Next in Tech

The annual gathering on infrastructure virtualization that is the VMware by Broadcom Explore conference has wrapped up and there are important takeaways from both the formal program and informal discussions. Analysts Jean Atelsek, Henry Baltazar and William Fellows join host Eric Hanselman to talk about their takes on the event. The newly integrated VMware Cloud Foundation 9.0 (VCF) suite has shipped and along with it a new approach to the product portfolio. AI-focused capabilities have been added as VMware aims to create a private cloud portfolio to rival the public cloud offerings. Higher level data services are the first service abstractions available, with the promise of more to come. In the new organizational structure, the Tanzu product offering is now in its own division in Broadcom. While that offers it independence, it’s also meant that in areas like AI functionality, there is some overlap between it and AI capabilities being built into VCF 9. The larger challenge for Broadcom is to motivate customers to fully implement VCF 9 and put all of its capabilities to work. More S&P Global Content: * Next in Tech | Ep. 222: FinOps – Managing Cloud and AI Costs [https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-222-finops-managing-cloud-and-ai-costs] * Next in Tech | Ep. 214: KubeCon and Cloud Native [https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-214-kubecon-and-cloud-native] * Next in Tech | Ep. 183: Exploring Broadcom VMware [https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech-episode-183] For S&P Global Subscribers: * VMware Cloud Foundation 9.0 manifests Broadcom's vision for modern private cloud [https://clients.451research.com/reportaction/206028/Toc] * VMware Tanzu enhances support for generative AI and agents with Tanzu AI Solutions [https://clients.451research.com/reportaction/205850/Toc] * VMware remains dominant as organizations evaluate alternative virtualization technologies [https://clients.451research.com/reportaction/205384/Toc] Credits: * Host/Author: Eric Hanselman [https://www.spglobal.com/marketintelligence/contributors/1535668/eric-hanselman] * Guest: Jean Atelsek [https://www.spglobal.com/marketintelligence/contributors/1630834/jean-atelsek], Henry Baltazar [https://www.spglobal.com/marketintelligence/contributors/1630467/henry-baltazar], William Fellows [https://www.spglobal.com/marketintelligence/contributors/1438342/william-fellows] * Producer/Editor: Adam Kovalsky * Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

Can you have too much data for an AI application? In the mad dash to collect the raw material for AI applications, it can be tempting to pull in as much as you can. Product manager Emily Jasper returns to the podcast with a set of recommendations for more strategic use of data with host Eric Hanselman. Just as it might not be wise to load up on everything on a buffet, being strategic about using the data that best suits the goals of your project can improve outcomes and help to manage risk. By understanding the data that you’re putting to work, you can bound the universe of outcomes and simplify the process of bringing it into the AI application pipeline. At the same time, the process of data governance becomes clearer when the sources are better understood.  Bringing an understanding of the set of data resources that an enterprise has is critical and has to be accompanied by knowledge of the quality of that data. The principles of library sciences are back in focus in AI, as organizations work to curate data characteristics and provenance. As in so much of AI, matching the ecosystem of tools, data providers, and capabilities to the use cases being built is fundamental to project success. Managing risk in AI has become a process of bringing the right data to the right problem. More S&P Global Content: * The path from LLMs to agentic AI [https://www.spglobal.com/market-intelligence/en/news-insights/research/the-path-from-llms-to-agentic-ai] * Next in Tech | Ep. 224: Context Around MCP [https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-224-context-around-mcp] * Next in Tech | Ep. 225: Security for MCP [https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-225-security-for-mcp] For S&P Global Subscribers: * Data Management Market Monitor & Forecast [https://clients.451research.com/reportaction/202595/Toc] * Automation pervades data management practices – Highlights from VotE: Data & Analytics [https://clients.451research.com/reportaction/206011/Toc] * Technology Primer: Model Context Protocol explained [https://clients.451research.com/reportaction/205810/Toc] * The evolution of agentic process automation: Midyear market and technology update [https://clients.451research.com/reportaction/206127/Toc] * Pace of AI agent advancement could spur M&A in the sales automation market [https://clients.451research.com/reportaction/206211/Toc] Credits: * Host/Author: Eric Hanselman [https://www.spglobal.com/marketintelligence/contributors/1535668/eric-hanselman] * Guest: Emily Jasper [https://www.spglobal.com/en/who-we-are/about-sp-global/our-people/emily-jasper-bio-detail-page] * Producer/Editor: Adam Kovalsky * Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

The typical process of deploying technology has been one of enterprises designing infrastructure around vendor capabilities. The Open Networking Users Group (ONUG) was founded to reverse that equation and define enterprise requirements for technology and work with vendors to achieve them. Co-founder Nick Lippis joins host Eric Hanselman to talk about the approach that ONUG takes, the nature of its community and the work that they’re doing today. While their roots are in the networking world, they’ve expanded to address a wide range of enterprise concerns. The current collaborations include security related work in cloud and security operations automation, WAN connectivity and a reference architecture for AI infrastructure. The ONUG fall conference takes place in New York on October 22-23. More S&P Global Content: * The ONUG fall conference [https://onug.net/] * The path from LLMs to agentic AI [https://www.spglobal.com/market-intelligence/en/news-insights/research/the-path-from-llms-to-agentic-ai] * Next in Tech | Ep. 225: Security for MCP [https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-225-security-for-mcp] For S&P Global Subscribers: * The evolution of agentic process automation: Midyear market and technology update [https://clients.451research.com/reportaction/206127/Toc] * Pace of AI agent advancement could spur M&A in the sales automation market [https://clients.451research.com/reportaction/206211/Toc] * 2025 will be pivotal for network APIs – Highlights from Communication and Network APIs Global Survey 2024 [https://clients.451research.com/reportaction/205347/Toc] * Use of open-source software driven by reliability, low cost – Highlights from VotE: DevOps [https://clients.451research.com/reportaction/205830/Toc] * Glimpses of cybersecurity talent development: Industry and community [https://clients.451research.com/reportaction/204588/Toc] Credits: * Host/Author: Eric Hanselman [https://www.spglobal.com/marketintelligence/contributors/1535668/eric-hanselman] * Guest: Nick Lippis, ONUG co-founder [https://onug.net/members/nick-lippis-2/] * Producer/Editor: Adam Kovalsky * Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

The annual “security summer camp” that is made up of the Black Hat and DefCon conferences is just past and the security analyst team, Scott Crawford, Dan Kennedy, Justin Lam and Mark Ehr, join host Eric Hanselman to examine what they saw and discuss the implications. Despite the heat of a Las Vegas summer, it’s become bigger than the two main conferences, with a number of side events, like B-Sides, there’s a lot going on. AI conversations are evolving and maturing. We’ve mostly moved beyond blaming user foibles for breaches, but AI is expanding the attack surface with new and more complex tactics for user manipulation. AI is lowering the barriers for attackers. The days of script kiddies have morphed into Claude Code-fueled attack development. The larger question is how security vendors are responding to AI risks. Claims that tier 1 security analysts should start looking for another job just seem irresponsible in the current environment. AI augmentation can reduce toil and digest the masses of events that security teams struggle to deal with today. At the same time, AI is scaling attack volumes. It’s the constant hegemony that’s always played out at the core of security. More S&P Global Content: * RSAC Conference 2025: Breaking records at the threshold of uncertainty [https://www.spglobal.com/market-intelligence/en/news-insights/research/rsac-conference-2025-breaking-records-at-the-threshold-of-uncertainty] * AI for security: Agentic AI will be a focus for security operations in 2025 [https://www.spglobal.com/market-intelligence/en/news-insights/research/ai-for-security-agentic-ai-will-be-a-focus-for-security-operations-in-2025] * Next in Tech | Ep. 215: RSA Conference Preview [https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-215-rsa-conference-preview] * Deep Pocket Inspection: RSAC Innovation Sandbox Retrospective & Perspective [https://www.spglobal.com/market-intelligence/en/news-insights/research/deep-pocket-inspection-rsac-innovation-sandbox-retrospective-and-perspective] * Next in Tech | Ep. 227: Managed Security Services [https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-227-managed-security-services] * Next in Tech | Ep. 225: Security for MCP [https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-225-security-for-mcp] For S&P Global Subscribers: * Use of GenAI security solutions has spiked, continued uptake projected – Highlights from VotE: Information Security [https://clients.451research.com/reportaction/206034/Toc] * Infosec spending projected to rise 27% on average in 2025 – Highlights from VotE: Information Security [https://clients.451research.com/reportaction/205586/Toc] * CNAPP in focus after large infosec acquisition – Highlights from VotE: Information Security [https://clients.451research.com/reportaction/205607/Toc] * Data Insight: Data security market to top $26B in 2029 [https://clients.451research.com/reportaction/206111/Toc] * Data Security Market Monitor & Forecast [https://clients.451research.com/reportaction/206014/Toc] * CNAPP matures into full-spectrum security solution [https://clients.451research.com/reportaction/206102/Toc] Credits: * Host/Author: Eric Hanselman [https://www.spglobal.com/marketintelligence/contributors/1535668/eric-hanselman] * Guests: Scott Crawford [https://www.spglobal.com/marketintelligence/contributors/1437994/scott-crawford], Dan Kennedy [https://www.spglobal.com/marketintelligence/contributors/1630461/daniel-kennedy], Justin Lam [https://www.spglobal.com/marketintelligence/contributors/2213788/justin-lam], Mark Ehr [https://www.spglobal.com/marketintelligence/contributors/2359184/mark-ehr] * Producer/Editor: Adam Kovalsky * Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

The FinTech market has seen considerable upheaval in activity and valuations. But spring may be coming to the funding winter that FinTech has seen and Jordan McKee and Sampath Sharma return to examine the green shoots with host Eric Hanselman. Data platforms, payment rails and insurance tech are seeing renewed interest, while riskier areas, like lending, are not seeing the same focus. FinTech companies are looking at addressing infrastructure and process challenges faced by the banking sector as they transition to the world of instant payments.  Interest in cryptocurrency is roaring back, particularly in stablecoins. The U.S. GENIUS Act has delivered a framework for their use and opened the door to new experimentation. It’s another area where FinTech’s have an infrastructure opportunity, as a number of FinTech companies already have stablecoin experience and can put it to work for their banking partners. All of this and more will also be on the agenda for the upcoming Banking Infrastructure Modernization webinar at the link below. More S&P Global Content: * Upcoming FinTech Webinar: Banking Infrastructure Modernization: Building for Instant Payments [https://www.spglobal.com/market-intelligence/en/events/webinars/banking-infrastructure-modernization-building-for-instant-payments] * Money20/20 Europe 2025: Key trends and developments [https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/07/money2020-europe-2025-key-trends-and-developments] * National Retail Federation looks to revitalize the modern commerce experience [https://www.spglobal.com/market-intelligence/en/news-insights/research/national-retail-federation-looks-to-revitalize-the-modern-commerce-experience] * Fintech funding falls 42% to $35B in 2023, but downturn may be nearing end [https://www.spglobal.com/market-intelligence/en/news-insights/research/fintech-funding-hits-new-low-in-q3-2023-but-late-stage-investing-resilient] For S&P Global Subscribers: * Tech Trend in Focus: Payment orchestration [https://clients.451research.com/reportaction/206178/Toc] * Cross-border payments, stablecoins generate buzz at a low-key Money20/20 Asia [https://clients.451research.com/reportaction/205747/Toc] * Real-time payments, stablecoins draw VC attention in Q3 2024 fintech funding [https://clients.451research.com/reportaction/204750/Toc] * 2025 Trends in Fintech [https://clients.451research.com/reportaction/204977/Toc] Credits: * Host/Author: Eric Hanselman [https://www.spglobal.com/marketintelligence/contributors/1535668/eric-hanselman] * Guests: Jordan McKee [https://www.spglobal.com/marketintelligence/contributors/1438337/jordan-mckee], Sampath Sharma [https://www.spglobal.com/marketintelligence/contributors/1544080/sampath-sharma] * Producer/Editor: Adam Kovalsky * Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith