The Stargate Project: A Manhattan Project for the AI era

01.24.25/by Alex Demeule, Research Analyst

Being the largest single technology endeavor in recent history, the Stargate Project will have a notable influence on the budding AI market, and in TBR’s opinion, no company stands to benefit more than OpenAI. OpenAI’s ultimate goal is to reach AGI, which the company defines as “highly autonomous systems that outperform humans at most economically valuable work.” While estimates about when OpenAI will reach this goal vary widely, the Stargate Project fulfills a critical requirement in the pursuit of AGI, making OpenAI a top contender to reach AGI before other firms.

PwC India Harnesses Microsoft Copilot to Better Serve Clients in Cybersecurity

01.17.25/by Patrick Heffernan, Practice Manager and Principal Analyst

Setting the stage for an India-centric discussion, TBR met with PwC India leaders for a discussion about the post-pandemic shift in perspectives on opportunities within the India market, based on India’s economic growth and the growth of international companies’ global captive centers. Increasingly, according to Gayal and Gomes, decision makers for global companies reside in India, which is influencing talent management, supply operations and growth opportunities.

What Spectrum Will 6G Use?

01.13.25/by Chris Antlitz, Principal Analyst

The telecom industry continues to struggle with realizing new revenue and deriving ROI from 5G, even after five years of market development. TBR continues to see no solution to this persistent challenge, and with no catalyst on the horizon to change the situation, CSPs’ appetite for and scope of investment in 6G will likely be limited.

AI Agents: What Are They, and How Will They Impact the AI PC Space in 2025?

01.09.25/by Alek Maxfield, Research Analyst

Over the past several quarters, OEMs have focused on incorporating local AI-powered features into their new PC releases, with initial neural processing unit (NPU)-enabled use cases leveraging AI to further enhance collaboration experiences and extend battery life. However, AI agents take the NPU’s functionality a step further, combining the capabilities of large language models (LLMs) with other resources to partially or fully automate a wide range of tasks, including responding to emails, booking hotel stays, or opening and closing IT help desk tickets.

Key Discussions on Strategic Alliance Management, the Emerging India Opportunity, Monetizing GenAI in Cloud and More Now Available On Demand

01.07.25/by TBR

4Q24 TBR Insights Live topics include strategic alliance management, the U.S. telecom B2B market, the emerging India opportunity, monetizing generative AI (GenAI) in cloud, the evolving IT infrastructure landscape, the private cellular networks market, and the hyperscaler ecosystem landscape

PwC Positions Trust and Cybersecurity as Pillars for Success in AI and Business Transformation

01.07.25/by Patrick Heffernan, Practice Manager and Principal Analyst

PwC’s fundamental value proposition around trust and client intimacy reflects the firm’s strong governance, risk and compliance (GRC), cybersecurity and technology capabilities. TBR views risk and cybersecurity offerings as natural enablers for client discussions around business model reinvention and — when complemented by credible customer zero use cases across multiple domains, including AI — an extension of trust throughout a client’s ecosystem.

4Q24 AI & GenAI Market Landscape

01.02.25/by TBR

TBR Spotlight Report: AI & GenAI Market Landscape, highlighting GenAI trends and developments through the lenses of the IT Services and consulting, cloud and software, infrastructure, telecom and devices

2Q24 Telecom Infrastructure Services Benchmark

01.02.25/by TBR

TBR Spotlight Report: Telecom Infrastructure Services Benchmark, featuring insights on external spend on services by communication service providers, including telcos, cablecos and hyperscalers, on or related to communications and IT infrastructure

Digital Transformation Outlook: Strategy Rebound, GenAI Impact and Ecosystems Importance in 2025

12.23.24/by TBR

Learn why strategy consulting will rebound in 2025, and which consultancies will benefit; how GenAI-enabled solutions will upend organizational structures and business models for IT services and consultancies, even as enterprise adoption of GenAI slows; and how the emergence of ecosystem intelligence as a strategic priority will impact IT services companies, consultancies and technology alliance partners

Cloud Market 2025: How GenAI Will Shape the Future

12.23.24/by TBR

Learn how GenAI will offset some of the slowdown in cloud revenue growth; how Microsoft will challenge Amazon Web Services’ leadership in IaaS and PaaS; and how SaaS vendors will monetize GenAI in 2025