The AI Forecast: Data and AI in the Cloud Era

The introduction of the first computer. The boom of the dotcom renaissance. Now, the dawn of AI. The throughline across each of these momentous inflections in our digital lives has been data. But the presence of data doesn’t mean immediate insights and results. It’s the architectures and systems in place that determine the true value—and trust—of data. In this podcast by Cloudera, The AI Forecast: Data and AI in the Cloud Era explores the past, present, and future of enterprise AI with today’s leading companies and industry experts. You don’t want to miss this.

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Episodes

6 days ago

Open lakehouse architecture is becoming the foundation for production AI and enterprise AI at scale. 
In this episode of The AI Forecast, Dipankar Mazumdar, Director of Developer Relations at Cloudera and co-author of the book “Engineering Lakehouse with Open Table Formats,” joins Paul Muller to explain why open lakehouse architecture is critical for moving from AI pilot to production AI. 
They break down: 
How Apache Iceberg and open table formats decouple storage from compute
How schema evolution enables change without costly data rewrites
How multiple engines can securely access the same data without duplication
How to prevent small-file performance bottlenecks
How to control AI compute costs at scale
How to embed governance, metadata, and data lineage into AI workloads 
Production-ready AI requires scalable data architecture and governance built in from day one. AI and GenAI pilots may be everywhere, but your architecture is what truly decides what survives.  
Stay in touch with Dipankar:  
Dipankar Mazumdar on LinkedIn: https://www.linkedin.com/in/dipankar-mazumdar/ 
Dipankar’s website: https://dipankarmazumdar.github.io/ 
Dipankar’s book on Amazon: https://www.amazon.com/Engineering-Lakehouses-Open-Table-Formats-ebook/dp/B0DKJD39X8 
 
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Wednesday Feb 25, 2026

For decades, success in baseball was built on instinct. Scouts trusted their guts and managers leaned on tradition, meaning experience and unwritten rules shaped decisions that often went unquestioned.
Then Billy Beane changed the game.
The former Executive VP of Baseball Operations for the Oakland Athletics and pioneer of the Moneyball philosophy joins host Paul Muller on this special episode of The AI Forecast. Together, they explore how evidence-based decision-making disrupted one of the most tradition-bound industries in the world. Billy shares how shifting from intuition to analytics made data the ultimate competitive advantage in baseball.
Drawing on hard-won lessons from the front office, he explains how constraints can fuel innovation, why challenging assumptions is essential to performance, and how organizations can use data to redefine the way decisions are made. From talent evaluation to resource allocation, Billy makes the case that optimizing for success means building systems that reward evidence over ego.
 
Want to hear more about data-driven strategy and transformation? Check out Episode 17: How to Win in the Data Economy with Jan-Willem Middleburg.
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Wednesday Feb 18, 2026

As telecom operators invest billions in next-generation networks, many are racing to deploy AI to cut costs and unlock new revenue. But beneath the push for automation and smarter infrastructure lies the deeper challenge of rethinking how connectivity itself should be trusted.
In this episode of The AI Forecast, Mike O’Sullivan, Head of Member Solutions at TM Forum, joins host Paul Muller to explore how autonomous networks could reshape customer experience and retention. Mike breaks down the financial pressure facing the industry from soaring network build costs, costly legacy systems, and flat revenues, and why cost reduction is only the first step in telecom’s AI journey.
Drawing on decades in the industry, Mike paints a clear picture: reactive telecom is out and self-optimizing, AI-powered networks are in. The future of telecom is adaptive and intelligent, and it depends on turning vast amounts of data into immediate, informed action.
If you enjoyed this conversation, check out Episode 56: When AI Moves Fast, Security Can’t Lag Behind with Jessica Hammond for more on real-time decisioning and regulated industry AI.
Stay in touch with Mike:
Mike O’Sullivan on LinkedIn: https://www.linkedin.com/in/mike-o-sullivan-35845b/
 
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Wednesday Feb 11, 2026

As AI and BI projects race to deliver quick wins, many organizations overlook what truly determines long-term success: the people behind the data.
In this episode of The AI Forecast, Jen Stirrup, author, speaker, and founder of Data Relish, joins host Paul Muller to dissect the difference between data literacy (reading the numbers) and data fluency (speaking the language of business). Jen challenges the industry’s obsession with AI FOMO, warning that rushing to deploy models on shaky cultural foundations is the fastest way to derail ROI.
Drawing on real-world data horror stories, she explains why tools alone cannot fix a broken culture and how mentorship, collaboration, and practical skills can empower teams to work independently and intelligently with data.
Listen in to discover:
Why poor data culture is the silent killer of AI ROI.
How to move your team from passive observation to active questioning.
Practical steps to build an environment where it is safe to challenge the data.
Did you enjoy this deep dive on data culture? Check out Episode 5: Data Doesn’t Have To Be So Complicated with Jordan Morrow for another perspective on the literacy debate.
Stay in touch with Jen: Jen Stirrup on LinkedIn: https://uk.linkedin.com/company/jenstirrupJen Stirrup’s AI and data books: https://jenstirrup.com/books/ 
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Wednesday Feb 04, 2026

Data complexity is the enemy of innovation. Adam Skotnicky, VP of Engineering at Cloudera and founder of Taikun (acquired by Cloudera), joins host Paul Muller to explain how engineering teams can reclaim simplicity without sacrificing flexibility or control.
Together they unpack why most teams are overwhelmed by tooling and operational overhead, how platform engineering can abstract complexity away from users, and what it really means to deliver “cloud-like” agility across hybrid environments.
For those dealing with hybrid cloud sprawl, or simply wanting your data platform to do more for you, this episode is a must listen.
Stay in touch with Adam: 
Adam Skotnicky on LinkedIn: https://www.linkedin.com/in/skotnicky/ 
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Wednesday Jan 28, 2026

AI is reshaping how sales teams find prospects, build relationships, and close deals. Frank O’Dowd, Cloudera’s Chief Revenue Officer, joins to discuss Cloudera’s approach to AI in the sales function. 
Frank details his philosophy, which is that rather than replacing the human touch, AI is helping sales professionals work smarter, offering insights, personalization, and efficiency at scale. It’s a complementary tool that can help sales teams make themselves relevant to their target audience.  As Frank says in the episode, “The person with the most information always wins.” 
Stay in touch with Frank: 
Frank O’Dowd on LinkedIn: linkedin.com/in/frank-o-dowd-262508 
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Wednesday Jan 21, 2026

One common cause of concern around AI is how its computing may negatively impact the environment.
In this episode of The AI Forecast, Julie Kae, VP of Sustainability and Social Impact at Qlik and Executive Director of Qlik.org, joins host Paul Muller to reframe the conversation: when designed intentionally, AI isn’t a threat to ESG: it can be one of its most powerful enablers.
Drawing on more than 15 years leading data-for-good initiatives, Julie explains how AI and analytics can help organizations reduce waste, lower emissions, and create measurable social impact, without sacrificing profitability. She shares real-world examples from global nonprofits, climate initiatives, and purpose-driven enterprises, illustrating how better data, not perfect data, is often the key to progress.
The conversation also explores how by integrating sustainability, diversity, and social impact into AI as core infrastructure, businesses can create meaningful change that extends beyond profit. 
Stay in touch with Julie: 
Jessica Hammond on LinkedIn: https://www.linkedin.com/in/juliekae/ 
Qlik’s website: https://www.qlik.com/us 
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Wednesday Jan 14, 2026

As AI adoption accelerates, so do the risks. In this episode of The AI Forecast, Jessica Hammond—Senior Director Product Management of GenAI at Protegrity—joins host Paul Muller to unpack how organizations can move fast with AI without compromising security, privacy, or compliance.
Drawing on her background in product, engineering, security, and compliance, Jessica explains why sensitive data exposure is one of the most underestimated risks in AI systems—from user-generated inputs leaking PII to agents inheriting permissions they shouldn’t have. She walks through how field-level data protection, policy-based controls, and governance embedded directly into the AI pipeline can protect data transparently, without slowing developers or re-architecting applications.
The conversation also explores why governance can’t be bolted on at the end, how data protection impacts AI evaluations and non-deterministic outputs, and what it really takes to secure AI across hybrid and multi-cloud environments. 
Stay in touch with Jessica: 
Jessica Hammond on LinkedIn: https://www.linkedin.com/in/jessicalhammond/ 
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Wednesday Jan 07, 2026

The AI Forecast welcomes back John Santaferraro, host of The Digital Analyst Podcast and CEO of Ferraro Consulting, for a candid  look at what’s really coming next for AI in 2026.
John argues that despite nonstop headlines, most organizations are still dabbling with AI, not truly using the technology. He predicts that 2026 will be defined by AI literacy, strategic adoption, and a shift away from trivial use cases toward executive-level decision support. John and host Paul Muller explore why private AI will become essential for protecting intellectual property, how asking the right questions may soon matter more than having the right answers, and why agentic AI is poised to fail loudly before it succeeds.
The discussion also dives into data and agent governance, the coming wave of platform and data unification, and why causal AI—not just GenAI—may unlock the next leap in predictive power. 
If you’re planning your AI strategy for 2026, this conversation will help you separate signal from noise and prepare for what’s next.
Stay in touch with John: 
John Santaferraro on LinkedIn: https://www.linkedin.com/in/johnsantaferraro/ 
The Digital Analyst Podcast: https://www.youtube.com/playlist?list=PLivd8WaRu-XkJsuP8YAtk8T1QYRYlEkD5  
Ferraro Consulting: https://www.ferraroconsulting.com/ 
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Monday Dec 29, 2025

In this episode of The AI Forecast, Anu Jain, founder and CEO of Nexus Cognitive, joins host Paul Muller to introduce a transformative idea: AI doesn’t have a last-mile problem. It has a first-mile problem. While AI models and algorithms can scale instantly through the cloud, their success still depends on the quality, provenance, and readiness of the data that feeds them.
Drawing from his career spanning MicroStrategy, Deloitte, IBM Watson, Think Big Analytics, and now Nexus Cognitive, Anu explains why so many enterprise AI initiatives stall before production — not because of model complexity, but because data remains chaotic, siloed, and treated as an afterthought. 
Anu explores the shift from data as “exhaust” to data as a strategic asset, the rise of composable architectures, and why he believes every piece of data needs a “digital birth certificate” to anchor trust, context, and lineage.
Stay in touch with Anu:
LinkedIn: https://www.linkedin.com/in/anujain/ 
Nexus Cognitive: https://www.nexuscognitive.com/ 
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