TBR has reported extensively on Fujitsu’s evolving AI capabilities and offerings, noting in a special report in May 2024: “TBR appreciates that Fujitsu’s combination of compute power and proven AI expertise makes the company a significant competitor and/or alliance partner for nearly every player fighting to turn GenAI [generative AI] hype into revenue. Second, Fujitsu’s vision of ‘converging technologies’ aligns exceptionally well with the more tectonic trends TBR has been observing in the technology space, indicating that Fujitsu’s market positioning is more strategic than transactional or opportunistic.” Add in Fujitsu’s deepening experience in delivering AI solutions to AI clients, and TBR continues to see tremendous near-term opportunity and growth for Fujitsu and its ecosystem partners.

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.

One could argue that many of KPMG’s steps, including launching partner-enabled industry IP, reinforcing trust, developing regionally organized operations, outlining a select few strategic partners, and investing in platform-enabled service delivery capabilities, resonate with the moves taken by many of its Big Four and large IT services peers. We see two differences: KPMG is laser-focused on exactly which of the strategies above to amplify, rather than taking a trial-and-error approach, and KPMG has an opportunity to ride the wave of a once-in-a-century professional services market transformation.

2025 Comcast Business Analyst Conference, Philadelphia, April 2-3, 2025 — A select group of industry analysts gathered at the Comcast Center in Philadelphia to hear from Comcast Business leaders about the unit’s progress and success with its sales and go-to-market strategies. The central theme of the event was “Everything, Everywhere, All at Once,” which reflects […]