How long could the strong growth in the physical infrastructure for data centers last? And what about the impact of AI and other emerging technologies? Could that extend the demand cycle for Schneider and industrials peers? In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Peter Herweck, CEO of Schneider Electric, sits down with Omid Vaziri, Bloomberg Intelligence senior industrials analyst, to examine the market opportunities and challenges of Generative AI and data-center rollout, growth expectations and physical limitations. Additionally, they discussed how to futureproof data centers and the energy infrastructure by assuring power availability, its resilience and sustainability.

A race to deliver the fastest AI system is emerging, resulting in a crop of new companies with innovative approaches to AI processing. Cerebras returns to the Tech Disruptors podcast studios to discuss the broadening AI market opportunity for its wafer scale engine (WSE) chip. CEO Andrew Feldman sits down with Bloomberg Intelligence Senior Hardware analyst Woo Jin Ho to discuss the future evolution of AI compute and how Cerebras aims to leverage the WSE-3 processor to better unlock the AI inference market by delivering AI responses 20x faster at one-fifth price of hyperscale cloud.

Businesses are turning to data to build their competitive edge, and AI tools will likely become a core layer of business intelligence and analytics platforms. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ariel Katz, CEO of Sisense, joins Sunil Rajgopal, BI senior software analyst, to discuss the democratization of enterprise analytics and intelligence tools, the shift toward natural language querying and the evolution of related tools. The two also talk about the Sisense Platform, competition in the industry, the addressable market and market consolidation.

AI-fueled product innovation is likely to reset many functions and industries, and companies could look to harness the full power of their data to drive business intelligence. In this episode of the Tech Disruptors podcast, Mike Capone, CEO of Qlik, joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss enterprise analytics and intelligence tools, the evolving data-integration and transformation landscape and the potential impacts of AI. The two also talk about the acquisition of Talend, competition in the industry, AI monetization and future product verticals and initiatives.Listen to this episode on Apple Podcasts and Spotify.

Okta CEO Todd McKinnon says clients are increasingly asking about resiliency in identity security — a mission-critical enterprise application — amid the fallout of the CrowdStrike global outage. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, BI tech analyst Mandeep Singh talks with McKinnon about the moats that Okta has carved over Microsoft, consolidation in cybersecurity, the application of generative AI and more

Enterprises implementing AI would likely end up with a combination of their own core specialized models and out-of-the-box frontier solutions, Rafee Tarafdar, Infosys’ Head of Strategic Technology Group said on the Tech Disruptors podcast. Tarafdar and Bloomberg Intelligence’s senior technology analyst Anurag Rana discussed several AI use cases across retail, supply chain, services and operations, as well as essential requirements for enterprises to capitalize on the emerging technology. They also compared large and small language models, talked about on-premise model operations and looked into where the future value of AI lies.

Building responsive and high-powered websites through an intuitive and visual development approach is Webflow’s core strength, with its no-code technology offering broad appeal to marketers and engineers. Vlad Magdalin, co-founder and chief innovation officer, tells Bloomberg Intelligence. Linda Tong, Webflow’s CEO, also shares her thoughts on software-spending trends and customer segmentation in this episode of the Tech Disruptors podcast, Magdalin and Tong sit down with Bloomberg Intelligence analyst Niraj Patel to dive into the details of Webflow’s differentiation and its targeted customer. Hear their insights on the competitive positioning among website builders, Gen AI as a potential disruptor and what product features to expect next from the company.

“Every customer recognizes that it is data that is the fuel that powers AI,” says Arun Ulag, corporate vice president of Microsoft’s Azure Data. In this episode of Bloomberg Intelligence’s Tech Disruptors podcast, Ulag talks with BI senior technology analyst Anurag Rana about how Microsoft has been reorganizing its data management and insights portfolio for customers looking to leverage their data for AI. At the center of this is Microsoft Fabric, the company’s newer software-as-a-service, aimed at delivering a full data and analytics platform all in one. Ulag also discusses the company’s efforts to leverage open data to make its services compatible with third parties outside the Microsoft ecosystem, to provide customers with the widest range of options.

Enterprise information management tools, processes and outcomes are set to evolve with AI and the shift to cloud. In this episode of Tech Disruptors, OpenText CEO and CTO Mark Barrenechea joins Sunil Rajgopal, senior software analyst at Bloomberg Intelligence, to discuss the development of the enterprise information management landscape, AI-led product and productivity initiatives and the company’s move to become a SaaS-first business. The two also talk about competition, security products, the demand environment and M&A strategy amid evolving macroeconomic dynamics. 

“Generative AI with a combination of cloud and data is poised to transform every aspect of how organizations operate,” Amazon Web Services Vice President of AI and Data Swami Sivasubramanian says in the latest episode of the Tech Disruptors podcast. Sivasubramanian sits down with Bloomberg Intelligence senior technology analyst Anurag Rana to discuss key developments in data and generative AI, and explores the impact of industry verticals like financial services, health care and media.