Context Engineering

An enterprise's storage environments hold much more than the raw data placed in them. An understanding of the nature of the data, how it's accessed and where it's accessed from is valuable context that can be put to work to improve security and resilience. A growing number of storage infrastructure vendors are taking advantage of this potential and pivoting to a greater security focus in the way they deliver their products. Analysts Henry Baltazar and Justin Lam join host Eric Hanselman to dig into what is driving this shift and sort out the benefits and pitfalls of this change. It doesn't hurt that valuations for security companies is much greater than that of other infrastructure players, but there is a lot more at work here. One of the biggest challenges of this pivot, is that storage and security teams, as well as their budgets, are almost always well separated. That can make realizing the benefits of enhanced security functionality complicated. As enterprises expand their operational focus into a resilience posture, there are stronger motivations to reach across these historical silos. It's a shift that can help to build more resilient digital infrastructure.

There are a complex set of dynamics at work around data centers and the power needed to drive them. The 451 Research team has been at a pair of events, the AWS Energy Symposium and the Linux Foundation's LF Energy Summit and Jean Atelsek, Rich Karpinski, Brian Partridge and Melanie Posey join host Eric Hanselman to talk about their thoughts on the events and the state of the industry. The Symposium looked at the landscape of options for meeting power demands for the rapidly expanding data center footprint. Hyperscalers like AWS have been on the forefront of using Power Purchase Agreements (PPA's) to invest in green energy, but grid connection queues have meant that delivering that power can take considerable time. The LF Energy Summit came at the power question as something that improved operational efficiency could address, at least in part. There are a series of projects that are looking at the first stage of putting AI to work to optimize generation and grid operation. Agentic approaches can gather operating and demand data and improve the way in which the grid responds. We're still some ways from letting agents perform any operational control, but building a foundation of greater visibility and data access could build the trust needed for next steps.

Data center builds are facing challenges, not only from energy supply and supply chains, but also from increasing community pushback. Analysts Tony Lenoir and Matthew Richesin join host Eric Hanselman to preview a webinar that they'll be presenting that explores wide ranging actions that being raised against data center construction and the concerns that are driving them. The traditional industry practice of "Design, announce, defend", where the build is presumed onto the community, is being reworked to include community engagement at the initial stages of a project. There are a number of regulatory strictures that are in place and more pending as a political dynamic around data centers grows in a fractious campaign season. All of these aspects are intertwined with societal concerns about technology and AI's impacts. As has happened with earlier technology innovations, where the ramifications of new developments aren't fully understood, there will be many who are concerned about the implications of rapid, unchecked adoption. Data centers have become emblematic of this change and a lightning rod for discussion. Join the webinar to get the full story!

The data center business has undergone rapid transformation in technology and financing. The demands for capacity are generating huge capital spending and research director Kelly Morgan returns to the podcast to highlight the topics that will be on the agenda at this year's Data Center and Energy Conference with host Eric Hanselman. This year, the conference is held in Houston on October 1st and explores how the nature of the data center business has changed and how energy demands are shaping progress. Power availability has become a critical issue, with grid connection delays pushing many to on-site generation. What's inside a data center is changing at the same time that build-out forces are at work. New GPU clusters require higher floor loading capacity. Water cooling brings greater efficiency, but requires lots of plumbing to get right and sensing and controls to manage it when it goes wrong. It's an ever-changing world with a lot of upheaval and the conference will be digging into it all. Come join us! More S&P Global Content Join the conference: Data Center and Energy Conference 2026 Trends in Data Center Services & Infrastructure Compute sovereignty: The strategic importance of digital infrastructure AI in action: unleashing agentic potential Hyperscaler earnings quarterly: What price inference? For S&P Global Subscribers: Balancing data center growth and regulation: Florida's legislative conundrum 800-V DC open standard makes AI factory power infrastructure a commodity market Service providers race to meet surging enterprise demand for AI infrastructure Host/Author: Eric Hanselman Guest: Kelly Morgan Producer: Dylan Scheible

We should have always been building resilient infrastructure, but we often haven't been. Now that we're ever more dependent on our digital foundations, new focus is being given to ensuring that they're robust enough to ensure that they can truly keep our enterprises humming. Analysts Jean Atelsek, Melanie Posey and host Eric Hanselman have all been at infrastructure conferences and dig into how expectations and options are changing. There are now regulatory requirements for resilience and the increasing complexity of modern infrastructure can make achieving it more challenging. Enterprises have become more hybrid, linking together cloud and on-premises capabilities. The mad dash to AI has pushed the interconnection of multiple providers to gain access to the latest models. Is what we're building now "really darn intractable"? Software vendors like Broadcom are shifting to integrated platforms to better achieve automated operations and colocation providers like Equinix are increasing the ease with which they build interconnection. Enterprises are racing to raise their operational sophistication as they increasingly face existential consequences from infrastructure failures.