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In this episode of TBR Talks, we explore why AI infrastructure demand is creating both unprecedented opportunity and strategic divergence, and what these trends could mean for the future winners in the AI era. Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau, both of TBR’s IT Infrastructure team, join host Patrick Heffernan for a discussion on how TBR is approaching AI research in the infrastructure sector, including how AI is reshaping the business models of leading infrastructure vendors, including Dell, Hewlett Packard Enterprise, Lenovo and Supermicro.
This episode also discusses TBR’s proprietary RAMP (Revenue-adjusted Margin Productivity) metric, part of the new AI Portfolio. Click here to learn more.
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TBR Talks is produced by Technology Business Research, Inc.
Edited by Haley Demers
Music by Burty Sounds via Pixabay
Art by Amanda Hamilton Sy
