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Welcome to TBR’s blog, where you’ll find analysis and opinions on industry hot topics from our subject-matter experts.

Private cellular networks infographic

Hyperscalers are poised to disrupt the private cellular networks market over the next few years

Key insights Hyperscalers (especially Amazon, Google and Microsoft) intend to standardize, modularize and verticalize [private cellular networks (PCN)-related solutions inside their ecosystems, platforms and marketplaces, especially as it pertains to 5G and edge computing. Enterprise and government consumption of networking resources will ultimately come to resemble how IT resources are consumed via the cloud, and […]

Informatica returns to the public market with an emphasis on data democratization and hyperscale partnerships

Informatica’s fall 2021 launch, which consisted of a new cloud-native marketplace, automated data quality features and new data scanners, comes alongside the company’s return to the market in an $840 million IPO. The announces offerings, from new services to partner integrations, largely complement the Intelligent Data Management Cloud (IDMC) platform — the key announcement at […]

Big Blue and big government: Enhancing security and co-innovation operations improves IBM’s chances in the U.S. public sector

IBM is strengthening public sector resources in the U.S. to capture modernization opportunities While the public sector accounts for less than 10% of IBM’s revenue, in TBR’s estimates, IBM is expanding resources in the U.S. to ramp up activities. IBM developed its delivery capabilities for the U.S. federal sector by establishing the IBM Center for […]

Lenovo Turnkey Solutions: How Lenovo’s art of the practical enables clients to practice the art of the possible

New offerings built on a smart long-term strategy In advance of Lenovo’s Oct. 18 announcement of Lenovo Turnkey Solutions, executives with the company’s Industry Solutions group briefed TBR on elements of the new offering. In building the turnkey solutions, executives emphasized Lenovo’s continued focus in three critical areas: simplicity, core competencies and smart partnering. Keeping […]

Acquiring digital skills enables vendors to build local resources to expand revenues in APAC

Acquiring digital skills enables vendors to build local resources to expand revenues in APAC

Key Insights IT services vendors are ramping up activities around building local market resource capacity on top of locally sourced global IT services delivery resources that have existed for decades. Revenue growth leaders are eyeing opportunities to further penetrate the APAC market by leveraging digital design and creative capabilities to drive high-value opportunities. Hiring local […]

TBR projects CSP spend on edge compute infrastructure will grow at a 46.1% CAGR from 2020 to 2025 and reach $100B

TBR projects CSP spend on edge compute infrastructure will grow at a 46.1% CAGR from 2020 to 2025 and reach $100B

Key Insights The Big Nine hyperscalers will collectively outspend the combined outlays of telcos and cablecos on edge compute infrastructure before the middle of this decade.   All Big Nine hyperscalers are investing in the edge in some way. Amazon, Microsoft and Google have global ambitions for edge, though and the hyperscalers intend to partner […]

Quick Quantum Quips

Quick Quantum Quips: August quantum developments advance multiple rival architectures, with education and standards rising in importance

Welcome to TBR’s monthly newsletter on the quantum computing market: Quick Quantum Quips (Q3). This market changes rapidly, and the hype can often distract from the realities of the actual technological developments. This newsletter keeps the community up to date on recent announcements while stripping away the hype around developments. For more details, reach out […]