GenAI boom times ahead for companies embracing their own business model disruption

The waning generative AI (GenAI) hype has exposed underlying issues such as expensive cloud commitments and fragmented data strategies, creating opportunities for companies that emphasize ROI, complementary technologies and cost management. Adding to the complexity, rising energy costs and heightened awareness of GenAI-related security risks are further shaping this uncertain yet opportunity-filled environment.

In this TBR Insights Live session Principal Analyst Patrick Heffernan, Principal Analyst Boz Hristov and Senior Analyst Kelly Lesiczka give an exclusive review of TBR’s AI and GenAI Market Landscape, which highlights expectations for both individual leading vendors and the GenAI space overall. The trio also discuss buyers’ GenAI maturity and review specific examples of services and technology companies’ activities in 2024 as well as what to expect across the GenAI landscape in 2025. Don’t miss this opportunity to learn how GenAI will impact your strategy in the coming year!

In the above session on navigating GenAI in 2025 you’ll learn:

How GenAI is impacting buyer-vendor relationships and what is next in the evolution of their business models
How tech and services companies are using alliances to extend their reach within enterprises and across the larger GenAI — and emerging tech — ecosystem
Which consultancies, IT services vendors, cloud and software companies, and infrastructure players are best positioned for the next wave of GenAI adoption

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Discussion points from Navigating GenAI: Insights, Strategies and Opportunities for 2025

Vendors are uncertain about the benefits of agentic AI and, in turn, look to accelerate hyperscaler capex

In 2024 GenAI’s value started to shift down the stack.
Hyperscalers’ capex spend will accelerate in 2025, but the timing may not line up with IT buyers, who are growing apprehensive about their returns.
Who stands to benefit from GenAI?
- IaaS vendors
Role of government
- Project Stargate

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.