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Next in Tech

S&P Global Market Intelligence
Next in Tech
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  • Next in Tech

    Sustainable Energy and Data Center Demand

    01-09-2026 | 21 Min.
    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 to the podcast to discuss his recent research with host Eric Hanselman. Booming demand has raised concerns that hyperscalers and data center operators would abandon sustainability goals, but, while some timelines have been pushed back, they continue to be some of the largest buyers of renewable Power Purchase Agreements (PPA) and are driving carbon-free energy pursuits. That's despite three major energy shocks in the last six years. Battery energy storage systems (BESS) are seeing wider deployment and rapid technology advances and are a means to addressing wind and solar's intermittency. 
    Water is another key resource associated with the data center operation and an area where progress is being made. It's part of a more complex set of interconnections, though as direct water consumption is typically what's measured, but secondary water consumption can be just as significant. Nuclear power is cabron-free, but consumes large quantities of water for cooling. Hydropower has even more complicated impacts on water use, despite its fundamentally sustainable nature. Sustainability concerns are critical to understand and very challenging to fully resolve.
     
    More S&P Global Content:
    Renewable energy curtailment offers a surplus opportunity for Texas data centers
    Next in Tech | Ep. 266: Managing data center risk
    Nearly two-thirds of planned US BESS projects eligible for 40% tax credits
    For S&P Global Subscribers:
    Microsoft opens new windows into renewable investment, doubling down on decarbonization
    Amazon delivers on green commitments, but emissions rise amid the AI boom
    Google's search for power sustainability is yielding results, but AI slows progress
    Powering data centers: Leveraging energy community incentives in a changing regulatory landscape
    Host/Author: Eric Hanselman 
    Guest: Tony Lenoir
    Producer/Editor: Dylan Scheible
  • Next in Tech

    Black Hat and DEF CON Security Conferences

    25-08-2026 | 24 Min.
    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
  • Next in Tech

    Quantum at IBM

    18-08-2026 | 26 Min.
    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
  • Next in Tech

    Claw and Agentic Optimization

    14-08-2026 | 24 Min.
    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
  • Next in Tech

    IT Executive Qualifications

    04-08-2026 | 25 Min.
    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
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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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