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**AI and rapid technological change are reshaping industries** ,from data centers and media to mobility and cybersecurity, creating new opportunities alongside emerging risks.
##  Special Reports
[![The AI and labor landscape 2026: Increased investment, persistent productivity gains and a recalibrated employment outlook](https://spglobal.scene7.com/is/image/spglobalcom/spg-black%20and%20white-monochrome-workspace-desk-focus?$responsive$) S&P Global - Special Reports The AI and labor landscape 2026: Increased investment, persistent productivity gains and a recalibrated employment outlook S&P Global PMI data reveals AI's net negative employment impact in 2026. Explore workforce displacement trends, adoption rates and the jobs outlook. ](https://www.spglobal.com/en/research-insights/special-reports/ai-impact-on-employment-2026)
[![Closing the Gap: Financial Supervisors’ AI Adoption  ](https://spglobal.scene7.com/is/image/spglobalcom/spg-architecture-atrium-spiral-staircase-building?$responsive$) S&P Global - Special Reports Closing the Gap: Financial Supervisors’ AI Adoption  Financial supervisors are balancing internal AI adoption with oversight of growing AI-related risks, accelerating the need for real-time, AI-enabled supervision. ](https://www.spglobal.com/en/research-insights/special-reports/closing-the-gap-financial-supervisors-ai-adoption)
[![Compute sovereignty: The strategic importance of digital infrastructure](https://spglobal.scene7.com/is/image/spglobalcom/spg-PCB-printed%20circuit%20board-IC-integrated%20circuit-electronics?$responsive$) S&P Global - Special Reports Compute sovereignty: The strategic importance of digital infrastructure With the rise of AI, compute sovereignty has become a strategic imperative, requiring control over key technologies to mitigate risks from dependency and geopolitical fragmentation. ](https://www.spglobal.com/en/research-insights/special-reports/compute-sovereignty-strategic-importance-of-digital-infrastructure)
[![AI won’t solve its own energy problem – and that might be fine](https://spglobal.scene7.com/is/image/spglobalcom/spg-network%20cables-server%20rack-technology-infrastructure-data%20center?$responsive$) S&P Global - Special Reports AI won’t solve its own energy problem – and that might be fine AI infrastructure is power-constrained today. The question is whether efficiency gains within the AI ecosystem — and across the broader economy — can eventually offset what AI consumes. But does it actually need to? ](https://www.spglobal.com/en/research-insights/special-reports/ai-energy-problem-why-it-might-be-fine)
[![China’s dual industrial mandate: Autonomy and productivity](https://spglobal.scene7.com/is/image/spglobalcom/Corp_0420_ChinasDualIndustrialMandate?$responsive$) S&P Global - Special Reports China’s dual industrial mandate: Autonomy and productivity This report examines how this dual mandate will drive the evolution of China’s industrial policy over the medium term. It also examines the key challenges and implications for sectoral upgrading and global supply chains. ](https://www.spglobal.com/en/research-insights/special-reports/china-dual-industrial-mandate)
[![Whether you call it 'sustainability' or 'energy autonomy,' AI needs solar and wind](https://spglobal.scene7.com/is/image/spglobalcom/spg-wind%20turbine-renewable%20energy-clean%20energy-wind%20power-turbine?$responsive$) S&P Global - Special Reports Whether you call it 'sustainability' or 'energy autonomy,' AI needs solar and wind AI demand is elevating renewables as Big Tech drives massive clean energy procurement, even amid policy rollbacks, with security concerns and new regulations adding further momentum. ](https://www.spglobal.com/en/research-insights/special-reports/ai-needs-solar-wind-sustainability-energy-autonomy)
[ Explore All Reports ](https://www.spglobal.com/content/spglobal/corporate/us/en/research-insights/special-reports#AllReports)
##  Latest Research
[ S&P Global Market Intelligence | Research Sep 15, 2026 Dallas Cowboys top inaugural Kagan NFL valuations at $15.4B The analysis places the Cowboys' value at $15.36 billion, followed by the New York Football Giants Inc. and The Los Angeles Rams, LLC at $12.2 billion and $11.5 billion, respectively. By Iuri Struta, [Justin Nielson](https://www.spglobal.com/content/spglobal/corporate/us/en/who-we-are/about-sp-global/our-people/justin-nielson), [Scott Robson](https://www.spglobal.com/content/spglobal/corporate/us/en/who-we-are/about-sp-global/our-people/scott-robson), [Richard Berndes](https://www.spglobal.com/en/who-we-are/about-sp-global/our-people/richard-berndes), Michael Johnson, and [John Paul O’Sullivan](https://www.spglobal.com/content/spglobal/corporate/us/en/who-we-are/about-sp-global/our-people/jp-o-sullivan) Technology & Media ](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/dallas-cowboys-top-inaugural-kagan-nfl-valuations-at-dollar154b)
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[ S&P Global | Newsletter Sep 14, 2026 Global Hydrogen Uptake; Rapid Employment Growth; and AI Capital Spending Impacts Monday, September 14, 2026 — Read today's Daily Update about surging global hydrogen uptake driving clean energy transitions, rapid employment growth trends reshaping labor markets, and the significant impacts of increased AI capital spending on global industries. Artificial IntelligenceEconomy ](https://www.spglobal.com/en/research-insights/market-insights/daily-update-sep-14-2026)
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[ S&P Global Market Intelligence | Research Sep 13, 2026 The Foundation Behind Every AI Agent AI agents may drive automation, but systems of record provide the trusted home where data, governance and industry standards come together. ![Krishna Vinjamuri](https://www.spglobal.com/content/dam/spglobal/mi/en/images/contact-headshots/Krishna-Vinjamuri.jpg) By Krishna Vinjamuri Capital MarketsFinancial ServicesArtificial Intelligence ](https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/09/the-foundation-behind-every-ai-agent)
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[ S&P Global Market Intelligence | Blog Sep 11, 2026 NFL shared revenue tops $14B as media opt-out rumors, global ambitions persist Analysis of the economics of the NFL’s current media-rights agreements, potential shifts in future negotiations, international expansion, consumer insights and more. ![Michael Johnson](https://www.spglobal.com/content/dam/spglobal/global-assets/en/images/authors/michael-johnson-277x280.png) By [Michael Johnson](https://www.spglobal.com/content/spglobal/corporate/us/en/research-insights/experts/michael-johnson) Technology, Media & TelecomTechnology & Media ](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/nfl-shared-revenue-tops-14b-as-media-opt-out-rumors-global-ambitions-persist)
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[ S&P Global Market Intelligence | Blog Sep 11, 2026 College Football returns with secure media deals and new eras for Pac-12, MWC Analysis of the economics surrounding the top conferences in college sports, current media-rights agreements, news and notes around the College Football Playoff and more. ![Michael Johnson](https://www.spglobal.com/content/dam/spglobal/global-assets/en/images/authors/michael-johnson-277x280.png) By [Michael Johnson](https://www.spglobal.com/content/spglobal/corporate/us/en/research-insights/experts/michael-johnson) Technology, Media & TelecomTechnology & Media ](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/09/college-football-returns-with-secure-media-deals-and-new-eras-for-pac-12-mwc)
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##  Latest Technology & Innovation Podcasts
[ Next in Tech - S&P Global Energy Sep 08, 2026 Next in Tech | Ep. 284: AI Capital Spending Impacts The headlines around the levels of capital spending on AI have talked about financial market reactions and the impacts on balance sheets, but there are other effects this spending is having. Research director Brenon Daly returns to the podcast to talk about how reduced cash flow and dwindling reserves are hitting the M&A markets with host Eric Hanselman. Hyperscalers had been steady acquirers as they look to grow organically ](https://www.spglobal.com/energy/en/technology-ai-research-insights/podcasts/next-in-tech/next-in-tech-ep-284-ai-capital-spending-impacts)
[ Look Forward - S&P Global Sep 01, 2026 Look Forward | Episode 38: China’s Industrial Policy Reset: Autonomy and Productivity In this episode of the Look Forward podcast, host Naki Mendoza turns the tables on regular co-host Aries Poon, one of the lead authors of the research, to unpack what's actually changed in Beijing's industrial playbook — and why it matters for global supply chains, competitors, and policymakers. ](https://www.spglobal.com/en/research-insights/podcasts/look-forward/china-industrial-policy-reset-autonomy-and-productivity)
[ Next in Tech - S&P Global Energy Sep 01, 2026 Next in Tech | Ep. 283: Sustainable Energy and Data Center Demand We’ve talked extensively about the demand side of data centers and AI and it’s important to consider what’s taking place in sustainably addressing it. Analyst Tony Lenior returns to the podcast to discuss his recent research with host Eric Hanselman. Booming demand has raised concerns that hyperscalers and data center operators would abandon sustainability goals, but, while some timelines have been pushed back, they continue to be some of the largest buyers of renewable Power Purchase Agreements (PPA) and are driving carbon-free energy pursuits. ](https://www.spglobal.com/energy/en/technology-ai-research-insights/podcasts/next-in-tech/next-in-tech-ep-283-sustainable-energy-and-data-center-demand)
[ Next in Tech - S&P Global Energy Aug 25, 2026 Next in Tech | Ep. 282: Black Hat and DEF CON Security Conferences Labeled Security Summer Camp by some, the Black Hat and DEF CON security conferences have been the premier events for security researchers and practitioners. Analysts Dan Kennedy and Justin Lam returned from the heat of Las Vegas to discuss their take on what went down in the desert with host Eric Hanselman. More than 23,000 attendees were reported to be part of the sprawling Black Hat start to the week and DEF CON has grown to be its equal in size.  ](https://www.spglobal.com/energy/en/technology-ai-research-insights/podcasts/next-in-tech/next-in-tech-ep-282-blackhat-and-defcon-security-conferences)
[ Next in Tech - S&P Global Energy Aug 14, 2026 Next in Tech | Ep. 280: Claw and Agentic Optimization Adoption of AI has been dramatic, but the boost that the release of the OpenClaw agent technology delivered in November of last year was even more so. The mad rush to put agents to work has had wide ranging impacts, including market impacts on the supply of the venerable Mac Mini computer. That intensity and the need to manage the shockwaves agents are creating are what analysts Jean Atelsek and Marissa Incera joined host Eric Hanselman to discuss. ](https://www.spglobal.com/energy/en/technology-ai-research-insights/podcasts/next-in-tech/next-in-tech-ep-280-claw-and-agentic-optimization)
[ Next in Tech - S&P Global Energy Aug 04, 2026 Next in Tech | Ep. 279: IT Executive Qualifications The world of IT is filled with technical qualifications in all manner of disciplines. They’ve become an expected baseline for knowledge in broad fields like networking and security, as well as narrower, vendor-specific knowledge and skills. But what happens as IT leaders move up to more senior roles? Steve Clarke, cofounder and director of Freeman Clarke joins host Eric Hanselman to talk about the challenges that senior IT professionals have in establishing their bona fides as technical business people. The role of a CIO, CTO, CISO or CDO requires technical depth, but the more important part is the ability to integrate that knowledge with business operations. It’s not an easy transition to undertake and even more complicated to identify. Discussions that are taking place in the 451 Research 451 Alliance community brought up the idea of a business level certification process and how it would have to characterize that unique knowledge set. The Standard is an approach that Steve and his colleagues began to address this issue. The 451 Alliance membership is free and open to all qualified IT professionals and business leaders who want to contribute to industry-leading research. Members take anonymous online surveys in exchange for access to research results that power their IT strategy. ](https://www.spglobal.com/energy/en/technology-ai-research-insights/podcasts/next-in-tech/next-in-tech-ep-279-it-executive-qualifications)
[ Next in Tech - S&P Global Energy Jul 21, 2026 Next in Tech | Ep. 277: Technology in Space There is a dramatic push of technology into space. Low Earth Orbit (LEO) satellites are changing the broadband communications market and there’s speculation about putting data centers in orbit. Analysts Ellie Brown and Johan Vermij join host Eric Hanselman to look at the practical aspects of this push into a new frontier as a preview to their upcoming webinar. The cost of access to space has been dropping significantly, but there are many considerations that impact the viability of some of these plans. LEO satellite lifetimes are shorter than geosynchronous ones and the sustainability impacts of the launch volumes necessary to maintain multiple, massive constellations are daunting. Space is an attractive vantage point for observation with imaging to support geopolitical needs and ecological ends, like methane emissions tracking. Synthetic Aperture Radar (SAR) is piercing cloud and vegetation layers to reveal landscape details. Space-based data centers are seeing a lot of interest, but popular misconceptions about cooling capabilities may be adding more encouragement than is warranted. While space is “cold”, radiating heat is more complicated in its vacuum. The International Space Station, with a massive radiation system, rejects only 70 KW of heat, less than a few racks of equipment and much less than a typical GPU cluster. And the need to service equipment on orbit hasn’t been meaningfully addressed. Smaller satellites with distributed processing could pre-process data before it’s sent to earth, but that will require greater levels of coordination to manage the massive scale on which this would have to operate.  ](https://www.spglobal.com/energy/en/technology-ai-research-insights/podcasts/next-in-tech/next-in-tech-ep-277-tech-in-space)
[ Next in Tech - S&P Global Market Intelligence Jul 14, 2026 Next in Tech | Ep. 276: Quantum CEO Series: Andy Ory The popular image of quantum computers is the sparkling chandelier of the superconducting approach, but this next episode in our Quantum CEO series looks neutral atom quantum computers. Quantum analyst Ellie Brown returns to the podcast to join Andy Ory, the CEO of QuEra, to discuss their approach, the benefits of practical fault tolerant qubits and the advantages of quantum hubs that may have a dearth of beer with host Eric Hanselman. Neutral atom systems don’t require the ultra-low operating temperatures used for superconduction. They stabilize the atoms they’re using with lasers that still their motion. That free space setting allows simpler interaction between larger numbers of qubits that improves scaling of quantum computations. Stability reduces error rates and can improve the effectiveness of quantum error correction. ](https://www.spglobal.com/market-intelligence/en/news-insights/podcasts/next-in-tech/next-in-tech-ep-276-quantum-ceo-series-andy-ory)
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