Alan, Mike, JP Morgenthal and Stephen Foskett, president for The Tech Field Day arm of the Futurum Group, dive into reports that suggest Apple is gearing up to make a major artificial intelligence (AI) push starting next year before delving into the implications of some recent licensing changes that Microsoft is making to its volume discount plan for software-as-a-service (SaaS) applications.

Then the gang takes a look at data center location rates that have fallen yet again to an all-time low of 2.3% in the U.S.