78 episodios
- Data center economics are coming under increasing scrutiny. Learn why power constraints could signal a major market correction and why the future of artificial intelligence may depend less on software and more on power grids, data centers, semiconductor chips, and the physical infrastructure powering AI.
In this episode, TDK Ventures Investment Director Ankur Saxena joins Geoff Nielson to talk about the economics driving today's AI race. From Nvidia GPUs and hyperscaler spending to semiconductor shortages, AI infrastructure, robotics, edge AI, and quantum computing, Ankur explains why the biggest challenges facing AI aren't just technical, they're economic, physical, and increasingly difficult to ignore. This conversation examines whether today's AI investment boom is sustainable, what could trigger the next wave of market corrections, and where the greatest opportunities lie for investors, startups, and technology leaders.
If you're wondering where AI is really headed and what it means for business leaders, investors, CIOs, and the future of technology, this episode is for you.
In this episode:
00:00 Intro
00:20 AI's biggest problem isn't software, it's infrastructure
01:37 Ankur Saxena on the future of AI & why he's optimistic
03:20 Is the AI investment boom becoming a bubble?
07:40 AI prototyping for enterprise leaders
08:50 The AI Gold Rush: Are investors chasing hype?
10:17 Why AI infrastructure economics matter more than ever
12:09 The hidden bottleneck: Power, data centers & AI growth
15:45 AI data centers explained
19:53 Supply, demand & what happens when AI gets expensive
21:03 Why AI demand isn't slowing down anytime soon
26:33 Should every enterprise care about AI infrastructure?
27:15 Why most companies aren't ready for AI compute
32:08 The next billion-dollar opportunity: AI infrastructure orchestration
34:22 Where smart investors are looking beyond AI applications
37:35 Edge AI explained: Why AI is moving onto devices
40:43 Why AI chips need hardware & software co-design
44:18 The race to build the operating system for Edge AI
48:33 Self-driving cars, robots & the future of physical AI
52:08 Quantum computing: Beyond the hype
55:25 Quantum computing investment opportunities & "picks and shovels"
58:44 Practical AI advice for CIOs, business leaders & enterprises
1:02:02 Will AI replace humans? The future of human-AI collaboration
1:04:42 Final thoughts
Connect with Ankur:
LinkedIn: https://www.linkedin.com/in/saxenaankur/
Our links:
Visit our website: https://www.infotech.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast
Follow us on YouTube: https://www.youtube.com/@InfoTechRG - Robin Hanson believes the future of AI is far stranger than most people imagine.
In this episode, economist, futurist, and The Age of Em author Robin Hanson explains one of the biggest questions humanity has faced: What happens after humans?
Instead of viewing AI as humanity's greatest threat, Hanson argues we should think of AI as our descendants. The conversation looks at why AI replacing humans may be part of civilization's natural evolution, why capitalism and competition aren't disappearing, and how cultural evolution, not technology, may be humanity's biggest existential challenge.
We also examine the Great Filter, the future of work, AI regulation, software engineering, technological progress, fertility decline, civilization collapse, AI governance, and why Robin believes our greatest risk isn't AI taking over, but humanity losing its ability to evolve culturally.
If you're interested in the future of AI, artificial intelligence, AGI, economics, civilization, technology, and what comes after humanity, this conversation will challenge many of your assumptions.
Subscribe and like this video for more conversations with the world's leading thinkers on AI, technology, innovation, and digital transformation.
In this episode:
00:00 Intro
01:00 AI will eventually replace humanity
01:36 Robin Hanson’s background
02:20 The future of civilization
03:22 The Age of Em explained
06:03 Why brain emulation changes everything
07:24 Capitalism isn't going away
11:18 Is humanity actually progressing?
13:10 The Great Filter explained
18:17 Why AI isn't the Great Filter
22:02 AI, technological acceleration & the next 20 years
24:24 Will AI leave people behind?
29:04 How to survive technological disruption
33:08 Why AI is humanity's descendants
40:23 Cultural evolution is breaking
47:12 Why civilization is becoming maladaptive
55:06 Is modern society quietly declining?
01:00:45 Can AI solve civilization's biggest problem?
01:07:01 AI risk vs AI progress
01:12:00 Should AI be regulated?
01:17:03 The US, China & the AI race
01:22:26 AI's economic impact
01:25:19 Advice for business leaders
01:30:45 AI's biggest opportunity for humanity
01:38:48 What gives Robin Hanson hope
01:42:24 Final thoughts
Connect with Robin:
X: https://x.com/robinhanson
Facebook: https://www.facebook.com/robin.hanson.754/
Our links:
Visit our website: https://www.infotech.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast
Follow us on YouTube: https://www.youtube.com/@InfoTechRG - Is AI actually making work better? Discover why many employees are feeling more constrained by machines instead of being empowered by them.
In this episode, Financial Times journalist and author Sarah O'Connor joins Geoff Nielson to talk about the reality of AI in the workplace, challenging the common belief that automation will free us from repetitive work. Drawing from her new book, “We Are Not Machines,” and months of reporting inside Amazon warehouses, Swedish mines, hospitals, translation agencies, and software teams, Sarah explains how AI isn't just eliminating jobs, it is reshaping them in ways that can either empower people or reduce them to "human robots."
The conversation breaks down why the promise of AI creating more time for creative, meaningful work hasn't become reality for many employees. Instead, many workers feel like they're being managed by software, algorithms, and increasingly automated systems.
If you're wondering how AI will transform your career, your organization, or the future of work, this episode is for you.
In this episode:
00:00 Intro
01:17 The surprising truth about AI and work
02:31 Why AI predictions are missing the real story
06:10 What Sarah discovered on the front lines of automation
07:54 Inside Amazon's robot-powered warehouses
13:25 How AI transformed professional translators
18:07 About Info-Tech Research Group
19:06 Is AI making work less human?
19:56 Why software developers are thriving with AI
23:46 The Swedish mine where automation actually works
31:10 Who should decide how AI changes work?
34:23 AI surveillance, trust, and workplace governance
37:56 Why companies shouldn't blindly adopt AI
39:06 Healthcare, nursing, and the cost of over-optimization
46:30 Can healthcare become human again?
49:56 Productivity, burnout, and becoming like machines
53:18 Have we lost faith in ourselves?
59:26 AI hype, fear of missing out, and smarter adoption
01:03:45 What gives Sarah hope about the future of work?
01:08:07 Advice for business and technology leaders
01:11:00 Final thoughts
01:11:47 Closing
Connect with Sarah:
LinkedIn: https://www.linkedin.com/in/sarah-o-connor-86067a31/
X: https://x.com/sarahoconnor_
Our links:
Visit our website: https://www.infotech.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast
Follow us on YouTube: https://www.youtube.com/@InfoTechRG - Government AI projects are often criticized for moving slowly, but Alberta is proving otherwise.
In this episode, we sit down with Janak Alford, Deputy Minister of Technology and Innovation for the Government of Alberta, to understand how Alberta is using AI to save $2 million every week while accelerating digital service delivery, improving compliance, and raising software quality standards.
Janak shares why governments and enterprises should stop waiting for the "perfect" AI solution and start building internal AI capabilities. From AI factories and builder culture to open-source tools, sovereign AI, cybersecurity, and AI-powered software development, this conversation offers a practical blueprint for organizations looking to modernize with AI and deliver measurable results.
If you're tired of AI hype and want to see what real implementation looks like, don't miss this one.
Follow and like this video for weekly conversations on AI, technology, digital transformation, and the future of work and technology.
In this episode:
00:00 Intro
01:08 Alberta's mission to transform government with AI
04:28 Why every government faces the same AI challenge
07:53 About Info-Tech
08:33 The vision for AI-driven government
10:33 AI Academy: Training 30,000 public servants
12:12 Building thousands of AI applications
15:25 The future of AI agents in government services
17:03 Beyond AI tools: Building an AI strategy
18:07 AI factories, compliance & software development
23:53 Overcoming bureaucracy with builder culture
30:35 Saving $2 million every week with AI
32:19 The velocity papers explained
37:02 AI factory, AI garage & government modernization
42:25 Open-Source AI tools changing government
48:18 Where organizations should start with AI
54:34 The biggest AI myths leaders believe
55:16 Why Copilot isn't your AI strategy
57:44 Why subject matter experts drive AI success
01:02:19 Making AI safe without slowing innovation
01:08:28 Sovereign AI and Canada's AI future
01:15:08 Building Canada's AI ecosystem
01:16:20 Final thoughts
Connect with Janak:
LinkedIn: https://www.linkedin.com/in/janak-alford/
X: https://x.com/JanakAlford
Our links:
Visit our website: https://www.infotech.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast
Follow us on YouTube: https://www.youtube.com/@InfoTechRG - Is vibe coding the future of software development? Or is it just another AI buzzword?
In this episode, Geoff Nielson sits down with Laurence Moroney, former Head of AI Advocacy at Google and now Director of AI at Arm, to separate AI hype from reality and discuss what software development actually looks like in the age of generative AI.
This conversation takes a look at the future of coding, the rise of AI-generated code, and why claims that software developers are becoming obsolete miss the bigger picture. From vibe coding and enterprise AI to agentic AI and the evolving role of engineers, this Laurence and Geoff look at how AI is reshaping software development, and why the best developers will become even more valuable by moving up the value chain.
Subscribe for weekly conversations on the future of technology, artificial intelligence, and innovation. Comment below: Do you think vibe coding has a place in your professional workflow?
In this episode:
00:00 Intro
01:16 Has the AI bubble burst?
04:44 AI hype vs. real business value
09:21 Why AI should become invisible
12:30 The biggest AI myths leaders still believe
16:15 Will AI replace software developers?
19:28 Why developers are moving up the value chain
20:54 The rise of "ephemeral" software
26:34 Enterprise use cases for disposable code
29:02 Is vibe coding ready for the enterprise?
32:10 Small AI models vs. large language models
35:46 Fine-tuning AI for enterprise success
38:17 Why companies still need engineers
41:57 The future role of developers, CIOs & CTOs
45:09 How developers can future-proof their careers
47:09 Should students still study computer science?
49:09 Does AI create 100x developers?
51:20 What is Agentic AI?
57:06 Building enterprise AI the right way
1:02:11 AI hardware and Arm's vision
1:05:18 Advice for technology leaders
1:07:05 The future of Sovereign AI
1:14:30 Final thoughts
Connect with Laurence:
LinkedIn: https://www.linkedin.com/in/laurence-moroney/
X: https://x.com/lmoroney
Facebook: https://www.facebook.com/laurence.moroney
Our links:
Visit our website: https://www.infotech.com/?utm_source=youtube&utm_medium=social&utm_campaign=podcast
Follow us on YouTube: https://www.youtube.com/@InfoTechRG
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The Next Industrial Revolution is Already Here
Digital Disruption is where industry leaders and experts share insights on leveraging technology to build the organizations of the future.
As intelligent technologies reshape our lives and our livelihoods, we speak with the thinkers, the doers and innovators who will help us predict and harness this disruption. Join us as we explore how to adapt to and harness digital transformation.
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