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From the CUDA platform to its global reach through partners, NVIDIA has a commanding and growing lead in the vital GPU market. In this episode of “TBR Talks,” TBR IT Infrastructure Senior Analyst Ben Carbonneau sits with host Patrick Heffernan to discuss the core elements of NVIDIA’s strategy that have led to such dramatic growth. […]
In late 2023 and thus far in 2024, the companies within TBR’s IT Services coverage faced pressures within their respective financial services practices, experiencing industry declines from a revenue perspective as higher interest rates limited opportunities and hindered growth trajectories. The India-centric vendors TBR covers — Cognizant, HCLTech, Infosys, Tata Consultancy Services (TCS) and Wipro IT Services (ITS) — experienced these financial services revenue declines, despite their efforts to embed automation, AI and efficiency-driven services
The composition of Ericsson’s new network API joint venture, which currently does not have a formal name and is expected to close in early 2025 pending regulatory approval, entails Ericsson holding 50% equity in the venture, with the following telecom operators holding the remaining 50% of equity: America Móvil, AT&T, Bharti Airtel, Deutsche Telekom, Orange, Reliance Jio, Singtel, Telefonica, Telstra, T-Mobile, Verizon and Vodafone.
Nokia’s outsized and unique position in the broadband infrastructure ecosystem enables the company to play a key role in orchestrating partners and customers to achieve their objectives in the most optimal way possible. Fiber will remain the coveted access medium for high-speed broadband, but the world will also employ other broadband access mediums to a large extent.
In this episode of “TBR Talks,” Kevin Bolen, KPMG Principal and Head of Strategy and Investments, dives into how KPMG Advisory is addressing the growing complexity of GenAI ecosystems to dynamically partner with hyperscalers, infrastructure OEMs, independent software vendors and ultimately enterprise stakeholders, with the goal to deliver digital transformations at scale. Host Patrick Heffernan […]
Join TBR Telecom Senior Analyst Steve Vachon Oct. 17, 2024, for an in-depth update on the U.S. telecom B2B market, including TBR’s latest data on financial and go-to-market performance of leading U.S. operators that sell to enterprises as well as recent key developments that are impacting the U.S. B2B market
Join TBR principal analysts Thursday, Oct. 10, 2024, for an exclusive look at how TBR’s revenue, headcount and investment data can guide your firm’s quarterly management of alliance strategy
Atos has a well-established position and history of operating in the sports and entertainment industry. Expanding its client roster with organizations such as UEFA will help the company maintain its reputation as a reliable IT services provider and innovation partner for major events. Enabling the running of complex events such as the Summer and Winter Olympic Games and the UEFA EURO 2024 championship provides global visibility of Atos’ capabilities and brand and enables the company to augment its client base in the industry.
The history around monetizing new technologies is what makes the rise of generative AI (GenAI) over the past 18 months so notable. In such a short period of time, we have tangible evidence from some of the largest IT vendors that billions of dollars in revenue have already been generated in the space, with the expectation that even more opportunity will develop in the coming years.
Cloud adoption is on the rise, but for many customers, particularly those deploying workloads across multiple clouds, latency, data flow, privacy and overall business resiliency remain core challenges. Edge computing is an emerging segment in IT, giving customers a way to supplement their cloud and IT core investments by processing data locally for minimum latency and backing it up to an adjacent environment for use cases like analytics and application development.
