With TBR’s IT Infrastructure market and competitive intelligence research, gain insights into financial performance, product and partner strategies of the world’s leading infrastructure vendors across server, storage, networking, hyperconverged and quantum computing markets.
TBR evaluates the intersection of infrastructure strategy and how vendors are adapting to broader industry trends, from evolving consumption models to expansion into edge and multicloud markets. Our IT infrastructure vendor analysis is complemented by customer research which details the strategies, priorities and challenges faced by infrastructure decision makers.
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Trends we’re watching in 2026:
- AI adoption at the edge
- Platform and network innovations advancing hybrid cloud and multicloud
- Supply chain impact on pricing and profitability
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Market & Competitor Benchmarks
Market and competitor benchmarks provide a comparison of vendor performance in a market, including analysis on vendor strategies, financial performance, go-to-market and resource management. The research graphically portrays comparisons of vendors by myriad metrics, calling out leaders, laggards and business models. Defensible, data-informed views of market opportunity and operational best practices are highlighted in each publication. TBR also provides benchmark data in Excel pivot tables.
Current Market & Competitor Benchmarks:
- IT Infrastructure Benchmark
Customer Research
Market Forecasts
Market Landscapes
TBR’s vendor reports, snapshots and profiles provide deep-dive analysis of a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies. Vendor performance is put in the context of market opportunity and competitive environment and our assessment shows where a vendor will success and its future market position.
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Dell Technologies World 2026 Highlights Dell’s Growing Leadership in Enterprise AI Infrastructure
/by Angela Lambert, Principal Analyst and Practice ManagerDell Technologies World 2026 reinforced the success of the company’s long-term AI strategy. While Dell Technologies (Dell) has spent the last three years aggressively ramping production to meet intense demand for infrastructure to support model training, the company has also been preparing for the coming inference-heavy phase of AI, which will create a significant opportunity with its enterprise customers. Dell is staying true to its roots as a hardware company by reinforcing that the brand of hardware that organizations select to support their most critical initiatives matters more now than ever.
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.