Arm-based PC Chips and AI LLMs: Expected Implications for PCs in 2024
Join TBR for a 30-minute live discussion and Q&A on the latest developments in AI large language models (LLMs) for PCs, including a deep dive into Microsoft Copilot
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Join TBR for a 30-minute live discussion and Q&A on the latest developments in AI large language models (LLMs) for PCs, including a deep dive into Microsoft Copilot
Despite holding up relatively well thus far in 2023, CSPs face significant challenges in managing their debt — the pressure is on to grow revenue and monetize their 5G investments
An increased focus on value-added services is necessary to maximize CSP IoT revenue as connectivity growth is limited by low ARPU connections IoT revenue is growing steadily but has yet to significantly impact CSPs’ overall financial positions TBR estimates global CSP commercial IoT revenue increased 20% year-to-year to $26.8 billion in 2019. Despite sustaining strong […]
Webscale drives projected forecast for enterprise edge On Feb. 26, TBR senior analysts Nicki Catchpole and Stephanie Long were joined by hundreds of professionals across multiple vendors and verticals for TBR’s first webinar on the enterprise edge. The session, The emerging and evolving landscape of enterprise edge computing, focused on the components of the enterprise […]
Before the long weekend here in the U.S., our teams will be publishing deeper analysis on some of the vendors that released earnings earlier this quarter. As always, our approach starts with the individual companies, then builds to an understanding of the larger market. Additionally, don’t miss this Wednesday’s webinar Bringing the best: Talent and […]
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
When discussing Google Cloud’s three key attributes, Kurian first highlighted how Google Cloud Platform (GCP) is optimized for AI. Based on our own conversations with IT decision makers, this claim is valid: many customers enlist GCP services purely for functional purposes, as they believe they cannot obtain the same performance with another vendor. This is particularly true of BigQuery, for large-scale data processing and analytics, and increasingly Vertex AI, which now supports over 200 curated foundation models for developers.
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.
Research Analyst Alek Maxfield and Senior Analyst Ben Carbonneau share insights into the performance forecasts and emerging solutions of leading semiconductor providers and OEMs.