Robotics at CES, AI Data Center Spending, and Cybersecurity Outlook | TSG Ep. 995
Alan Shimel, Mike Vizard, Jon Swartz and Teri Robinson review the surge of robotics innovation unveiled at CES, noting how rapid improvements in sensing, mobility and autonomy are moving robots closer to real-world deployment across industries.
The gang then looks at the pace of data center investment aimed at supporting AI applications, as demand for compute, power and cooling continues to grow. The episode wraps with a discussion on whether cybersecurity spending is poised to rise in 2026, driven by expanding attack surfaces and increased regulatory pressure.
