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Extreme Connect 2026 Showcases Coherent AI-centric Vision, but Long-term Differentiation Will Depend on Sustained Execution
/by Stephanie Long, Senior AnalystExtreme Connect 2026 demonstrated that Extreme Networks is evolving toward a more AI-centric operational platform strategy centered on Platform ONE and its underlying fabric architecture. The company presented a comparatively cohesive vision while also showing tangible execution momentum through continued revenue growth and accelerated feature delivery. However, it is worth noting that the general availability of Agent ONE Operator is more than six months away and has yet to be announced for Extreme Exchange. This is a long time to wait for actionable customer proof points, especially in the AI market. Although these new solutions were shown as demos and not presented as slides — suggesting the capabilities exist — the time-to-market gap is notable.
Closing the Gap: The Power of Agentic AI in the Persistent Value Pyramid
/by Alex Demeule, Senior AnalystThe AI market is not failing to meet its promise, but it is still early in translating that promise into broad-based economic value. Three years into the GenAI cycle, the largest pools of revenue remain concentrated in the infrastructure layers required to train, deploy and scale frontier models. That concentration is rational given the scale of compute demand, but it is not a sustainable end state if AI is to become a true enterprise productivity platform.
The Fragmentation of AI Infrastructure: 3 Forces Reshaping the Market
/by Ben Carbonneau, Senior Data AnalystAs divides deepen, the AI infrastructure market is effectively splitting into distinct segments with different buyers, economics and competitive dynamics. Vendors and customers that continue to treat AI infrastructure as a single, homogeneous market risk misallocating capital, overestimating growth opportunities and underestimating emerging competitive threats.
Next 2026: Lakehouse and Agentic PaaS Push Google Cloud Closer to the Center of AI Value Creation
/by Catie Merrill, Senior AnalystAll hyperscalers tout themselves as “full-stack” to a degree, but Google Cloud’s distinct advantage is that it owns a leading frontier model, Gemini. Having Gemini deeply embedded throughout the portfolio creates a powerful flywheel effect that lets Google Cloud monetize AI in ways others cannot. At the same time, the value is shifting from the AI models themselves to how those models work with a growing set of tools and data to create value. From a repackaged PaaS layer to a revamped data stack, announcements at Google Cloud Next 2026 reinforce that this will be the company’s next chapter.
Comcast Business Advances its Enterprise Strategy Through AI-driven Innovation and Ecosystem Expansion
/by Steve Vachon, Senior AnalystThe 2026 Comcast Business Analyst Conference highlighted the company’s evolution from a connectivity-focused provider to a solutions-oriented partner for enterprise customers. Comcast Business’ ability to surpass $10 billion in annual revenue and sustain double-digit enterprise growth underscores the effectiveness of its upmarket strategy, supported by acquisitions, global partnerships and an expanding portfolio of value-added services.
From Ecosystem to Execution, NVIDIA Shapes How AI Is Built and Run
/by Ben Carbonneau, Senior Data AnalystNVIDIA’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
KPMG Collaborates with Microsoft to Develop Governed Agent Operating Model at Scale
/by Bozhidar Hristov, Principal AnalystKPMG appears to be attempting to move the competitive battleground from implementation speed to governed operations. If the market evolves in this direction, partners and competitors will need to clarify their roles and demonstrate credibility in an environment where agentic transformation is treated less as a discrete project and more as a continuously governed system.
Moving from Use Cases to AI Value: Infosys Focuses on Portfolio, Partner and Talent Readiness
/by Bozhidar Hristov, Principal AnalystUsing client stories amplified through technology partner support to reinforce Infosys’ role in the IT services, cloud and enterprise AI market, Infosys executives consistently note that enterprise AI success depends on combining strong data foundations, responsible governance, talent transformation, domain-specific use cases and partner-led execution, which can help turn AI from isolated experimentation into measurable business value.
PwC Australia Demonstrates AI Really Does Equal Transparency and Trust
/by Patrick Heffernan, Practice Manager and Principal AnalystExplore TBR’s top takeaways from PwC Australia’s February analyst day, highlighting leadership strategy, client case studies, manager-level perspectives that demonstrate how the firm’s culture, values and strategic priorities translate into real client impact across Australia and New Zealand.
5 Ways Neocloud Will Disrupt the Original Cloud Disruptors
/by Allan Krans, Practice Manager and Principal AnalystThe most direct and visible impact of neocloud providers will be the revenue they generate. The neocloud market is estimated to have surpassed $25 billion in 2025, representing triple-digit growth year-to-year. That presents a significant opportunity and represents one of the fastest-growing segments of the overall cloud market. However, there is overlap, as many hyperscalers are also the largest neocloud customers, and the fact that this group of companies is capturing tens of billions of dollars and growing at a rapid pace is a complicating factor in the market. CoreWeave, for instance, earns nearly $2 billion in revenue each quarter, a figure that is roughly doubling year-to-year.