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Trends we’re watching in 2026:
- How vendors fare in the pivot from traditional SaaS to AI strategies
- Partial displacement of large language models
- From which vendors we’ll see strong PaaS portfolios and credible SLM roadmaps
- Partnership impact for Microsoft, Salesforce and SAP
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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:
- Cloud and Software Applications Benchmark
- Cloud Go-to-market Benchmark
- Cloud Infrastructure & Platforms Benchmark
- Colocation Benchmark
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Ecosystem Reports
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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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The Paradox of AI Infrastructure: Hyperscalers’ Ambition Collides With the Power Grid and What This Means for Telcos
/by Chris Antlitz, Principal AnalystThe AI infrastructure supercycle is entering a new phase. The central question is no longer whether hyperscalers have the capital or appetite to build AI infrastructure but whether the power grid can support what they intend to build.
AMD Enters the Execution Phase of its Full-stack AI Strategy
/by Ben Carbonneau, Senior AnalystAdvancing AI 2026 showed that AMD has assembled the architecture and road map required to compete at rack scale. Helios connects the company’s GPUs, CPUs, networking and software into a system-level platform, while expanding partnerships with Microsoft, OpenAI, Anthropic and Meta provide credible paths to large deployments. ROCm.ai gives AMD a new way to reduce the engineering effort required to bring up and optimize applications on Instinct GPUs. Agentic workloads also expand the AI-driven opportunity for EPYC beyond its role as a host CPU for accelerators, allowing AMD to address the agent sandboxes, applications, databases and data services surrounding GPU inference.