Demand for AI servers was strong enough in the beginning of 2024 to have a material impact on hardware manufacturers’ top lines and drive growth after a year of weak demand. TBR research shows that much of the AI-optimized server infrastructure sold in 2023 and during the first half of 2024 was purchased by very large enterprises and cloud service providers, leading many to wonder when broader adoption by companies in the commercial market will begin.
 
Join Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau Thursday, July 18, 2024, at 1 p.m. EDT/10 a.m. PDT for an exclusive look at TBR’s latest Infrastructure Strategy Customer Research report, which highlights insights into how the potential advantages of AI have driven a mindset shift in technology investments among organizations of all sizes.

In This FREE TBR Insights Live Session on AI Impact on 2024 IT Infrastructure Purchasing Trends You’ll Learn:

• The ways marketwide AI enthusiasm has shifted mindsets in the midmarket and enterprise space
• IT infrastructure buyers’ expectations for AI investment
• Which other top trends are influencing IT infrastructure purchasers’ spending plans, including the Broadcom-VMware acquisition and sustainability initiatives

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.
 
For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

Suppliers of ICT components are often overshadowed by hardware OEMs responsible for delivering finished goods to the market. However, as the importance of semiconductors continues to rise, the market continues to see an expansion of ecosystem partnerships, including between semiconductor vendors and ICT OEMs as well as establishment of government programs and policies that aim to increase domestic chip production, innovation and global market positioning.
 
Over the last several quarters, the rise of generative AI (GenAI) has acted as gasoline on the fire, fueling growth in the semiconductor market. And as new AI workloads and use cases proliferate in the market, cloud service providers, client device OEMs and IT infrastructure OEMs are driving demand for advancements in silicon to support increasingly complex and demanding AI applications.
 
Join TBR Senior Analyst Ben Carbonneau and Principal Analyst Angela Lambert Thursday, June 13, 2024, for an update on the current state of the semiconductor market, including a look at how rapidly increasing demand has supported strong revenue and backlog growth among semiconductor vendors.
 
Additionally, our IT infrastructure experts will discuss findings from TBR’s latest Semiconductor Market Landscape. The semiannual report tracks several key semiconductor vendors, including both fabless companies and integrated device manufacturers, and analyzes portfolio trends, vendor-specific strategies, and end-market trends and implications.

In This FREE TBR Insights Live Session on AI-driven Demand in the Semiconductor Market You’ll Learn:

• Key findings from TBR’s latest Semiconductor Market Landscape
• Update on industry trends and ecosystem partnerships
• Expectations for the IT infrastructure market

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.
 
For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

Join Telecom Senior Analyst Steve Vachon Thursday, May 23, 2024, for an in-depth, exclusive review of TBR’s latest findings on the U.S. telecom public sector market. Key points of the discussion will include the financial performance and go-to-market strategies of leading U.S. operators competing in the public sector domain as well as recent developments and trends impacting the market.

TBR’s U.S. telecom operator public sector research details and compares the initiatives, strategies and performances of the largest U.S. operators, including AT&T, Verizon, Lumen Technologies, T-Mobile, Comcast and Charter Communications.

In This FREE TBR Insights Live Session on U.S. Telecom Public Sector Market Trends and Strategies You’ll Learn:

• Key trends and developments at the federal, state and local government levels that are impacting the business performance of U.S. operators
• The impact of legislation, policies and funding in the public sector on the telecom industry
• Trends in public sector segments including public safety and military
• Ways the public sector is leveraging 5G private cellular networks, AI, AR/VR, security and hybrid work solutions

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

For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

There are myriad use cases for AI and generative AI (GenAI) spanning all aspects of a communication service provider (CSP). TBR’s research indicates use cases related to call centers and customer lifecycle management (e.g., OSS/BSS) present the biggest opportunities to move the needle in cost savings for CSPs. The bigger issues surrounding AI and GenAI pertain to governance, privacy and societal considerations, any of which could stifle market development.

In this TBR Insights Live session, Principal Analyst Chris Antlitz gives an exclusive review of TBR’s inaugural Telecom AI Market Landscape, which looks at how CSPs and vendors that supply CSPs are adopting AI in their internal operations and in their products and services. Don’t miss this opportunity to learn the ways in which AI and GenAI are expected to transform the telecom industry!

Click the Image Below to Watch the Full Replay Now

In This FREE TBR Insights Live Session on AI and GenAI Opportunities and Challenges for CSPs You’ll Learn:

• Key use cases for AI and GenAI for CSPs
• The vendors being proactive with AI and GenAI
• The kind of business outcomes the telecom industry can expect from AI and GenAI

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

For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

An uncertain macroeconomic outlook has continued to pressure discretionary spending and consulting activities while fueling a wave of outsourcing demand around infrastructure and application modernization, productivity improvement and cost optimization.
 
Maintaining trust with stakeholders through transparent messaging will be key to competing in this market landscape, especially as managed services bookings take longer to convert into cash compared to consulting engagements. Multiple vendors are developing generative AI (GenAI) offerings for clients as well as using them internally. While GenAI provides a strong use case around improving productivity, it can also challenge vendors’ managed services businesses if the technology is not properly priced after accounting for the impact on staffing models.
 
Join Principal Analyst Patrick M. Heffernan and Senior Analyst Elitsa Bakalova Thursday, March 7, 2024, for an exclusive review of the latest insights and analysis in TBR’s IT Services Vendor Benchmark, which looks at the competitive landscape as well as the performances of 31 leading IT services providers. Don’t miss this opportunity to learn the strategies vendors are leveraging to succeed in the challenging market environment.
 

In This FREE TBR Insights Live Session on GenAI in IT Services in 2024 You’ll Learn:

• The drivers behind IT services vendors’ positive performance
• Vendors’ performance in the financial services industry and in the Americas geography
• TBR’s expectations for IT services in 2024

TBR webinars are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous webinars can be viewed anytime on TBR’s Webinar Portal.
For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].