Analysys Mason Podcast

Intel’s approach to sustainable computing with Kathleen Fiehrer

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the technology, media and telecoms (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole. 
In this episode, Analysys Mason's Stela Bokun talks with Kathleen Fiehrer, Sustainability Technologist at Intel.  
Intel is one of the world’s largest semiconductor chip manufacturers which, for the last 50 years, has enabled its customers to capitalise on the power of digital technology.   
In this podcast, Stela and Kathleen discuss: 
the semiconductor industry's path to net zero and key challenges ahead 
how ESG and sustainability requirements are reshaping business practices and strategies 
Intel's innovative initiatives to reduce carbon footprints and achieve sustainability goals 
the impact of sustainability on the PC market and the importance of repairability. 
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here. 

Government and military space: capturing opportunities in a transitional market

In this podcast, Christopher Baugh, Partner and expert in space and satellite, and Sarah Halpin, Analyst and expert in space and satellite, discuss the changes in the government and military space market, where dramatic shifts in geopolitical stability are driving market demand and growth worldwide. They explore how innovative approaches to service provisioning are changing the sector’s landscape and discuss the areas in which commercial players see new potential.
The influx of new incumbents such as Starlink and Kuiper, coupled with growing interest in the integration of best practices from commercial satellite communications (comsatcom) and military satellite communications (milsatcom), requires enhanced planning to ensure successful client engagement.
As the complexity of the sector increases, so too does the opportunity for revenue capture. Chris and Sarah discuss how ensuring that engagement strategies target the right time and place will be key. 

How Infranode is navigating sustainability and ESG in digital infrastructure

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole. 
In this episode, Analysys Mason's Maria Tunberg, Partner and expert in sustainability, talks to Max Engardt, Senior Manager of Asset Management at Infranode. 
Infranode is an investor specialising in essential infrastructure, mainly within the Nordic region. The goal of Infranode is to create long-term value for investors and society through responsible and sustainable ownership and management. The focus of its infrastructure investing is within the energy, transport, digital and social infrastructure sectors and it partners with both the private and public sector to create stable, predictable returns.    
In this podcast, Maria and Max discuss: 
how Infranode incorporates ESG principles into every aspect of its operations and investments 
Infranode’s Net Zero 2040 commitment and how that is being implemented throughout its portfolio  
the importance of ESG due diligence in investment decisions and its impact on project approval 
the role of active ownership in driving sustainability and the emphasis on health and safety 
establishing measurable and actionable KPIs to ensure sustainability goals are met 
exploring the immediate sustainability opportunities in digital infrastructure 
predictions for the next decade in digital infrastructure, focusing on cross-sector collaborations like using waste heat from data centres for district heating 
the impact of regulatory frameworks on sustainable investment opportunities and strategies. 
Find out more about Analysys Mason's sustainability and ESG-related research and consulting services here. 

The future of Earth observation and AI with EarthDaily Analytics

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole. 
In this episode, Analysys Mason’s Prachi Kawade, Senior Analyst and expert in space and satellite talks with Chris Rampersad of EarthDaily Analytics.  
Chris Rampersad is the Vice President of Engineering at EarthDaily Analytics, a leading Earth observation data services and analytics company in Vancouver, Canada. Chris has over 20 years of experience in the space industry and is an engineering leader and expert in Earth observation technology. In his current role, Chris leads the software and analytics development for EarthDaily Analytics' product suite and directs the ground segment development for the upcoming EarthDaily Constellation. 
They discuss the following. 
AI integration. How EarthDaily Analytics uses AI to improve satellite imagery quality and analytics, including cloud masking and land classification. 
Generative AI. The impact of generative AI on earth observation, from short-term benefits to long-term industry transformations. 
Foundation models. The role of foundation models in simplifying and enhancing satellite data processing and analysis. 
Super resolution. Use cases and advantages of super-resolution technology in various sectors, such as agriculture and building detection. 
Future trends. The evolution towards natural language interfaces for easier and more comprehensive data interaction. 
Challenges and risks. The technical and operational challenges of AI in Earth observation and the importance of data quality and engineering. 
Find out more about Analysys Mason's AI-related research and consulting services here. 

Vodafone’s future: what’s next for the telecoms giant

In this podcast, Caroline Gabriel, expert in network and cloud strategies and architecture, and Tom Rebbeck, expert in TMT consumer and business services, discuss Vodafone and the issues it faces after the sale of Vodafone Spain, the proposed sale of Vodafone Italy and the proposed merger with Three in the UK.Read the associated article.

Google DeepMind’s vision: the future of AI with Jennifer Beroshi

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole. 
In this episode, Analysys Mason’s Paul Jevons, Director and expert in tech-enabled transformation, and David Abecassis, Partner and expert in strategy, regulation and policy, talk with Jennifer Beroshi, Head of Policy Strategy and Development at Google DeepMind.   
DeepMind launched in 2010 and took an interdisciplinary approach to building general AI systems. The research lab brought together new ideas and advances in machine learning, neuroscience, engineering, mathematics, simulation and computing infrastructure, along with new ways of organising scientific endeavours. 
Jennifer references the Seoul AI Summit, which took place on 21 and 22 May 2024, co-hosted by the governments of the Republic of Korea and the United Kingdom.
In this episode, Paul, David and Jennifer discuss:  
DeepMind and the broader Google ecosystem
AI applications, systems and specialised use cases 
artificial general intelligence (AGI)
language models and interfacing with AI
AI policy regulation and legislation
safety, risks and AI open models 
the interplay between systems and people
a future enhanced by AI.
Find out more about Analysys Mason's AI-related research and consulting services here. 

SES’s sustainability journey: ESG in orbit with Amber Ledgerwood

Welcome to our sustainability and environmental, social and governance (ESG) podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss what sustainability and ESG means to them, their organisation and the industry as a whole. 
In this episode, Analysys Mason's Maria Tunberg, Partner and expert in sustainability and Anurag Dey, Manager and expert in sustainability, talk to Amber Ledgerwood, Head of Social and Environmental Impact at SES. 
SES is a global satellite operator based in Luxembourg. Their dedicated ESG team looks for opportunities to leverage SES’s space-based capabilities to advance key sustainable development initiatives – including combatting climate change. SES relaunched their ESG strategy in 2021 to align with the UN’s Sustainable Development Goals (SDGs). 
In this podcast, the authors discuss:  
the sustainability and ESG-related opportunities within the space sector right now
how the space sector can support the sustainability of other industries
SES’s ESG strategy for both space and earth
how to measure the success of ESG strategies
the development of ESG in the space sector and what this will look like in the decade to come
overcoming the biggest challenges for sustainability within the space sector. 

IMDA’s approach to AI governance and policy with Denise Wong

Welcome to our AI podcast series. Each episode features business leaders from across the telecoms, media and technology (TMT) industry who discuss their AI-related insights, and what AI means to them, their organisation and the industry as a whole.
In this episode, Analysys Mason’s Paul Jevons, Director and expert in tech-enabled transformation and David Abecassis, Partner and expert in regulation and digital markets, talk to Denise Wong, Assistant Chief Executive for Data Protection and Innovation at the Infocomm Media Development Authority (IMDA).  
IMDA is a statutory board under the Singapore Ministry of Communications and Information. It leads Singapore's digitalisation journey by developing a vibrant digital economy and an inclusive digital society.
Paul, David and Denise discuss:  
the Model AI Governance Framework for Generative AI
opportunities for Singapore’s AI ecosystem
characteristics of emerging AI risks and the need for governance
the need for global collaboration on AI opportunities and risks  
data protection and cross-border data flows
leveraging AI for the public good and creating sustainable long-term impact.
Find out more about Analysys Mason's AI-related research and consulting services here.