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TBR Spotlight Report: AI PC and AI Server Market Landscape follows market trends in AI-enabled PCs and servers. This includes tracking the performance of leading AI PC and AI server OEMs. Additionally, the report tracks progress of key semiconductor manufacturers responsible for developing AI PC systems on a chip (SoCs) and AI server accelerators and supplying them to PC OEMs and AI server OEMs, respectively.
TBR Principal Analyst Bozhidar Hristov and TBR Analyst Alex Demeule share insights into the partnerships between cloud vendors and software vendors as well as with their systems integrator partners, including the increase in collaboration to deliver modernization, cloud migration and GenAI solutions to the world’s leading enterprises. Alliance highlights in this episode include Microsoft Azure, Salesforce, Amazon Web Services and Accenture
Senior Analyst Kelly Lesiczka shares top takeaways from the KPMG Global Analyst Day 2025 event and reviews KPMG’s strategy and its position as client zero in implementing and adoption AI across its global operation.
CACI believes demand will remain strong through the remainder of its FY25 and into its FY26 for technologies and capabilities at the core of the company’s portfolio. Uninterrupted sales growth and consistent margin performance indicate CACI’s offerings remain well aligned to the Trump administration’s IT investment priorities, particularly as the new administration prepares to expand investment in cybersecurity, national security and national defense, and advanced space-based communications systems for defense, intelligence and civil applications. CACI executives also noted that the federal budget environment is slowly becoming more constructive and more transparent, a positive harbinger for CACI and its fellow federal IT contractors.
Learn TBR’s forecast for the AI PC and AI PC SoC markets, our performance outlook for the AI server and AI server GPGPU markets, the latest industry trends and ecosystem partnerships, and key market dynamics contributing to and inhibiting growth
Principal Analyst Bozhidar Hristov, Senior Analyst Catie Merrill and Analyst Alex Demeule discuss strategies of KPMG as well as multipartner ecosystem management and co-investment across declared and committed partners, generative AI and data government as a key differentiator
Trade wars and tariff uncertainties conjure up visions of cargo ships, ports, factories and stacks of goods stranded by economic chaos, not consultants and IT services professionals. Fear, uncertainty and doubt are usually good for the consulting business, while the higher costs of running a business fuel demand for more outsourcing. This time, things might be different. This trade war, even if partially suspended for now, may significantly disrupt professional services, especially if tariffs continue creeping into new areas and the trust deficit continues to grow. Steel now, services later.
One could argue that many of KPMG’s steps, including launching partner-enabled industry IP, reinforcing trust, developing regionally organized operations, outlining a select few strategic partners, and investing in platform-enabled service delivery capabilities, resonate with the moves taken by many of its Big Four and large IT services peers. We see two differences: KPMG is laser-focused on exactly which of the strategies above to amplify, rather than taking a trial-and-error approach, and KPMG has an opportunity to ride the wave of a once-in-a-century professional services market transformation.
Technology Business Research, Inc. (TBR) is pleased to announce on-demand availability of all TBR Insights Live webinars that aired during 1Q25. Each session features TBR’s top experts discussing key trends, recent analysis and market dynamics across covered industries. 1Q25 webinars can be viewed on our YouTube channel, and presentation decks can be downloaded via the linked titles below.
2025 Comcast Business Analyst Conference, Philadelphia, April 2-3, 2025 — A select group of industry analysts gathered at the Comcast Center in Philadelphia to hear from Comcast Business leaders about the unit’s progress and success with its sales and go-to-market strategies. The central theme of the event was “Everything, Everywhere, All at Once,” which reflects […]
