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AltitudeIQ and the Coming Disruption of AI-powered Enterprise Automation
/by Patrick Heffernan, Practice Manager and Principal AnalystIn late August, TBR met with AltitudeIQ Founder and CEO Acyr da Luz and AltitudeIQ Board Advisor Michael Yadgar to discuss the startup’s proprietary technology, its role within the technology ecosystem, and its potential to disrupt the broader IT services, consulting and AI space. This special report reflects that discussion as well as TBR’s ongoing research and analysis of SAP, IT services companies, consultancies and AI.
Could Responsible AI Spark Transformative Change at HCLTech?
/by Patrick Heffernan, Practice Manager and Principal AnalystHCLTech’s strengths lie in its engineering DNA; entrenched and well-managed client relationships; and extensive alliance partnerships, which include critical technology players and even HCLTech competitors. Playing to those strengths has been one element separating HCLTech from IT services peers in the last few years, especially with respect to profitability. With a suite of AI Advisory Services, the company continues to follow its proven strategy: focus on core values, deliver relentlessly, partner smartly, and expand within an existing client base.
Grant Thornton Expands Its Oracle Practice Through Leadership, Industry Expertise and AI
/by Patrick Heffernan, Practice Manager and Principal AnalystTBR believes Grant Thornton has built a differentiated Oracle practice around senior leadership, direct field access, and focused industry investment, all centered on midmarket clients. Grant Thornton has Oracle breadth without bloat, connecting finance, human capital management (HCM) and supply chain with tax, risk, cyber and industry advisory while keeping experienced leaders close to the work.
Lenovo’s AI-native Support Services Transformation: From Reactive Support to Intelligent Service Orchestration
/by Angela Lambert, Principal Analyst and Practice ManagerEnterprises are under pressure to do more with less. Infrastructure estates are becoming more complex, user expectations are rising and support organizations are being asked to deliver faster, more personalized and more consistent support across varying geographies, device types and service channels. TBR’s 2026 Infrastructure Strategy survey reflects this operational burden, with 66% of respondents agreeing or strongly agreeing that most of their team’s time is spent trying to keep up with day-to-day tasks. Additionally, according to respondents, shortages of skilled IT staff remain a major compounding constraint. The result is a widening gap between what customers expect from support services and what traditional operating models can consistently deliver.
AMD Enters the Execution Phase of its Full-stack AI Strategy
/by Ben Carbonneau, Senior AnalystAdvancing AI 2026 showed that AMD has assembled the architecture and road map required to compete at rack scale. Helios connects the company’s GPUs, CPUs, networking and software into a system-level platform, while expanding partnerships with Microsoft, OpenAI, Anthropic and Meta provide credible paths to large deployments. ROCm.ai gives AMD a new way to reduce the engineering effort required to bring up and optimize applications on Instinct GPUs. Agentic workloads also expand the AI-driven opportunity for EPYC beyond its role as a host CPU for accelerators, allowing AMD to address the agent sandboxes, applications, databases and data services surrounding GPU inference.
Global Analyst Summit 2026: Value Creation Through Operating Model Transformation Â
/by Kelly Lesiczka, Senior AnalystAs consulting continues to evolve due to AI’s influence on business models and day-to-day operations across enterprises, EY’s leaders discussed how the firm is adapting its approach to guide clients through uncertainty and increased speed of change, and introduced featured clients, giving them an opportunity to share their experiences. The client stories emphasized the speed at which they need to navigate market changes and their desire to work with a long-term partner such as EY to guide the transformation as well as to create an ecosystem of vendors that support their end goals. The notion of value was consistent throughout the event, as the firm seeks to reconfirm its positioning in the consulting space despite ongoing market uncertainty about consulting’s future relevance.
Are Hyperscalers Really Competing for Services Revenue?Â
/by Jill Cookinham, Research AnalystTBR has consistently highlighted hyperscalers’ professional services units, despite their relatively small revenue streams, as potentially credible threats to IT services companies. Hyperscalers do not intend to displace global system integrators (GSIs) in consulting or managed services, but their growing services capabilities create more margin pressure for (and anxiety among) the GSIs each quarter. This report examines where hyperscalers’ professional services units overlap with GSIs’ and how their roles continue to evolve, beginning with comparison of the companies’ services operating models.
PwC India Moves From a Growth Market Story to an AI-enabled Execution Engine
/by Bozhidar Hristov, Principal AnalystPwC India Analyst Summit 2026’s tagline themes — trust, AI and impact — could have easily become broad consulting slogans. Instead, PwC India grounded them in client examples spanning cybersecurity, privacy, SAP, Oracle, data transformation, AI platforms, consumer growth, steel manufacturing, GCCs and public sector digital infrastructure. The result was a clearer view of how PwC India wants to compete: not by selling AI experiments or strategy road maps alone, but by combining technology partnerships, industry knowledge, delivery scale and outcome-focused accountability.
Forward-deployed Engineers: The Last Mile of the AI Value Chain
/by Alex Demeule, Senior AnalystIn TBR’s opinion, the decision to pursue a more embedded services posture with FDEs suggests two things: Agentic AI technology has reached a point where vendors are willing to raise the stakes and work directly with customers to enable hands-on adoption support, and AI value remains very hard to deliver. By putting boots on the ground, vendors are betting that the right FDE paired with the customer’s technical talent can identify the opportunities for agentic automation that overcome these adoption hurdles, expand usage, and convert AI experimentation into repeatable commercial value.
HPE’s AI Infrastructure Strategy Takes Shape as Juniper Moves to the Center
/by Ben Carbonneau, Senior AnalystHPE’s Discover message was broad, but the structure was clear. The company is repositioning around AI infrastructure architecture, with networking serving as the foundation, GreenLake as the hybrid operating layer, Private Cloud AI as the governed agentic AI platform and partners as the scale mechanism to bring the combined HPE and Juniper portfolio to market. Discover announcements showed that HPE possesses the pieces needed to build an AI infrastructure and is beginning to connect them. The next question is whether HPE can turn that architecture into easier buying motions, faster deployments and measurable production outcomes for customers.