Entries by Ben Carbonneau, Senior Analyst

What Enterprise IT Leaders Are Prioritizing Next: Insights from TBR’s Infrastructure Strategy Survey

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Enterprise IT organizations are entering a new phase of infrastructure transformation. While AI remains a major catalyst for investment, organizations continue to balance modernization initiatives with ongoing pressure to optimize costs, improve operational efficiency and prepare infrastructure for increasingly complex hybrid environments.   TBR’s Infrastructure Strategy Customer Research, based on a survey of U.S. enterprise […]

Lenovo’s AI-native Support Services Transformation: From Reactive Support to Intelligent Service Orchestration

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Enterprises 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

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Advancing 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.

HPE’s AI Infrastructure Strategy Takes Shape as Juniper Moves to the Center

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HPE’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.

From Ecosystem to Execution, NVIDIA Shapes How AI Is Built and Run

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NVIDIA’s increasing emphasis on physical AI signals that the company’s ambitions extend well beyond digital workloads. By linking its agent software stack with simulation, robotics and autonomous systems, NVIDIA is positioning itself as the foundational platform for both virtual and real-world AI applications. GTC 2025 established the importance of inference, and GTC 2026 clarified that the next phase of AI will be defined by agents, and NVIDIA is building the infrastructure to power them from end to end

Supply Chain Threatens the Rise of AI PC in 2026

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AI PC Ambitions Face an Unforgiving Reality of Memory Constraints and Budget Pressure For the PC industry, 2025 was the year that the end of Windows 10 support would drive a massive PC refresh cycle. As part of this refresh, AI PCs, devices with neural processing units (NPUs) designed to execute AI and machine learning […]

Lenovo Aims to Become a Global Solutions Provider through Strategic Partnerships and AI-driven Innovation

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While Lenovo’s portfolio and go-to-market strategy may differ slightly by geography, the company’s pocket-to-cloud and One Lenovo initiatives remain the same around the world and are the basis for the company’s differentiation in the market — a theme during every session of the conference. From smartphones to servers, Lenovo is vying for share in every segment, and by investing in the unification and openness of its portfolio, whether it be through the development of homegrown software or new ecosystem partnerships, the company is positioning to grow in the AI era. Changing its perception from a PC powerhouse to a solution provider remains one of Lenovo’s largest challenges, but the company’s work in sponsoring and supporting FIFA and F1 with its full-stack technology capabilities demonstrates its willingness to invest in overcoming this hurdle.