Technology Business Research

TBR has consistently highlighted hyperscalers’ professional services units, despite their relatively small revenue streams, as potentially credible threats to IT services companies. Hyperscalers do not intend to displace global system integrators (GSIs) in consulting or managed services, but their growing services capabilities create more margin pressure for (and anxiety among) the GSIs each quarter.

Trust, AI and impact shift from event themes to integral parts of the operating model Two years after PwC India used its 2024 analyst event to emphasize India’s strategic importance as a growth market, the firm has returned with a more mature, execution-oriented message.

Hyperscalers and ISVs add new title to their technology consulting bench: forward-deployed engineer Although agentic AI platforms have proliferated across the enterprise software and platforms industry, monetization has been primarily concentrated within the narrower agentic coding space. Even there, where early adoption has transitioned to annual run rate (ARR) in the tens of billions of dollars, growing usage has been constrained by cost concerns and capped token budgets.

HPE’s AI Infrastructure Strategy Takes Shape as Juniper Moves to the Center HPE Discover Las Vegas 2026 demonstrated how Hewlett Packard Enterprise (HPE) is investing to sharpen its position in AI, framing enterprise and sovereign AI adoption as a full-stack architecture challenge.

AI infrastructure growth is surging, but vendors must navigate fragmented demand and shifting ecosystems to find success As AI infrastructure demand accelerates, vendors are being forced into increasingly difficult strategic trade-offs. The market is no longer moving in a single direction; it is fragmenting across customer segments, silicon strategies and deployment models.

Accenture employs a ‘disrupt yourself rather than being disrupted’ strategy as it gears up to transform its business model and capitalize on AI In late April, Accenture hosted over 30 industry analysts and clients and included a large number of senior leaders, such as CEO Julie Sweet and Manish Sharma, Accenture chief strategy and services officer, for its first analyst event in seven years in Bengaluru, India.

Strategy shifts in applications development accelerate and augment client outcomes How will application services evolve in the era of AI? And how will clients maximize return on investment as they undergo application and IT modernization as well as digital transformation to facilitate AI adoption and push innovation? On May 6, TBR attended HCLTech’s inaugural Global Leadership Briefing for its Modern Application business, and HCLTech addressed the intersection of these two questions.

Informatica becomes Salesforce’s trust engine Before Salesforce acquired Informatica, the synergies were obvious. Informatica preps and governs data, while Salesforce, an applications system-of-record responsible for critical operational data, helps put the data in context. This is a compelling proposition in a market where agentic AI innovation far outpaces what customers can actually deploy due to generic agents and lack of trust.

In 2026 operational scale becomes Teradata’s advantage Today, just about everybody wants to be a data company. But the market rewards a few simple truths: If you store the data, control the compute runtime and can put AI in context, you are in a highly defensible position. This includes hyperscalers and data platforms like Teradata, Snowflake and Databricks, which are expanding their governance capabilities and growing their influence, opportunity and ability to disrupt.

Now is a particularly fraught time for IT services, with talent-centric, human-delivered business models under pressure from AI and the labor arbitrage value proposition challenged to evolve faster than AI adoption. TBR experts are constantly fielding questions around which strategies IT services companies are using to retain clients, strengthen technology alliances and reinvent their businesses.