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
Latest episodes
-
25 min
Storage and Security Pivots
An enterprise's storage environments hold much more than the raw data placed in them. An understanding of the nature of the data, how it's accessed and where it's accessed from is…
-
30 min
Data Center Energy
There are a complex set of dynamics at work around data centers and the power needed to drive them. The 451 Research team has been at a pair of events, the AWS Energy Symposium and…
-
23 min
AI Infrastructure - Boom and Backlash
Data center builds are facing challenges, not only from energy supply and supply chains, but also from increasing community pushback. Analysts Tony Lenoir and Matthew Richesin join…
-
19 min
Datacenter and Energy Conferece
The data center business has undergone rapid transformation in technology and financing. The demands for capacity are generating huge capital spending and research director Kelly M…
-
27 min
Resilient Digital Infrastructure
We should have always been building resilient infrastructure, but we often haven't been. Now that we're ever more dependent on our digital foundations, new focus is being given to…
-
32 min
AI Capital Spending Impacts
The headlines around the levels of capital spending on AI have talked about financial market reactions and the impacts on balance sheets, but there are other effects this spending…
-
22 min
Sustainable Energy and Data Center Demand
We've talked extensively about the demand side of data centers and AI and it's important to consider what's taking place in sustainably addressing it. Analyst Tony Lenior returns t…
-
25 min
Black Hat and DEF CON Security Conferences
Labeled Security Summer Camp by some, the Black Hat and DEF CON security conferences have been the premier events for security researchers and practitioners. Analysts Dan Kennedy a…
-
27 min
Quantum at IBM
Quantum computing might be seen by some as a distant future, but quantum computers are doing useful work today and having impacts on a range of areas in technology. Analyst Ellie B…
-
24 min
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…
-
25 min
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…
-
26 min
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 entru…
-
31 min
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 cent…
-
28 min
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 com…
-
23 min
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…
-
25 min
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 jo…
-
30 min
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 Atel…
-
24 min
Agentic Approaches to Capital Markets
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 market…
-
24 min
AI Networking
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 th…
-
21 min
Agentic revolution at Dell Technology World
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 Rese…