Datacenter and Energy Innovation Summit

10/01/24 • 24 min

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.C.. Analysts Kelly Morgan, Steve Piper and Dan Thompson join host Eric Hanselman to explore the topics that are at the heart of the event, as well as the challenges faced by energy providers, datacenter operators and the technology sector.

Technology-driven increases in energy demands have upset the long-term balance of energy grid operators. Short-term increases in a business that plans over decades has datacenter builders and investors going to new lengths to secure the power they require. Nuclear power is back in favor, but the plans for Small Modular Reactors (SMR) from a year ago have been usurped by moves to repurpose existing facilities, with Apple and Microsoft both inking recent deals. At the same time, the large investments required to secure AI infrastructure are leading to some creative financing. Listen to get the details and attend the Summit for even more.

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Credits:

Host/Author: Eric Hanselman
Guests: Kelly Morgan, Steve Piper, Dan Thompson
Producer/Editor: Donovan Menard
Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

More S&P Global Content:

Credits:

Host/Author: Eric Hanselman
Guests: Kelly Morgan, Steve Piper, Dan Thompson
Producer/Editor: Donovan Menard
Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

Previous Episode

B2B Payments Technology and Markets

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 accounting operations of any business are their lifeblood and change can be challenging, but the pressure to digitize to streamline operations, reduce errors and fraud and better manage cash flow are fueling interest in B2B payments. Much like transitions in other areas, like logistics or healthcare, going digital has to include a bridge from existing methods to electronic payments. In a world where 16% are transacting in cash, that’s no small task.

There are many players in this market, including software vendors looking to centralize on platforms for both payables and receivables, as well as banks with business-focused payment technologies. Moving from paper checks to credit card backed transactions might be a good first step, but businesses need to leverage the data that their payment activities generate to realize the full set of benefits. There’s a lot of ground to cover, but significant benefits for those that can do it well.

More S&P Global Content:

Credits:

Host/Author: Eric Hanselman
Guests: McKayla Wooldridge
Producer/Editor: Donovan Menard
Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

Next Episode

Cloud Native Application Security

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’s more telemetry that’s available, but workloads are more ephemeral and extending the same methods used in on-premises security risks overwhelming security teams and ballooning costs. Decomposing CNAPP into infrastructure and application development patterns creates an explosion of subsegments – Cloud Security Posture Management (CSPM), Cloud Workload Protection (CWP), Cloud Infrastructure Entitlement Management (CIEM) and many more. Security vendors are bundling the various pieces together into platforms, but buyers aren’t fully buying in. Efforts to move security earlier into the application development process, the “shift left” movement, has added the need to secure the infrastructure provisioning process that’s taking place in cloudy environments.

Cloud security has become the leading pain point for security teams, according to 451 Research’s Voice of the Enterprise study data, and cloud native skills are one of their leading skills gaps. At the same time, most organizations use multiple cloud providers, increasing complexity. Operational scale is necessitating a move beyond the siloed approaches that have been the norm for security. To provide effective security, data has to be shared across infrastructure. It also happens to be an area where cloud-based security tooling is taking a greater role.

More S&P Global Content:

Credits:

Host/Author: Eric Hanselman
Guests: Mark Ehr
Producer/Editor: Donovan Menard
Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

Next in Tech - Datacenter and Energy Innovation Summit

Transcript

00:00:00.699

Welcome to Next in Tech, an S& P Global Market Intelligence podcast with a world of emerging tech lives. I'm your host, Eric Hanselman, Chief Analyst for Data and Insights at S& P Global Market Intelligence. And today we're going to be continuing a discussion that we've had about data centers and energy, so AI on energy consumption, and we're going to do it around an upcoming conference that we're putting together, the Data Center and Energy Innovation Summit that's g