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Will AI Hype Generate a Server Market Rebound?
Join TBR 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
The Evolution of Acquisitions, GenAI and Digital Transformation in IT Services and Consulting in 2023
Near-term, expect GenAI opportunities around consulting and limited case uses around productivity
Ericsson Will Have to Make Strategy and Go-to-market Adjustments to Achieve Critical Mass in Enterprise Domain
Ericsson has a compelling story for Vonage and the global communications platform the company is building, though Vonage’s ability to achieve sustainable profitability remains uncertain
Enterprise Storage Remains a Highly Competitive Space in 2023
Disruptive vendors are adding pressure to incumbents with targeted strategies to push into enterprise storage accounts
Snowflake’s Data Warehouse Evolution: Embracing a Single Platform Approach for Success
Abiding by the notion that new software should be built on the data cloud, not on the database, Snowflake is moving further into the app development space, using its expertise at the data warehouse layer to support read/write operations and empower a new set of data-intensive applications
Key Trends Impacting the U.S. Telecom B2B Market
Learn key trends impacting business performance of U.S. enterprise operators, how U.S. operators are positioning to capitalize on opportunities in key growth areas, and more
GenAI in the Cloud: Commercialization Hype vs. Reality
Learn the GenAI strategies and approaches of both hyperscalers and SaaS providers, how cloud providers are using custom silicon to accelerate GenAI, and use cases for GenAI
AI Disruption and Hardware Refresh Cycles: What It Means for OEMs
Join TBR for a free Q&A on the portfolio strategies devices vendors are employing to take advantage of AI and to mitigate the effects of the industry downturn and how devices vendors are positioning around AI.
TBR Launches Semiconductor Market Landscape
TBR’s Semiconductor Market Landscape provides clients access to data and analysis of semiconductor vendors, including quantitative financial information and a qualitative assessment of each vendor’s overall business. The inaugural report covers seven semiconductor vendors: AMD, Broadcom, Intel, Marvell, Micron, NVIDIA and Qualcomm. TBR groups these publicly traded, U.S.-based companies into three buckets: Hardware, Cloud & Software, and Services.