Entries by Catie Merrill, Senior Analyst

PwC Positions Trust and Cybersecurity as Pillars for Success in AI and Business Transformation

PwC’s fundamental value proposition around trust and client intimacy reflects the firm’s strong governance, risk and compliance (GRC), cybersecurity and technology capabilities. TBR views risk and cybersecurity offerings as natural enablers for client discussions around business model reinvention and — when complemented by credible customer zero use cases across multiple domains, including AI — an extension of trust throughout a client’s ecosystem.

GenAI, IT Modernization and Strategic M&A Drive Infrastructure as a Service and Platform as a Service Growth

Top hyperscalers Amazon Web Services (AWS) and Microsoft are capturing legacy Oracle and SAP workloads as customers continue to migrate to the cloud to not only outsource their IT operations but also drive lasting business value. Though the geopolitical outlook is increasingly uncertain, we expect customers will continue to prioritize more traditional “lift and shift” migrations, and steps vendors are taking to deliver more integrated solutions could help.

GenAI in 2025: Revolutionizing Agencies and Reshaping Ecosystems

after two years of GenAI disruption, a clear trend is emerging across the ecosystem: strategic partnering is becoming essential. Companies such as McKinsey & Co, Wipro, Dell Technologies, Amazon Web Services (AWS) and NVIDIA are adopting this approach, recognizing that no single organization can deliver comprehensive GenAI-enabled solutions alone. Instead, success increasingly depends on leveraging the technology and expertise of ecosystem partners.

What to Expect: Cloud Provider Market Share Through 2027

TBR expects to see incremental strengthening of the professional services capabilities of hyperscalers as well as traditional software players; however, professional services companies, along with India-centric players, have demonstrated their ability to scale vast talent benches to serve clients and act as go-to partners for the biggest cloud vendors.

Oracle’s Path to $100B+: Unlocking Growth with Multicloud Strategy

With multitenant OCI, Dedicated Regions, Cloud@Customer and Oracle Alloy, Oracle has quickly emerged as one of the most flexible, delivery-agnostic IaaS vendors on the market. The other big component of Oracle’s “infrastructure anywhere” vision is multicloud, in which customers can run Oracle databases as native services hosted in the data centers of Oracle’s biggest hyperscaler competitors.