Penguin Solutions' Bespoke Advantage in AI Buildout
Emerging AI-hardware technologies are poised to reshape data centers. Penguin Solutions CTO Phil Pokorny joins Bloomberg Intelligence analyst Woo Jin Ho to discuss how the company’s bespoke engineering approach, which blends deep technical expertise with differentiated hardware and software, helps enterprises, neo-clouds and sovereign entities tackle the complexity of AI deployments across markets. The conversation also explores what it will take to stay ahead in the next phase of AI-infrastructure growth.
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Rafay CEO on Orchestrating AI Infrastructure
AI infrastructure is becoming central to enterprise innovation as companies seek faster app delivery and efficient use of computing resources. In this episode of the Tech Disruptors podcast, Rafay Systems CEO Haseeb Budhani joins Bloomberg Intelligence senior software analyst Sunil Rajgopal to discuss how Rafay helps enterprises and emerging cloud providers simplify AI deployment, optimize infrastructure costs and deliver scalable, developer-friendly experiences. The conversation highlights Rafay’s consumption-based model and focus on orchestration and automation, as well as its growing role in enabling enterprises to build and monetize AI-driven platforms.
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AWS Gears up for Agentic Shopping
How will agentic AI change the way we shop and reshape retailers’ go-to-market strategies? AWS’s David Dorf joins Bloomberg Intelligence analysts Poonam Goyal and Anurag Rana on this episode of the Tech Disruptors podcast to discuss intelligent agents’ growing impact on retail. Dorf explains how these AI “interns” can reason, use tools, act autonomously and even collaborate, unlocking new possibilities across retail operations. From multi-agent pricing systems and associated task automation to smarter supply chains, retailers are already beginning to apply this next wave of AI. The conversation also explores shopper-facing shifts such as agent-led checkout; answer engines like Rufus, Perplexity, OpenAI and Google; and the ripple effects on advertising, loyalty and answer-engine optimization.
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Docusign CEO on AI, IAM and Software’s Future
“We’re the only vendor that really provides that end-to-end suite and the scale and reach that Docusign has — we’re able to do this across an incredibly large customer universe.” Docusign CEO Allan Thygesen tells Anurag Rana, Bloomberg Intelligence senior technology analyst. “We’re passing 100 million customer contracts uploaded and extracted with AI.” On Thygesen’s second visit to the Tech Disruptors podcast, the two recap the advancements Docusign has made since he was last on in 2023. The discussion covers a broad set of growth initiatives for Docusign including its Intelligent Agreement Management (IAM) and AI products, international and US Federal. Thygesen and Rana also debate the fate of the broad software industry and the seat-based pricing model in the age of AI.
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AWS Infrastructure in the Era of AI Workloads
“The line between AI workload and non-AI workload is getting blurrier by the day.” Prasad Kalyanaraman, VP of AWS Infrastructure Services, talks with Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence, about what actually changes as AI scales. Prasad lays out the realities behind “AI data centers”: denser accelerators, non-blocking training networks, and modular in-chip liquid cooling. Underneath, the data-center basic priorities hold -— security as job zero, plus availability, performance, and cost. He also explains why clusters must be fungible between training and inference so accelerators and power never sit idle, and how AWS retrofits existing regions rather than treating AI as a separate build.
Tech Disruptors by Bloomberg Intelligence features conversations with thought leaders and management teams on disruptive trends. Topics covered in this series include cloud, e-commerce, cybersecurity, AI, 5G, streaming, advertising, EVs, automation, crypto, fintech, AR/VR, metaverse and Web 3.0.
This podcast is intended for professional investors only. It is being prepared solely for informational purposes only and does not constitute an offer or investment advice.
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