Tech Disruptors

“We’re seeing a big increase in GPU capacity demands and we expect the data centers over the next couple of years will need to support higher power densities giving us the ability to run very large clusters of GPUs,” says AWS Global Data Centers VP Kevin Miller. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Miller talks with BI senior technology analyst Anurag Rana about all things cloud infrastructure, including data-center demand for AI, the timeline to construct new centers, the differences in the stress that training and inferencing place on the hardware and ways in which AWS is keeping the environment in mind as they approach their 2040 goal of carbon neutrality.

Expanded artificial-intelligence workloads are raising the power and cooling requirements of data centers, with individual rack consumption predicted to increase by 10x compared with traditional compute. Vertiv is a market-leading provider of UPS, liquid cooling and switchgear solutions catering to these needs. In this episode of the Tech Disruptors podcast, Vertiv CEO Giordano “Gio” Albertazzi sat down with Bloomberg Intelligence analysts Mustafa Okur and Woo Jin Ho to discuss the opportunities and challenges in the data-center infrastructure market.

“We see a lot more focus on digital-first, whether you’re thinking of branding, social, advertising and so on. Everyone is thinking of digital first,” Adobe’s president of Digital Experience Anil Chakravarthy explains to Bloomberg Intelligence senior technology analyst Anurag Rana. On his second appearance on the Tech Disruptors podcast, Chakravarthy homes in on new products GenStudio and Acrobat AI Assistant. Together, he and Rana explore how these tools leverage AI, fit into the company’s broader portfolio and can lighten the workload at Adobe’s customers and partners.

1Password has evolved from a consumer service to a B2B provider as passwords remain one of the points of vulnerability for cyberattacks. In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, 1Password’s CEO Jeff Shiner and BI’s Mandeep Singh talk about the integration of 1Password with other cybersecurity vendors including Okta and other single-sign on and multifactor authentication (MFA) players focused on identity and device security.

Seagate’s relentless hard-disk-drive technology innovation has expanded mass-capacity storage solutions over the past several years. Jason Feist, senior vice president of products and markets, sits down with Woo Jin Ho, Bloomberg Intelligence hardware and networking analyst, in this edition of the Tech Disruptor podcast. They discuss the company’s breakthrough heat-assisted magnetic recording (HAMR) based Mozaic 3+ platform, its role in serving cloud and enterprise data centers’ burgeoning storage needs and the relationship between hard drives and solid-state drives in AI infrastructure

Anthropic cofounder Jared Kaplan talks about the nuances of training LLMs and deploying them for enterprise use cases with Mandeep Singh, technology analyst at Bloomberg Intelligence. The use of GPU clusters for training and inferencing, pitfalls related to hallucinations and LLM biases are among the topics discussed in this episode of BI’s Tech Disruptors podcast

Planning, management and collaboration over enterprise workflows has become more complex with a growing stack of enterprise-software tools, distributed work and agile development frameworks, driving demand for robust, single-pane workflow management solutions. In this episode of the Tech Disruptors Podcast, monday.com’s Chief Financial Officer Eliran Glazer and Chief Product and Technology Officer Daniel Lereya join Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the workflow management solutions landscape, pricing and AI-driven challenges and opportunities. They also talk about competition for the company’s multi-vertical solutions and their approach to growth.

GSK’s Chief Digital and Technology Officer Shobie Ramakrishnan discusses how the company is leveraging AI and data models for vaccine development and drug discovery in this episode of Bloomberg Intelligence’s Tech Disruptors podcast. BI’s Health-Care Analyst Sam Fazeli and Technology Analyst Mandeep Singh are hosts.

“Every modern business is a data business,” says Amazon Vice President Data Storage Services and Cloud Migration, Mai-Lan Tomsen Bukovec that “will be won or lost on the quality of the data, not the volume.” In this edition of Bloomberg Intelligence’s Tech Disruptors podcast, BI senior technology analyst Anurag Rana talks with Tomsen Bukovec about the evolution of AWS storage, specifically S3, and how features like intelligent tiering have shaped the cloud-storage landscape. They also discuss how the notion around storage is changing to support generative AI and what AWS is doing to make sure its customers are prepared to adopt the right LLMs for their datasets.

Gleaning intelligence from diverse and disaggregated customer touch points — particularly digital — is crucial for businesses. In this episode of the Tech Disruptors podcast, Spenser Skates, CEO and co-founder at Amplitude, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the digital-analytics landscape, customer-adoption path and the impact of new AI tools. The two also talk about potential changes in the industry, the competition backdrop and the company’s growth strategy.