Arm-based PC Chips and AI LLMs: Expected Implications for PCs in 2024

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Join Senior Analyst Ben Carbonneau, Research Analyst Alek Maxfield and Principal Analyst Ezra Gottheil Thursday, Nov. 30, 2023, at 1 p.m. EST/10 a.m. PST for a 30-minute live discussion and Q&A on the latest developments in AI large language models (LLMs) for PCs, including a deep dive into Microsoft Copilot, which is slated for general availability in November 2023. This update will build on the AI PC trends and predictions introduced during TBR’s last devices-focused Insights Live event (view now).

 

Additionally, the team will discuss reports that NVIDIA and AMD are working on separate ventures to create Arm-based PC chips to power Windows machines. Traditionally, most Windows-based PCs have run on x64 or x86 processors manufactured by Intel and AMD. And while Arm-based PCs have been brought to market over the years, these machines lacked in general functionality. And TBR’s expectations for success of these ventures and the impact on the PC market as a whole.

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In This FREE Session on Arm-based Chips and AI LLMs You’ll Learn:

  • Expectations for the PC market in 2024, including how gradually shifting undercurrents will effect the market
  • TBR’s view on Arm-based PC systems on a chip and their impact on the future of the PC market
  • Update on AI PC trends and predictions discussed in previous TBR Insights Live session

 

 

TBR webinars are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous webinars can be viewed anytime on TBR’s Webinar Portal.

For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

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Private 5G Market Expectations Through 2027

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Spend on 5G and LTE private cellular network infrastructure will grow at a TBR-projected CAGR of 12.6% from 2022 to 2027 to reach $8 billion. Governments and large enterprises in key developed markets (especially the U.S. and China) are driving the majority of the private 5G network market.

 

Consulting & systems integration (C&SI) companies are playing a key role in bringing their ecosystems to bear in private cellular network engagements to help business entities realize their digital transformation goals. TBR expects the private 5G market to scale as more compatible endpoint devices are commercialized and key 3GPP standards are ratified. Due to these issues, the market ramp-up will be more gradual than previously anticipated.

 

Join Principal Analyst Chris Antlitz on Thursday, Nov. 16, 2023, at 1 p.m. EST/10 a.m. PST for a 30-minute discussion on TBR’s latest private cellular networks research. Don’t miss this opportunity to ask how market developments will impact your strategy over the next few years!
 

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In This FREE Session on Private 5G Market Expectations You’ll Learn:

  • Which verticals are driving spend on private cellular networks
  • What uses cases are seeing market traction
  • What role C&SIs are playing in the private cellular networks market

 

 

TBR webinars are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous webinars can be viewed anytime on TBR’s Webinar Portal.
 
For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].
 
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GenAI, the Maturing Digital Transformation Market and Ecosystems: Buyer and Vendor Implications

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With buyers trying to extract the most ROI from their existing digital estates, new opportunities enabled by generative AI (GenAI) compel them to seek advice and support from IT services vendors on what is possible. Vendors, on the other hand, must navigate the current market complexities wrapped in macroeconomic headwinds and evolve their own business models with minimum disruption as they try to capitalize on GenAI-enabled digital transformation services.

 

Join TBR Thursday, Nov. 9, 2023, for a 30-minute deep dive and Q&A focusing on the latest developments in the digital transformation landscape. Principal Analyst and Practice Manager Patrick M. Heffernan and Principal Analyst Boz Hristov will discuss how recent trends have influenced upcoming research in TBR’s Digital Transformation: Voice of the Customer Research, Cloud Ecosystem Report and Adobe and Salesforce Ecosystem Report. Additionally, the pair will give an exclusive preview of research areas and topics TBR intends to focus on in 2024. Don’t miss out on this informative and valuable session!
 

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In this FREE session on GenAI in the digital transformation market you’ll learn:

  • State of the digital transformation market from buyers’ perspectives, including early insights into TBR’s November 2023 buyer survey results
  • How the partner ecosystem is evolving
  • How leading IT services firms are investing in and positioning GenAI

 

 

 

TBR webinars are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous webinars can be viewed anytime on TBR’s Webinar Portal.
 
For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].
 
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Will AI Hype Generate a Server Market Rebound?

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Post-pandemic, IT infrastructure vendors have experienced a challenging year, with the steepest decline in demand occurring in the general compute segment. At the same time, the rush to develop AI-based solutions and establish competitive advantages using AI has led to insatiable demand for AI-ready servers.

 

Join TBR Principal Analyst Angela Lambert and Analyst Jacob Fong Thursday, Oct. 26, 2023, for a 30-minute live discussion and Q&A on the implications of AI for the server market and how leading vendors are positioning for growth.
 

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In This FREE Session on AI’s Impact on the Server Market You’ll Learn:

  • Recent server market revenue performance and drivers
  • AI-centered go-to-market strategies being deployed by leading server vendors
  • How increasing demand for AI impacts TBR’s growth expectations for the server market through the end of 2023 and into 2024

 

 

 

TBR Insights Live is held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.

For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

WEBINAR FAQS

Key Trends Impacting the U.S. Telecom B2B Market

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Join Telecom Senior Analyst Steve Vachon Thursday, Sept. 28, 2023, for an in-depth, exclusive review of TBR’s latest research in the U.S. telecom B2B space. Key points of discussion will include financial and go-to-market performance of leading U.S. enterprise operators as well as recent key developments impacting the U.S. market.
 
TBR’s U.S. enterprise operator research stream details and compares the initiatives, strategies and performances of the largest U.S. operators, including AT&T, Verizon, Lumen Technologies, Comcast,
T-Mobile and Charter Communications.
 
In This FREE Session on U.S. Telecom B2B Market Trends You’ll Learn:

  • Key trends and developments impacting the business performance of U.S. enterprise operators and the competitive landscape
  • How U.S. operators are performing relative to each other across segments, including wireless and wireline services as well as large enterprises, SMBs and the public sector
  • How U.S. operators are positioning to capitalize on opportunities within key growth areas including fixed wireless access, multi-access edge computing and private cellular networks

 

Register now

 

 

Stay ahead of the competition with invaluable market and competitive intelligence for your industry with TBR Insights Live: Business Intelligence for Tech Insiders! Each session includes exclusive insights from our latest research and a Q&A portion with our seasoned subject-matter experts.
 
Can’t attend the live airing? That’s OK! A recording of each webinar and copy of the presentation deck is sent to all registrants the day after the live airing. Additionally, you can view any of our past webinars in our OnDemand Portal.

GenAI in the Cloud: Commercialization Hype vs. Reality

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It’s easy to get caught up in the hype around generative AI (GenAI), but TBR’s 1H23 Cloud Infrastructure & Platforms Customer Research has revealed several established use cases throughout the enterprise, from call center optimization to vulnerable code detection. With 73% of respondents indicating they are actively deploying GenAI or using it on a trial basis, demand is evident. Additionally, both hyperscalers and SaaS providers have quickly responded to the market’s interest by integrating GenAI solutions, underpinned by generic and domain-specific large language models (LLMs), into their cloud services.
 

Join Principal Analyst and Practice Manager Allan Krans, Senior Analyst Catie Merrill and Analyst Alex Demeule on Thursday, Sept. 21, 2023, for a discussion on GenAI’s expected impact on the cloud landscape going forward. The team will explore GenAI from the vendor point of view, examining how IaaS and SaaS providers are trying to develop, integrate and monetize GenAI solutions to unlock new streams of customer productivity and drive growth. The team will also break down what they’ve heard from customers on some of the challenges pertaining to GenAI and suggestions for how vendors can nurture their partner ecosystems to address concerns and fast-track adoption. 
 
In This FREE Session on GenAI in the Cloud Market You’ll Learn:

  • The GenAI strategies and approaches of both hyperscalers and SaaS providers
  • How cloud providers are using custom silicon to accelerate GenAI
  • What customers are saying, and a look into GenAI use cases

 

Register now

 

 

Stay ahead of the competition with invaluable market and competitive intelligence for your industry with TBR Insights Live: Business Intelligence for Tech Insiders! Each session includes exclusive insights from our latest research and a Q&A portion with our seasoned subject-matter experts.
 
Can’t attend the live airing? That’s OK! A recording of each webinar and copy of the presentation deck is sent to all registrants the day after the live airing. Additionally, you can view any of our past webinars in our OnDemand Portal.

AI Disruption and Hardware Refresh Cycles: What It Means for OEMs

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Demand for PCs and smartphones remains low due to ongoing market saturation resulting from pandemic-era supply and demand imbalances. Additionally, macroeconomic uncertainty has consumers scrutinizing their spending with increasing intensity, further eroding demand for other consumer electronics, such as tablets. However, generative AI (GenAI) has emerged as a revenue opportunity for IT vendors across various industries. For example, devices OEMs are employing certain portfolio strategies to better position themselves around GenAI and other increasingly demanding AI workloads.


In this TBR Insights Live session, Analyst Ben Carbonneau, Research Analyst Alek Maxfield and Principal Analyst Ezra Gottheil discuss the implications of recent industry developments on devices industry verticals, including PC, smartphone, tablet and smart devices.
 

In This Session Replay on the AI Disruption Among OEMs You’ll Learn:

  • How past and present macroeconomic conditions are impacting devices industry subsegments
  • Which portfolio strategies devices vendors are employing to take advantage of AI and to mitigate the effects of the industry downturn
  • How devices vendors are positioning around AI

 

Click the Red Arrow Below to Watch the Full Replay Now

 

 

 

Stay ahead of the competition with invaluable market and competitive intelligence for your industry with TBR Insights Live: Business Intelligence for Tech Insiders! Each session includes exclusive insights from our latest research and a Q&A portion with our seasoned subject-matter experts.

Can’t attend the live airing? That’s OK! A recording of each webinar and copy of the presentation deck is sent to all registrants the day after the live airing. Additionally, you can view any of our past webinars in our OnDemand Portal.

IT Infrastructure Strategy and Purchasing Trends in the Post-pandemic Era

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IT infrastructure vendors are experiencing conservative customer demand in the server and storage markets after nearly two years of record sales and profitability. At the same time, IT organizations are adapting to post-pandemic ways of working and adjusting their strategies to balance new business objectives, day-to-day operations and economic concerns.

In this TBR Insights Live session, Principal Analyst Angela Lambert and Analyst Jacob Fong Thursday, July 27, 2023, discuss IT infrastructure strategy and purchasing trends unearthed in TBR’s latest Infrastructure Strategy Customer Research report, which surveys 300 IT infrastructure purchase decision makers based in North America.

 

In This Session Replay on IT Infrastructure Strategy and Purchasing Trends You’ll Learn:

  • How IT infrastructure buyers are adapting to the post-pandemic era
  • The top priorities influencing IT infrastructure investments today
  • Strategies for IT infrastructure deployment over the next two years

 

Click the Red Arrow Below to Watch the Full Replay Now

 

 

Stay ahead of the competition with invaluable market and competitive intelligence for your industry with TBR Insights Live: Business Intelligence for Tech Insiders! Each session includes exclusive insights from our latest research and a Q&A portion with our seasoned subject-matter experts.

Can’t attend the live airing? That’s OK! A recording of each webinar and copy of the presentation deck is sent to all registrants the day after the live airing. Additionally, you can view any of our past webinars in our OnDemand Portal.

Bringing Cloud to the Biggest Buyer: Insights into the U.S. Federal Government Cloud Market

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No single IT services or technology buyer compares to the U.S. federal government, and for more than a decade, cloud technology providers have partnered with global systems integrators to pursue massive government opportunities.
 
Join Principal Analyst Allan Krans, Senior Analyst John Caucis and Principal Analyst Patrick M. Heffernan Thursday, June 15, 2023, for an in-depth discussion on cloud within the U.S. federal government. This webinar will include exclusive insights from TBR’s upcoming U.S. Federal Cloud Ecosystem Market Landscape, which looks at the strategies, partnering priorities and go-to-market behaviors of the largest cloud players and the most influential IT services vendors serving the U.S. federal government.

 

In This FREE Webinar on the U.S. Federal Government Cloud Market You’ll Learn:

  • How Amazon Web Services, Microsoft and Google are pursuing and winning opportunities with U.S. federal government agencies
  • How the largest federally focused IT services vendors, such as Leidos and Booz Allen Hamilton, position themselves as cloud professional services providers
  • Which trends in M&A, resource management and consulting will shape the U.S. federal cloud market for the rest of 2023 and into 2024

 

Register now

 

 

Previous TBR webinars can be viewed anytime on TBR’s Webinar Portal. For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

Telecom Infrastructure Services Market Expectations Through 2027

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Communication service providers globally are in the middle of a robust investment cycle led by 5G deployments and an influx of government funds that require significant spend on telecom infrastructure services (TIS). However, TBR believes spend is already post-peak, causing significant uncertainty for telecom vendors that also must contend with a shifting geopolitical landscape, inflation, and the challenges surrounding migrating network and IT applications to the cloud.

Join Senior Analyst Michael Soper Thursday, June 29, at 1 p.m. EDT/10 a.m. PDT for an in-depth, exclusive review of key findings in TBR’s Telecom Infrastructure Services Global Market Forecast 2022-2027.

 

In This FREE Webinar on Telecom Infrastructure Services Market Expectations You’ll Learn:

  • Key growth drivers and detractors expected in the TIS market through 2027
  • How government spend and geopolitics will influence the TIS market
  • Which vendors are positioned to capitalize on trends in the TIS market

 

Register now

 

 

Previous TBR webinars can be viewed anytime on TBR’s Webinar Portal. For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].