industry players, has expanded to embrace a broad range of technology and this year’s event will bring together a broad range of vendors, telecom operators and industry leaders. The theme of convergence has seen real world impacts and Raul Castañon, Mohammed Hamza and Lynnette Luna return to di…
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Of the many companies that are part of the AI wave, NVIDIA has been at the core of AI infrastructure and a darling of the markets. Their performance in the market is driven in part by consistency in their performance and Melissa Otto, head of TMT Research for Visible Alpha, part of S&P Global Market Intelligence, joins host Eric Hanselman to look a…
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The next phase of the AI wave is the arrival of agentic AI – where agents can take action on a user’s behalf. That’s enough of a big deal, but when the head of a tech giant says agentic is going to replace most SaaS applications, something different might be afoot. Analysts Sheryl Kingstone and Chris Marsh return to the podcast to look at the reali…
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Ethical concerns about the use of AI have to start with training data. Too often, the primary concern is simply generating sufficient data, rather than understanding its nature. Emily Jasper and Abby Simmons are back to continue the conversation started in episode 198 with host Eric Hanselman. With generative AI, the data is the application in its …
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NRF conference shows AI challenges and rewards
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The National Retail Federation conference (NRF) launches just as retailers are cleaning up from the holiday shopping season. This year there was a focus on how technology can empower employees while reducing customer friction. Sheryl Kingstone, Rich Karpinski and Jordan McKee return to the podcast to share their insights on the conference with host…
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The annual technology fest that kicks off of the year, the CES conference (formerly known as the Consumer Electronics Show), showcased the latest consumer technology, from smart glasses to smart homes. Neil Barbour and Stefan Modrich join host Eric Hanselman to explore what made an impact and what’s happened to technology debuts from previous years…
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Sports media are in the middle of a significant transition, as streaming media companies compete with traditional linear broadcasters. The Netflix deal for the U.S. rights to the Women’s World Cup is only the latest and Richard Berndes returns to look at how the shift is shaking out with host Eric Hanselman. Women’s sports have seen a dramatic rise…
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As the old Danish proverb goes, it is difficult to make predictions, especially about the future, but we’re going to kick off the New Year with an exploration of where technology is headed a little further out in the future. While there have been headline-grabbing projections about AI and other buzzy topics, there are underlying connections across …
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Mysterious lights are seen in the sky above New Jersey, throwing many into a panic. Is this the current concern about drones or the War of the Worlds radio broadcast 86 years ago? There are interesting similarities and analyst Johan Vermij returns to the podcast to kick off the New Year discussing aliens, drones and the more recent furor in the Gar…
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In the rush to deliver data to AI projects, it’s all to easy for teams to pull data that’s most easily accessible, without given consideration to its nature and scope. Emily Jasper and Abby Simmons return to discuss ethical concerns about the data that feeds AI projects with host Eric Hanselman. AI implementations place a much greater burden on dat…
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Enterprises are wrestling with delivering data to fuel their AI efforts, hitting roadblocks around data security and privacy concerns and sifting through use cases and models to put it to work. Too many are making high-stake gambles feeding vast quantities of data into massive models. Jesse Robbins, one of the founders of Chef, a progenitor of the …
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Much of business success depends on successfully managing risk, but that includes not only those aspects under direct control, but also the risks in relationships with third parties. It’s a task that can be daunting for any business and Luke Nordlie joins host Eric Hanselman to discuss the challenges and technology-based approaches to risk assessme…
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The excitement swirling around AI often obscures the infrastructure that makes it possible. Since long before AI was at the forefront of technology discussions, datacenters have been powering technology and Jonathan Schroth returns to discuss datacenter markets and the complex forces that impact them with host Eric Hanselman. Datacenter demand is d…
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The annual Big Picture Reports are out and they span the breadth and depth of our research areas, including capital markets, commodities, commercial real estate, emerging technology, M&A and supply chain. Analysts Melissa Incera and Iuri Struta join host Eric Hanselman to talk about what they reveal and the strong interconnections across them all. …
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Fresh from the 12th annual Money 20/20 US conference, Jordan McKee and McKayla Wooldridge return to the podcast to discuss all things FinTech with host Eric Hanselman. While the theme of the conference, “human in the machine”, focused on AI, there was less drama, as exhibitors and attendees grappled with a changing investment landscape and regulato…
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There is continuing positive sentiment among technology buyers, a trend that’s continued for a fourth quarter. Sheryl Kingstone and Liam Eagle return to discuss the latest Tech Demand Indicator (TDI) study results with host Eric Hanselman. The numbers have shown strong correlation with aggregate revenue changes for companies in the S&P 500 Informat…
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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…
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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…
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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 …
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Challenges in Critical Infrastructure Security
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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…
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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…
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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…
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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…
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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. …
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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…
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Corporate Language Analysis in Pride Month
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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…
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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…
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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…
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Bonus Episode: RSA Conference Special Report
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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 …
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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…
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