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#282
Tuesday · 24 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 and Justin Lam returned from the heat of Las Vegas to discuss their take on what went down in the desert with host Eric Hanselman. More than 23,000 attendees were reported to be part of the sprawling Black Hat start to the week and DEF CON has grown to be its equal in size. There was more discussion about the realities of what AI can do for and against security operations. The implications around Mythos have raised fears of a cascade of vulnerability disclosures that will overwhelm our ability to remediate them, but a growing risk comes from AI tooling being able to create more complex environments and processes to make complex vulnerabilities more easily exploitable. On the security defense side, AI's ability to interpret complex interactions and relationships is showing potential to reduce the risk of rolling out new controls by understanding what policies could break. It's an area where there have historically been delays in improving protections where concerns that new controls might break existing applications or access held security teams back. One of the greatest benefits of the conferences, though, may be the ability of security professionals to gather together and have the informal interactions that are needed to support each other in the complex world that information security has become. More S&P Global Content: Next in Tech | Ep. 267: Mythos and Security Generative AI Digest: OpenClaw and Moltbook make a splash Generative AI funding: A sober retrospective and the trends shaping 2026 RSAC Conference 2026: Confronting both the promise and threat of agentic AI For S&P Global subscribers: Information security budgets rise, but must address cloud security, AI governance – Highlights from VotE: Information Security AI's impact in security and its application are not always aligned – Highlights from VotE: Information Security Fulcrum accountability, aligning personas and progress in data security Host/Author: Eric Hanselman Guests: Dan Kennedy and Justin Lam Producer/Editor: Dylan Scheible
#281
August 18 · 26 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 Brown and host Eric Hanselman were at IBM's Quantum Day and explore not only what they saw there, but also the broader implications that advances in quantum technology are having. Behind all of the shiny stainless steel cabinets are the exotic superconducting "chandeliers" that have become the face of quantum computing and also racks of classical computing systems that are translating computational results and managing operations and interconnection. While the quantum systems are advancing rapidly, the pipeline of skilled talent that can put it to work is still under development. The ecosystem of coding tools, simulators and algorithms is moving forward, but it has to be able to scale. Quantum impacts on information security and trust are just beginning to be understood in the wider technology community. With the risk of quantum computing breaking some types of encryption looming around the end of the decade, organizations of all sizes should be scrambling to assess their risks and starting to implement quantum safe protections. 451 Research data shows that enterprises are starting on the journey, but they need to be much further ahead to meet timelines that keep getting closer with each new quantum advancement. More S&P Global Content: Quantum Quarterly — Q2 2026: Momentum meets innovation Disrupting the future: Quantum in data centers? Next in Tech | Ep. 276: Quantum CEO Series: Andy Ory Next in Tech | Ep. 248:SC25 Supercomputing conference For S&P Global subscribers: Quantum Computing Market Monitor & Forecast Quantum road maps signal steady gains and a shift from promise to performance Quantum's advances come with major cybersecurity implications Host/Author: Eric Hanselman Guest: Ellie Brown Producer/Editor: Dylan Scheible
#280
August 14 · 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 work has had wide ranging impacts, including market impacts on the supply of the venerable Mac Mini computer. That intensity and the need to manage the shockwaves agents are creating are what analysts Jean Atelsek and Marissa Incera joined host Eric Hanselman to discuss. There are now a proliferation of agents and they are creating demands on enterprise infrastructure that are outstripping those of initial AI adoption. The quandary enterprises are wrestling with is how to harness agentic power without limiting the innovations they can provide and still bounding the activities they can undertake. Effective agent use requires more than just an agent framework running on a single system. There has to be mediated access to data, management of context and memory in the agentic flow and security around agent action. The headlines are already filled with stories of the havoc that can be wreaked by misguided attempts. It requires a lot of diligence to get this right. More S&P Global Content: Generative AI Digest: OpenClaw and Moltbook make a splash Generative AI funding: A sober retrospective and the trends shaping 2026 Next in Tech | Ep. 273: FinOps and AI Hyperscaler earnings quarterly: What price inference? For S&P Global Subscribers: Optimizing agentic AI systems Pricing the agentic enterprise: Megawatts, outcomes and intelligence in industrial environments Infrastructure and data challenges persist, agentic ones await – Highlights from VotE: AI & Machine Learning Host/Author: Eric Hanselman Guests: Jean Atelsek and Melissa Incera Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr
#279
August 4 · 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, as well as narrower, vendor-specific knowledge and skills. But what happens as IT leaders move up to more senior roles? Steve Clarke, cofounder and director of Freeman Clarke joins host Eric Hanselman to talk about the challenges that senior IT professionals have in establishing their bona fides as technical business people. The role of a CIO, CTO, CISO or CDO requires technical depth, but the more important part is the ability to integrate that knowledge with business operations. It's not an easy transition to undertake and even more complicated to identify. Discussions that are taking place in the 451 Research 451 Alliance community brought up the idea of a business level certification process and how it would have to characterize that unique knowledge set. The Standard is an approach that Steve and his colleagues began to address this issue. The 451 Alliance membership is free and open to all qualified IT professionals and business leaders who want to contribute to industry-leading research. Members take anonymous online surveys in exchange for access to research results that power their IT strategy. More S&P Global Content: Join the 451 Alliance The Standard Certification The Problem with the Status Quo For S&P Global Subscribers: US tech spending intent dips in Q2, but projects to grow in Q3 – Tech Demand Indicator Highlights from Q2 2026 Beyond connectivity: A CIO's road map from network APIs to business impact Enterprises cautiously optimistic for AI amid data management challenges Host/Author: Eric Hanselman Guest: Steve Clarke, cofounder and director of Freeman Clarke and Tech Leaders Connect Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr
#278
July 28 · 25 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 entrusted. Mike Fratto joins host Eric Hanselman to talk about his recent research into the ways in which observability can provide greater context to AI systems and administrative teams. Data is the raw material from which AI value is created and a lack of solid operational data will mean that management systems won't have a complete perspective. Observability platforms have been expanding to collect and correlate a broader range of data and they can be particularly useful, if they're integrated well. Observability data can also assist in building confidence in automation and support automation efforts by creating scripts and validating control decisions. It can be a huge help to staff to digest and make sense of existing run books and processes and guide decisions in the event of failures. When novel incidents occur, being able to rule out certain areas can be just as powerful as finding the root cause. No, the network isn't always the cause of the outage… More S&P Global Content: Next in Tech | Ep. 271: AI Networking Next in Tech | Ep. 247: Security and Observability For S&P Global subscribers: Updating processes and building trust are key to full operational autonomy – Highlights from VotE: DevOps Observability Market Monitor & Forecast Agent orchestration and observability go hand in hand: The case for governance in motion Host/Author: Eric Hanselman Guest: Mike Fratto Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr
#277
July 20 · 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 centers in orbit. Analysts Ellie Brown and Johan Vermij join host Eric Hanselman to look at the practical aspects of this push into a new frontier as a preview to their upcoming webinar. The cost of access to space has been dropping significantly, but there are many considerations that impact the viability of some of these plans. LEO satellite lifetimes are shorter than geosynchronous ones and the sustainability impacts of the launch volumes necessary to maintain multiple, massive constellations are daunting. Space is an attractive vantage point for observation with imaging to support geopolitical needs and ecological ends, like methane emissions tracking. Synthetic Aperture Radar (SAR) is piercing cloud and vegetation layers to reveal landscape details. Space-based data centers are seeing a lot of interest, but popular misconceptions about cooling capabilities may be adding more encouragement than is warranted. While space is "cold", radiating heat is more complicated in its vacuum. The International Space Station, with a massive radiation system, rejects only 70 KW of heat, less than a few racks of equipment and much less than a typical GPU cluster. And the need to service equipment on orbit hasn't been meaningfully addressed. Smaller satellites with distributed processing could pre-process data before it's sent to earth, but that will require greater levels of coordination to manage the massive scale on which this would have to operate. More S&P Global Content: Join the webinar: Orbit as the Next Data Frontier: Capital Flows, Risk, and Realities For S&P Global Subscribers: NVIDIA gives 'space cred' to orbital data center race with Vera Rubin Space module announcement STMicroelectronics eyes $3 billion in annual space revenue as demand for LEO satellites surges As the space sector enters the infrastructure era, M&A could become a force to be reckoned with Host/Author: Eric Hanselman Guests: Ellie Brown and Johan Vermij Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr
#276
July 14 · 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 computers. Quantum analyst Ellie Brown returns to the podcast to join Andy Ory, the CEO of QuEra, to discuss their approach, the benefits of practical fault tolerant qubits and the advantages of quantum hubs that may have a dearth of beer with host Eric Hanselman. Neutral atom systems don't require the ultra-low operating temperatures used for superconduction. They stabilize the atoms they're using with lasers that still their motion. That free space setting allows simpler interaction between larger numbers of qubits that improves scaling of quantum computations. Stability reduces error rates and can improve the effectiveness of quantum error correction. Quantum computing has become a very buzzy topic, with IPO's and major funding announcements. There is growth of the supporting ecosystems around quantum application development, with software tools and cloud-based services offerings that are expanding access. The greatest challenge is the supply of a quantum workforce that can put quantum capabilities to work. Systems doing optimization approaches, like quantum annealing, are here today. The date for the availability of general purpose, practical quantum computers keeps getting closer. Some have said 2030 might be a target date and QuEra is talking about delivering their next-generation system in 2028. It's time to be getting quantum-literate today! More S&P Global Content: Long-term advantage is triggering a quantum wave, but cost and immaturity remain barriers Cybersecurity, talent needs and ongoing adoption were key themes at Quantum.Tech USA 2025 Access to quantum hardware remains cloudy, but more options are starting to appear For S&P Global subscribers: Quantum road maps signal steady gains and a shift from promise to performance Long-term advantage is triggering a quantum wave, but cost and immaturity remain barriers – Highlights from VotE: Digital Pulse Quantum Computing Market Monitor & Forecast AI, quantum and high-performance computing join forces at SC25 Host/Author: Eric Hanselman Guests: Andy Ory and Ellie Brown Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr
#275
July 7 · 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 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 when it may not be needed. That doesn't mesh well with a power grid that is already under stress. AI intelligence can shift workloads dynamically to reduce data center demands when the power grid needs it and to leverage excess grid capacity when it's available. Flexing AI workloads to respond to grid conditions isn't simple, but it can be more attractive than alternatives. Adding generation capacity is a long-term and expensive process and community concerns about rate increases are creating headwinds for new data center builds. Adding Battery Energy Storage Systems (BESS) are costly and have their own capacity and durability limitations. Flexing workload demand could address grid integration problems on a much shorter timeline. More S&P Gobal content: 2026 Trends in Data Center Services & Infrastructure Geopolitics of data centers: An AI showdown that will reshape the world AI's global resource race: Challenges and opportunities Hyperscaler earnings quarterly: What price inference? For S&P Global subscribers: Data Center Services & Infrastructure Market Monitor & Forecast: US ISO Region BYOP emerges as a strategic decision for data center operators in response to grid challenges US Independent System Operators 101 Service providers race to meet surging enterprise demand for AI infrastructure Survey Data Hub – VoCUL: Connected Customer, AI & Data Centers 2026 Host/Author: Eric Hanselman Guest: Varun Sivaram Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun and Sophie Carr
#274
July 1 · 24 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 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 comprise the APAC region unique. One treats the market as a cohesive whole at one's peril! Geopolitical concerns have a significant impact on both demand forces and capacity uptake. Access to GPU's to feed AI applications takes on new dimensions in a market where technology embargoes are moving workloads. Neoclouds are a new market provider and driving new builds, as well. The boom days of speculative building have tapered off, in many cases, due to the availability of power, but that doesn't mean activity is slowing. Activity is shifting to find available capacity, but a common challenge in some of these early markets is the lack of transparency on both power deals and the build and financing processes. Check out the research to get more details. More S&P Global Content: Compute sovereignty: The strategic importance of digital infrastructure AI in action: unleashing agentic potential Hyperscaler earnings quarterly: What price inference? Will datacenter growth in India propel it to global hub status? For S&P Global subscribers: Beyond disaster recovery: Greater Osaka's rise as a stand-alone data center hub APAC data center growth on course in 2026, driven by hyperscaler, regional neocloud demand Rising community opposition impacts site selection, cancellations and delays increase Singapore kicks off tender process, promising at least 200 MW for data centers 2026 Trends in Data Center Services & Infrastructure Host/Author: Eric Hanselman Guests: Soon Chen Kang, Stefanie Williams Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun, Sophie Carr, Kyra Smith,
#273
June 23 · 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 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 of the Linux Foundation, is talking about morphing its conference into Tokenomicon and pivot into token economics. The portmanteau of tokenomics is sweeping across cloud and AI services providers, as well as IT vendors, as enterprises wrestle with dueling forces of AI acceleration and management constraints for access and cost. Unlike FinOps for cloud operations, the costs and metrics for AI are fairly opaque. Some enterprises are trying to manage costs by limiting access, but that risks stifling the innovation and democratization that is supposed to come with AI transformation. Request routing is promising, but it requires understanding the nature of the request and the suitability of available infrastructure to fulfill it, something that is not well understood by many. Most are just getting comfortable with managing model lifecycles and the step up to cost management can be a large one. More S&P Global Content: Compute sovereignty: The strategic importance of digital infrastructure Next in Tech | Ep. 222: FinOps – Managing Cloud and AI Costs AI in action: unleashing agentic potential Hyperscaler earnings quarterly: What price inference? For S&P Global subscribers: FinOps in the age of agentic AI FinOps Foundation expands FinOps discipline beyond cloud to technology value management Service providers race to meet surging enterprise demand for AI infrastructure FinOps Market Monitor & Forecast Host/Author: Eric Hanselman Guests: Jean Atelsek, Melanie Posey Producer/Editor: Dylan Scheible Published With Assistance From: Feranmi Adeoshun, Sophie Carr, Kyra Smith,
#272
June 16 · 23 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 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 achieved and the important aspects of successful implementations. One of the useful things in capital markets, is that there are open standards on which to base data ontologies. It's not exciting, but it's the basis of a semantic foundation that can not only ensure that there is depth in data definitions, but can also reduce errors generated by agents. The larger question that looms beyond the construction of foundational architecture, is how the operational envelope that bounds agentic action will be established. This has to be built from policy definitions that take those actions into account. There is great promise and much work that needs to be done. More S&P Global Content: AI-enable Corporate Actions AI-driven Portfolio Monitoring with iLEVEL AI-automated SSI Equity Bookbuilding AI Assist Market Intelligence AI Hub For S&P Global subscribers: FinOps in the age of agentic AI AI Infrastructure Market Monitor & Forecast Service providers race to meet surging enterprise demand for AI infrastructure In 2026, the telecom network becomes code Credits: Host/Author: Eric Hanselman Guest: Krishna Vinjamuri Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible
#271
June 9 · 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 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 dramatically increased the scope and scale of the need. The risk that any gap in performance or capacity presents is that precious GPU resources will be idled, an increasingly expensive proposition. The realities of AI application architectures is that infrastructure is ever more hybrid, requiring access to repositories of data both on-premises and in various clouds and models scattered across various providers. The need for dynamic connectivity is driven by the rapid evolution of preferences for new models and the diversifying needs of agents to reach new data sources. It's not only forcing network expansion, but it's also driving M&A activity as network providers look to enhance automation in response to customer demands. More S&P Global Content: Compute sovereignty: The strategic importance of digital infrastructure AI won't solve its own energy problem – and that might be fine AI in action: unleashing agentic potential AI infrastructure results in 2025 top expectations, forecast upgraded For S&P Global subscribers: MWC 2026: Agentic AI as the next operating model for networks and network operations AI Infrastructure Market Monitor & Forecast Service providers race to meet surging enterprise demand for AI infrastructure In 2026, the telecom network becomes code Credits: Host/Author: Eric Hanselman Guest: Mike Fratto Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible
#270
June 2 · 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 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 conference, agentic advancement and the technology market. Dell has positioned itself as a purveyor of not only the compute infrastructure needed to build the foundation for AI, but also as the custodian of AI's most critical raw material – data. The rapid evolution of agentic applications has created a need for new capabilities that is being complicated by both technology infrastructure demands and geopolitical events. Supply chains are being challenged by increasing demand for storage at a time when silicon pipelines were already under tremendous pressure. All of this is happening as the costs of AI are starting to have a material impact on businesses. Tokenomics, the impact of the cost of producing AI tokens, has taken center stage. More S&P Global Content: Compute sovereignty: The strategic importance of digital infrastructure AI won't solve its own energy problem – and that might be fine AI in action: unleashing agentic potential AI infrastructure results in 2025 top expectations, forecast upgraded For S&P Global subscribers: Dell Technologies' unified private cloud strategy: IT environments reimagined AI Infrastructure Market Monitor & Forecast Quantum Computing Market Monitor & Forecast Service providers race to meet surging enterprise demand for AI infrastructure Credits: Host/Author: Eric Hanselman Guest: Brian Partridge, William Fellows, Henry Baltazar, Gregg Macatee Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible
#269
May 28 · 26 min
Smart Buildings and AI
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 opportunities lie ahead. Some of the advances from data center information management (DCIM) systems are being applied to smart buildings. A typical building has multiple control capabilities for HVAC, lighting, and mechanical that often aren't interconnected and smart building systems can unify visibility and operations. The integration of AI in smart buildings has to balance a number of different aspects of both the human in the loop for control and the scale that the introduction of cloud-based management offers. Fully autonomous operations may be some time off, but vendors are working to build trust and capability. Cloud-based systems can provide a consolidated view of a portfolio of buildings and improve maintenance operations, but face reluctance in some sectors where on-premises preferences prevail. AI is advancing rapidly and will accelerate further as it matures. More S&P Global Content: 451 Digital Industries Insider Next in Tech | Ep. 208: Smart Spaces For S&P Global subscribers: 2026 Trends in IoT, Edge & Digital Industries Smart buildings 2025: Market trends, vertical strategies and vendor positioning Redefining OT security and ensuring operational continuity in the age of hybrid, AI-driven OT Credits: Host/Author: Eric Hanselman Guest: Zöe Roth Producer/Editor: Feranmi Adeoshun with Barb Dalumpines Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible
#268
May 19 · 27 min
Autonomy
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 should be in consideration. Risk is, of course, much greater in physical systems and AI requires more complex guardrails to manage it. But the greater challenge is in building trust. AI's ability to handle scope and scale can be tremendously valuable in control systems and the ready availability of telemetry and operational data give implementations a solid base to work from. The journey to autonomy is one that has to be built on proven successes. As with any new employee, agents will need to build trust. More S&P Global Content: The CERAWeek conference Next in Tech | Ep. 259: The RSAC Conference – Agents on The Loose AI in action: unleashing agentic potential 2026 Trends in Information Security For S&P Global subscribers: Redefining OT security and ensuring operational continuity in the age of hybrid, AI-driven OT Tech Trend in Focus: Digital twins in the oil and gas industry 2026 Trends in IoT, Edge & Digital Industries Key learnings from the CERAWeek Chief AI Officer Leadership Circle Credits: Host/Author: Eric Hanselman Guest: Cody Falcon, Global Digital Portfolio & Technology Leader, Energy Industries, ABB Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible
#267
May 12 · 27 min
Mythos and Security
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 overwhelm traditional remediation and patching practices. Is this a reason to hold back the release of new AI models? If nothing else, these developments should serve as a wakeup call for enterprises to revamp the way in which they approach both their software supply chains and operational procedures. Increased speed and scale are necessary, but it's also critical to secure the source of patches and updates to counter attacker efforts to compromise them. Attackers have always been good at taking well intentioned improvements and weaponizing them. More S&P Global Content: Next in Tech | Ep. 259: The RSAC Conference – Agents on The Loose AI in action: unleashing agentic potential 2026 Trends in Information Security For S&P Global subscribers: RSAC Conference 2026: Record turnout confronts both the promise and threat of agentic AI Information security budgets rise, but must address cloud security, AI governance – Highlights from… AI's impact in security and its application are not always aligned – Highlights from VotE: Informat… Credits: Host/Author: Eric Hanselman Guests: Scott Crawford, Dan Kennedy Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible
#266
May 5 · 26 min
Managing data center risk
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 Digital Backbone: Navigating Risk and Growth in Data Center Insurance" webinar digs into the complex risk equations that insurers have to navigate. Data center projects have escalated in scale and cost and this creates concerns not only about financing, but also the entangled supply chain and energy grid connectivity pathways. When data center power demands are approaching the gigawatt level, simply providing reliable power becomes much more challenging. At the same time, the risks for data centers are becoming more complicated. The shift to liquid cooling can deliver much more efficient operation, when compared with air cooling, but it has a downside. When racks of GPU's can dissipate almost a megawatt of energy, even short interruptions of cooling supply can cause catastrophic damage. And the GPU's being damaged are tremendously valuable and in short supply. Business continuity insurance has to account for these much greater loss potentials, as well as looking at location risks from environmental hazards. Geopolitical concerns are now a key part of balancing risk, as well. Check out the webinar for a deeper dive with more details. More S&P Global Content: Join the Navigating Risk and Growth webinar here Nearly two-thirds of planned US BESS projects eligible for 40% tax credits Next in Tech | Ep. 245: The Big Picture Reports For S&P Global subscribers: 2026 Trends in Data Center Services & Infrastructure S&P Global Data Center & Energy Innovation Summit: Lending and investing Revamped US energy strategy — meeting AI-driven data center demand amid shifting geopolitics Credits: Host/Author: Eric Hanselman Guests: Tony Lenoir, Kelly Morgan Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
#265
April 28 · 13 min
Digital Sovereignty
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 initiatives offer. We've seen study results that show that enterprises see sovereignty as a path to better workload and data portability. To make this work effectively, they need to consider the full technology stack that supports their digital environments. Understanding the controls available to manage sovereignty goals is an important first step, but it's just as important to look at how applications and data can be pulled out of any environment, if the need arises. Understanding the effort to exit can highlight dependencies that could hinder a path to improved sovereignty. Focusing exclusively on sovereignty can also miss another important benefit – improvements in business resilience. By starting with resilience, organizations can link together security and sovereignty with operational concerns. The result can be more efficient and effective technology operations that go beyond fulfilling simple regulatory requirements and help to build stronger businesses. More S&P Global Content: Next in Tech | Ep. 261: Mobile World Congress Review Next in Tech | Ep. 249: AWS re:Invent Conference Are we the data? Data ownership and control dynamics in the GenAI age For S&P Global subscribers: Data governance and privacy practices poised to support enterprise AI Survey Data Hub – Voice of the Enterprise: Data & Analytics, Data Governance & Privacy 2026 Generative AI Market Monitor & Forecast Credits: Host/Author: Eric Hanselman Guest: Andreas Prins Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
#264
April 21 · 21 min
Quantum CEO Series: Amir Naveh
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 development environment and much has changed. Developers can move from simple quantum circuits designs to much more high-level representations of quantum logic, while targeting a broad set of quantum computers on which the can run. Much as classical computing tools advanced to more effective and efficient compilers and tool chains, quantum development tooling is tackling more complex problems and raising the level of abstraction at which developers can operate. The improvements in development tools are expanding the audience for quantum computing and reinforcing the imperative that enterprises large and small should be working to understand how they can put quantum computing to work. Quantum is not a technology for a distant future, it's a reality that can have impacts in many applications today. More S&P Global Content: Next in Tech | Ep. 262: Quantum CEO Series: Alan Baratz Next in Tech | Ep. 248:SC25 Supercomputing conference Quantum computing and the future of data privacy For S&P Global subscribers: Quantum Computing Market Monitor & Forecast AI, quantum and high-performance computing join forces at SC25 Access to quantum hardware remains cloudy, but more options are starting to appear Welcome to the International Year of Quantum Science and Technology Credits: Host/Author: Eric Hanselman Guest: Amir Naveh Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith
#263
April 15 · 24 min
Quantum CEO Series: Dr. Theau Peronnin
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 terms of qubit counts. At the same time, there are efforts to define logical qubits, as a more functional measure, further clouding the term. It's far better to look at the work that they can do and what the constraints are in their operation. The current generation of quantum computers work with environments that are computationally noisy, creating error rates that are more than eighteen orders of magnitude greater than classical computers. That puts a focus not only on managing error rates, but also on establishing meaningful benchmarks around quantum performance. There are also efforts to expand the working life of a qubit, the coherence time, and the speed of computation. Differing approaches to quantum computing trade off stability and durability of the quantum state needed to perform a computation. Quantum capabilities are expanding more rapidly than many had predicted and organizations need to develop a better understanding of where and when quantum computing can fit in their business plans. More S&P Global Content: Next in Tech | Ep. 262: Quantum CEO Series: Alan Baratz Next in Tech | Ep. 248:SC25 Supercomputing conference Quantum computing and the future of data privacy For S&P Global subscribers: Quantum Computing Market Monitor & Forecast AI, quantum and high-performance computing join forces at SC25 Access to quantum hardware remains cloudy, but more options are starting to appear Welcome to the International Year of Quantum Science and Technology Credits: Host/Author: Eric Hanselman Guest: Dr. Theau Peronnin Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith

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