Oracle Analysis: How the Vendor Has Pivoted and Where It Is Headed

11.22.24/by TBR

TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms

Oracle Analysis: How the Vendor Has Pivoted and Where It Is Headed

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In this episode of TBR Talks, Senior Analyst Catie Merrill shares her takeaways from Oracle CloudWorld 2024. Catie discusses the recent announcement of Oracle’s partnership with Amazon Web Services and how these announcements are reinforcing the vendor’s strategic goals. She also looks at what this strategy means for the future of Oracle and its ecosystem […]

192

Private Cellular Networks: Growth Drivers, Challenges and Opportunities Expected Through 2028

11.21.24/by TBR

Learn which verticals are leading and lagging in PCN adoption, which ecosystem players are positioned to capitalized on market trends, and key growth drivers and detractors expected through 2028

193

Meet MAMAA: The Top 5 Hyperscalers Shaping the Future of Digital Ecosystems

11.20.24/by Chris Antlitz, Principal Analyst

TBR research shows only the Tier 1 hyperscalers can transcend most, if not all, of the major lifestyle categories to provide a seamless end-to-end ecosystem experience, touching all aspects of people’s lives, primarily due to their scale and access to resources.

194

Growing Infrastructure as a Service Commitments and Competitive Dynamics

11.19.24/by Catie Merrill, Senior Analyst

Market leaders Amazon Web Services (AWS) and Microsoft have highlighted that customers are signing larger cloud contracts with longer terms. At least in the case of AWS, customers are increasingly applying their cloud credits toward one- or three-year subscription offerings like Savings Plans and Reserved Instances.

195

Leidos Sees Strong Bookings and Sustained Growth Across National Security, Health and International Sectors

11.18.24/by John Caucis, Senior Analyst

Leidos’ reorganization is delivering positive results, particularly down the company’s income statement, where profitability reached record levels in 1H24. Midsingle-digit top-line growth is being buoyed by strong bookings activity with the Department of Defense and civilian agencies.

196

Dell Grows Its AI Factory Portfolio with the Integration of New NVIDIA AI Solutions

11.15.24/by Ben Carbonneau, Senior Data Analyst

Much like its OEM peers, Dell Technologies (Dell) has increasingly made partnering a cornerstone of its strategy, particularly as it relates to the company’s AI business. Dell leverages its AI partner ecosystem to drive the codevelopment of AI solutions like those included in the company’s Dell AI Factory with NVIDIA portfolio.

197

Hyperscalers Continue to Discreetly Build Out Their Global Networks

11.14.24/by TBR

Join TBR Thursday, Dec. 12, 2024, for an exclusive review of our latest Hyperscaler Digital Ecosystem Market Landscape and a look at the impact of hyperscaler-owned and -operated networks on the telecom industry.

198

Hybrid AI: Lenovo Builds a Portfolio Ready to Address the Confluence of Personal, Enterprise and Public Data

11.14.24/by Angela Lambert, Principal Analyst and Practice Manager

Underneath the enthusiasm for hybrid AI, Lenovo’s mission remains unchanged: It is driving transformation to become a technology leader in global devices, infrastructure solutions and services worldwide. Lenovo positions itself as having an end-to-end technology portfolio, a user-centered approach and an immense emphasis on open innovation. The company offers its customers choices thanks to its partnerships across semiconductor, AI platforms and ISVs; and it leverages its Solutions and Services Group to accelerate solution development between its own portfolio and partner ecosystem.

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Evolving IT Infrastructure Consumption Services: Expectations for 2025

11.11.24/by TBR

Join TBR’s IT Infrastructure research leads Thursday, Dec. 5, 2024, for a live discussion and Q&A on how IT infrastructure consumption services have evolved in 2024 and what TBR expects to see from the services in 2025.

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Lenovo Tech World: Top Takeaways and Event Highlights

11.08.24/by TBR

TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms

Lenovo Tech World: Top Takeaways and Event Highlights

00:00 /

In this episode of TBR Talks, TBR’s Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau recap Lenovo Tech World 2024. The pair share their perspective on strategy announcements made during the event and discuss the launch of Lenovo’s auto initiative and AI PC. Additionally, Patrick inquiries about Lenovo’s partnerships, within the context of recent […]

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Oracle Analysis: How the Vendor Has Pivoted and Where It Is Headed

Private Cellular Networks: Growth Drivers, Challenges and Opportunities Expected Through 2028

Meet MAMAA: The Top 5 Hyperscalers Shaping the Future of Digital Ecosystems

Growing Infrastructure as a Service Commitments and Competitive Dynamics

Leidos Sees Strong Bookings and Sustained Growth Across National Security, Health and International Sectors

Dell Grows Its AI Factory Portfolio with the Integration of New NVIDIA AI Solutions

Hyperscalers Continue to Discreetly Build Out Their Global Networks

Hybrid AI: Lenovo Builds a Portfolio Ready to Address the Confluence of Personal, Enterprise and Public Data

Evolving IT Infrastructure Consumption Services: Expectations for 2025

Lenovo Tech World: Top Takeaways and Event Highlights