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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Telecom Industry Navigated Weakening Macro Backdrop Well in 1H23, but 2H23 and 2024 Will Likely be a More Challenging Situation
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
CSP IoT revenue growth will accelerate gradually through 2024 as more 5G use cases become commercially available
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 […]
TBR predicts total enterprise spend on edge infrastructure will grow at a 41% CAGR through 2024 to almost $120B
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 […]
TBR Weekly Preview: May 20-24
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 […]
AI & Data Sovereignty in Technology Partnerships and Alliances
Learn where the telecom industry currently stand in terms of generative AI (GenAI) adoption and who stands to benefit if telcos don’t change
AI Inferencing Takes Center Stage at Red Hat Summit 2025
Red Hat Summit 2025 marked the company’s entry into AI inferencing with the productization of vLLM, the open-source project that has been shaping AI model execution over the past two years.
A Challenger Mindset Transforms HCLTech’s Approach to Financial Services to Achieve Success Through AI
HCLTech has a long history working with AI, building off its DRYiCE platform, the company’s original automation platform. This heritage equips HCLTech with the background and trusted technical expertise, backed by its engineering prowess. to deliver on clients’ AI transformation needs. Further, HCLTech can pursue larger-scale and more aggressive AI-led transformations, helping the company accelerate ahead of its peers in terms of client engagement and growth.
Telcos Risk Losing the AI Race Without Strategic Shift; $170B at Stake by 2030
Learn where the telecom industry currently stand in terms of generative AI (GenAI) adoption and who stands to benefit if telcos don’t change
SAP Sapphire 2025: Legacy Application Leader Moving Confidently Into a Data and AI Future
Sapphire 2025 marked a turning point, not because SAP introduced a radically new vision but because the company finally appears ready to execute on the one it has been quietly building for years. The narrative has matured, the tools are in place, and the platform is coherent. And the partners, customers and product ecosystem are starting to move together. Some heavy lifting remains, such as around migrations, data harmonization and partner fluency, but if SAP can stay focused on delivering scalable value through agentic AI, integrated data platforms and partner-enabled execution, the next chapter of the company’s growth story will look a lot less like catching up to the cloud and a lot more like leading in it.