Silicon vendors and OEMs working together to support AI adoption

While OEMs are responsible for developing and delivering AI-driven and AI-enabling hardware offerings to market, silicon vendors’ innovations are at the heart of the AI hardware revolution.
 
The first wave of AI hardware demand has centered on high-performance AI infrastructure purpose-built to support large-scale AI model training workloads. But the rise of AI inferencing is giving way to a second wave of AI hardware demand as clients increasingly transition from the prototyping phase to the deployment phase with custom AI solutions. On the infrastructure side of the AI hardware market, OEMs such as Dell Technologies, Hewlett Packard Enterprise and Supermicro are integrating accelerated computing platforms from companies like NVIDIA. On the client devices side of the market, OEMs such as HP Inc. and Lenovo are developing new AI PC offerings based on system on a chip (SoC) platforms developed by AMD, Intel, Qualcomm and the like.
 
Join Senior Analyst Ben Carbonneau and Principal Analyst Angela Lambert Thursday, May 22, 2025, for an update on developments within the rapidly expanding AI PC and AI server markets as well as key findings from TBR’s AI PC and AI Server Market Landscape. This new research explores the nuances and interconnectedness of the semiconductor and OEM hardware industries, comparing market shares across various industry views and highlighting competitive analysis and forward-looking insights.

In this free session on AI hardware market trends you’ll learn:

• TBR’s forecast for the AI PC and AI PC SoC markets
• Our performance outlook for the AI server and AI server GPGPU (general-purpose computing on GPUs) markets
• The latest industry trends and ecosystem partnerships
• Key market dynamics contributing to and inhibiting growth

 
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.
 

 

Acquisitions, Convergence and Fixed Wireless Access Drive Revenue Growth in U.S. Wireless Market

U.S. operators are focused on advancing their convergence strategies to grow revenue and create a stickier ecosystem to reduce churn long-term. Operators are improving their ability to offer mobile and broadband service bundles by increasing the availability of their broadband services (including wireline and fixed wireless access [FWA] offerings) and focusing on acquisitions, such as Verizon’s pending purchase of Frontier Communications and T-Mobile’s proposed joint ventures to acquire Metronet and Lumos.
 
In this TBR Insights Live session, Senior Analyst Steve Vachon gives for an in-depth, exclusive review of TBR’s latest research in the U.S. mobile operator space. Steve discusses the financial and go-to-market performance of leading U.S. wireless operators as well as recent key developments impacting the U.S. market, such as convergence and FWA.
 
TBR’s U.S. mobile operator research stream details and compares the initiatives, strategies and performance of the largest U.S. operators, including AT&T, DISH Network, Optimum Mobile, Spectrum Mobile, T-Mobile, UScellular, Verizon and Xfinity Mobile.

In the above session on the U.S. wireless market outlook you’ll learn:

• The impact convergence is having on the market via initiatives around M&A and fiber expansion as well as increased competition among cable MVNOs
• How FWA services are disrupting the U.S. broadband market
• How U.S. operators are expanding the scope of their FWA strategies to maximize opportunity capture
• Insights into wireless capex trends in the U.S. and the next phase of 5G investments

 

Excerpt from U.S. Wireless Market Outlook: Acquisitions, Convergence and Fixed Wireless Access Drive Revenue Growth in U.S. Wireless Market

Operators target acquisitions to strengthen their convergence strategies

Convergence (aka bundling) creates a stickier ecosystem to reduce churn via:

• Discounted pricing compared to buying services separately
• Convenience of purchasing services from the same provider

Operators are strengthening convergence strategies via:

• Expanding broadband service availability (FWA and fixed)
• Cable operators are increasing their focus on their wireless brands to retain customers
• Pursuing acquisitions

M&A and continued fiber builds will expand cross-selling opportunities:

• Verizon/Frontier: The combined company expects to provide fiber to 30 million passings by the end of 2028 and eventually up to 40 million passings
• T-Mobile/Metronet/Lumos: Expects to offer fiber services to 12 million to 15 million households by the end of 2030
• T-Mobile/UScellular: Will create new opportunities for T-Mobile to target FWA in rural markets
• AT&T: AT&T’s fiber network will reach 50 million locations by the end of 2029 (45 million via organic builds, 5 million via Gigapower Joint Venture)

Visit this link to download this session’s presentation deck here.
 
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.

 

Mobile World Congress 2025

Attendance at Mobile World Congress (MWC) 2025 is expected to near the annual event’s all-time high set in 2019, underscoring not only the importance of this event to the global mobile ecosystem but also the opportunities and potential inherent in the ecosystem.
 
Though TBR expects MWC25 to focus on the usual topics that have been popular in recent years, we anticipate there will be more substance at this year’s event, especially as it pertains to private networks, network evolution, business model transformation and the role of AI in the ecosystem, pointing to bright days ahead for companies that are aligned with market and technology trends. And with mobile network operators struggling more than ever to monetize their network investments, the stakes are high for finding the next big thing and understanding where new market disruptions may originate.
 
In this TBR Insights Live session, Principal Analyst Chris Antlitz and Senior Analyst Michael Soper share top takeaways from Mobile World Congress 2025. The pair also discuss how emerging opportunities are likely to drive technology and business model disruption and impact markets.
 

 

In the above session of Mobile World Congress 2025 you’ll learn:

• How the telecom industry intends to derive business outcomes from AI
• How enterprises are progressing in their digital transformations and incorporating private networks
• Where in the mobile ecosystem new value is being created and what telcos need to do to generate ROI from new opportunities

 

Excerpt from MWC25: Disruptive Technologies and Business Models Create New Opportunities for the Mobile Ecosystem

The good: AI and FWA remain some of the largest, most impactful opportunities for the telecom industry

AI has real traction and is starting to deliver business outcomes

• AI/GenAI likely to drive next phase of cost reduction at communication service providers (CSPs)
• Significant potential cost savings from myriad use cases
• Call center and customer lifecycle management (OSS/BSS) domains are being disrupted first, followed by sales, marketing and network domains
• New revenue tied to data center interconnect and customer upsell/cross-sell

FWA has much more room to grow

• CSPs continue to underestimate fixed wireless access (FWA) despite real-world traction
• FWA is driving significant top-line revenue for some mobile network operators
• Technological innovations makes 5G FWA act like wireless fiber
• New technologies mitigate spectrum issues

 
Visit this link to download this session’s presentation deck here.
 
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.

 

 

Cloud market growth will slow in 2025, but will activity follow?

Given the scale and maturity of the cloud market, TBR expects the pace of revenue growth to slow in 2025. In terms of activity, we expect vendors and end customers to make pivotal changes to their cloud strategies in 2025.
 
In this TBR Insights Live session, TBR’s Cloud team — Principal Analyst Allan Krans, Senior Analyst Catie Merrill and Analyst Alex Demeule — on discuss how generative AI (GenAI) will impact cloud vendors’ long-term position in the market and cloud customers’ adoption efforts in 2025.
 
The team will also highlight key insights from Cloud Market Share in 2025: GenAI Spurs Growth but Does Not Promise Vendors Long-Term Gains, part of TBR’s 2025 Predictions special report series. Don’t miss this opportunity to learn how GenAI will impact your cloud market strategy in the coming year!
 

 

In the above session on cloud market predictions for 2025 you’ll 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
• How SaaS vendors will monetize GenAI in 2025

 

Discussion points from Cloud Market 2025: How GenAI Will Shape the Future

The value of GenAI shifts down the stack, driving new challenges and ecosystem opportunities

Key priorities: Data architecture, agentic AI, and governance and security

Visit this link to download this session’s presentation deck here.

 

 

TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.

 

 

6G’s Fate Will Likely Be Determined by the Level of Government Intervention

The telecom industry continues to struggle with realizing new revenue and deriving ROI from 5G, even after five years of market development. Due to this persistent challenge, to which TBR continues to see no clear solution or catalyst on the horizon to change the situation, communication service providers’ (CSP) appetite and scope of investment in 6G will likely be limited. This lack of clear ROI for the private sector to justify investing sufficiently in 6G puts the fate of the technology into the hands of the government.
 
In this TBR Insights Live session TBR Telecom Principal Analyst Chris Antlitz gives an exclusive review of top predictions from 6G’s Fate Will be Determined by the Level of Government Intervention, part of TBR’s 2025 Predictions special report series. Don’t miss this opportunity to learn how 6G will impact your strategy in the coming year!
 

In this above session on 6G you’ll learn:

• What spectrum bands 6G will likely leverage
• How 6G will shape CSPs’ capex investments
• How governments might get involved to ensure 6G becomes a reality

 

Discussion points from 6G: How Government Intervention Globally Will Shape the Next Generation of Telecom

Telecom industry’s struggles with 5G are likely to extend to 6G

• CSPs have spent several hundred billion dollars on 5G infrastructure and spectrum globally thus far, with ROI (i.e., new, profitable revenue growth) still absent.
• 5G investment has been justified thus far as a way to reduce cost per bit and as a marketing play to retain customers.
• Fixed wireless access (FWA) has been successful but does not significantly offset overall 5G investments.
• Only about 20% of CSPs globally have begun deploying 5G core (standalone architecture) thus far, which is a prerequisite for 6G.
• Technological complexity is increasing (e.g., open vRAN, AI, edge computing, network slicing, security), hindering progress.
• Sustained, higher interest rates = higher cost of capital = tighter capex environment

Visit this link to download this session’s presentation deck here.
 

TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.