With TBR’s IT Infrastructure market and competitive intelligence research, gain insights into financial performance, product and partner strategies of the world’s leading infrastructure vendors across server, storage, networking, hyperconverged and quantum computing markets.
TBR evaluates the intersection of infrastructure strategy and how vendors are adapting to broader industry trends, from evolving consumption models to expansion into edge and multicloud markets. Our IT infrastructure vendor analysis is complemented by customer research which details the strategies, priorities and challenges faced by infrastructure decision makers.
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Trends we’re watching in 2025:
- Speed of enterprise AI infrastructure adoption following the first wave of cloud service provider adoption
- How vendors enhance differentiation on AI infrastructure including partnerships, solution portfolios and liquid cooling engineering
- Whether NVIDIA competitors can gain traction among enterprises or CSPs
- Expanding hybrid and multicloud solutions including partnerships and ITOps
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Market & Competitor Benchmarks
Market and competitor benchmarks provide a comparison of vendor performance in a market, including analysis on vendor strategies, financial performance, go-to-market and resource management. The research graphically portrays comparisons of vendors by myriad metrics, calling out leaders, laggards and business models. Defensible, data-informed views of market opportunity and operational best practices are highlighted in each publication. TBR also provides benchmark data in Excel pivot tables.
Current Market & Competitor Benchmarks:
- IT Infrastructure Benchmark
Customer Research
Market Forecasts
Market Landscapes
TBR’s vendor reports, snapshots and profiles provide deep-dive analysis of a single vendor across corporate strategies, tactics, SWOT analysis, financials, go-to-market strategies and resource strategies. Vendor performance is put in the context of market opportunity and competitive environment and our assessment shows where a vendor will success and its future market position.
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Oracle’s Full-stack Strategy Underscores a High-stakes Bet on AI
/by Catie Merrill, Senior AnalystThough not immune to the risks and uncertainties of the AI market at large, Oracle is certainly executing, with the bulk of revenue from AI contracts already booked in its multibillion-dollar remaining performance obligations (RPO) balance. And yet, as OCI becomes a more prominent part of the Oracle business, big opportunities remain for Oracle, particularly in how it partners, prices and simply exists within the data ecosystem.
Lenovo Aims to Become a Global Solutions Provider through Strategic Partnerships and AI-driven Innovation
/by Ben Carbonneau, Senior Data AnalystWhile Lenovo’s portfolio and go-to-market strategy may differ slightly by geography, the company’s pocket-to-cloud and One Lenovo initiatives remain the same around the world and are the basis for the company’s differentiation in the market — a theme during every session of the conference. From smartphones to servers, Lenovo is vying for share in every segment, and by investing in the unification and openness of its portfolio, whether it be through the development of homegrown software or new ecosystem partnerships, the company is positioning to grow in the AI era. Changing its perception from a PC powerhouse to a solution provider remains one of Lenovo’s largest challenges, but the company’s work in sponsoring and supporting FIFA and F1 with its full-stack technology capabilities demonstrates its willingness to invest in overcoming this hurdle.