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 regulatory to operational and reputational, as the awareness of the importance of data privacy grows. The landmark UK GDPR legislation was announced in 2016 and most early efforts focused on compliance. That’s shifted to building privacy functionality into the foundations of the way businesses operate. PrivacyOps approaches are growing rapidly as organizations come to realize that customer trust has to both be established and maintained in ways that are meaningful to customers. The opportunity for businesses is to move from treating privacy as overhead to making part of supporting business interests. It comes full circle by helping to enable better data use for AI. More S&P Global Content: The 2025 Generative AI Outlook For S&P Global Subscribers: Safeguarding privacy in the AI era – Highlights from VotE: Data & Analytics Consumers' preference for personalization still outweighs desire for data privacy – Highlights from VoCUL: Connected Customer Data Insight: Consumer data privacy in the modern world of generative AI — no going back? Credits: Host/Author: Eric Hanselman Guest: Paige Bartley Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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27:22
NVIDIA GTC Bursts at the Seams
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 and this year’s GTC had all of the glitz of a Hollywood production – CEO’s of major tech partners delivered a video tribute and Disney-designed robots cavorted on stage with CEO Jensen Huang. The event reinforced the extent to which NVIDIA has become a systems and software company, rather than simply a supplier of high performance silicon. The event highlighted not only new GPU’s and rack-scale compute systems, but also countered the concerns around declines in GPU demand raised by the release of the DeepSeek AI models. The shift to reasoning models for AI is expected to drive further demand. The impacts on energy consumption and associated pressure on energy transition plans weren’t mentioned, but are a large part of the larger discussion around AI. More S&P Global Content: SoftBank, OpenAI, Oracle and MGX commit to $100B for Stargate AI infrastructure Semiconductor Digest: A roundup of the latest developments Next in Tech | Ep. 206: NVIDIA quarterly earnings For S&P subscribers: NVIDIA pushes broader AI infrastructure story with Blackwell Ultra, full stack software NVIDIA takes commanding revenue lead in semiconductor space Tech is priced to move Generative AI Digest 25: A roundup of latest breakthroughs and developments Credits: Host/Author: Eric Hanselman Guest: John Abbott Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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31:06
M&A in 2025
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, but there are limited options. The IPO market is tentative, at best. At the same time, strategic investors are stepping back as they spend on AI. Capital expenditures continue to grow, with hyperscalers shelling out billions to expand their own infrastructure, as well as investing in AI startups. Google’s acquisition of Wiz is a massive transaction, but it is dwarfed by the ongoing internal investments. How far does this go and what will be the return on these investments? More S&P Global Content: Tech M&A Outlook Survey: A historic bust-to-boom reversal in 2024? For S&P Global Subscribers: Shifting AI exits The public-private divide If not Wiz, who? Tech leads the way up and down on Wall Street Credits: Host/Author: Eric Hanselman Guests: Brenon Daly, Scott Denne Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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44:29
Satellite Market Perspectives
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 remote connectivity have capacity, but come along with relatively high latency in data delivery. They’re orbiting at tens of thousands of miles, which is very long signal path, when compared to LEO satellites at around 500 miles. The broadband market is dominated by terrestrial technologies, with cable leading the installed base and fiber growing rapidly. The subscriber cost for satellite is far higher, but the deployment cost can be much lower than that required for remote locations. While Starlink dominates this market, AWS aims to compete with its Project Kuiper plans. It just needs to get a lot of satellites launched, first. More S&P Global Content: The State of US Fiber Broadband China launches another satellite megaconstellation Survey Data Hub - VoCUL: Mobile, TV & Streaming Video Trends Q1 2025 Credits: Host/Author: Eric Hanselman Guest: Mau Rodriguez Producer/Editor: Amaan Zafar, Donovan Menard and Odesha Chan Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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16:46
Datacenters and Energy Markets in Europe
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 – demand reduction from the COVID pandemic, strong renewable investment and market disruption from the Russian-Ukraine war. Into this congested environment, Power Purchase Agreements (PPA) offer a way to channel investment in new generation capacity. The EU has just announced guarantees for non-investment grade PPA’s, creating the possibility for expanded markets and extending the ability to treat them as an addition to commodity markets for energy. Energy generation projects have become increasingly hybrid, bringing together multiple renewable sources with energy storage. Smoothing out renewable peaks can help it better address base load demand. Nuclear remains an expensive option, with approaches like Small Modular Reactors (SMR) still being a long ways off. There is the potential to have AI improve grid efficiency, by balancing demand and generation, an almost circular relationship, given that it is driving so much of demand. That will require more decentralization of the grid to increase flexibility and the acceptance of cryptographic protections for data sovereignty could allow workload placement near sources of power generation. There is a lot of potential for what has become an urgent issue. More S&P Global Content: What is an 'AI datacenter'? Platts London Energy Forum 2025 AI, datacenters and power: The European landscape heading into 2025 The role of nuclear in AI's future Datacenters and energy 101 — Powering through renewable intermittency 2025 US datacenters and nuclear energy report Credits: Host/Author: Eric Hanselman Guests: Ayça Taşlı, Pedro Schweizer Producer/Editor: Amaan Zafar, Donovan Menard and Odesha Chan Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith
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