TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms

Principal Analyst Boz Hristov joins Patrick to break down key insights from recent analyst events with Fujitsu, Infosys and PwC. They explore what companies are getting right — and wrong — in presenting client use cases, as well as why in-person engagement remains critical for understanding strategy, culture and execution.

Rich Hermann, vice president of Sales, Accounting & Consulting Vertical at Intapp, explains how organizations are approaching AI infrastructure, data strategy and partnerships and discusses the evolving role of the ecosystem and what it takes for enterprises to turn AI investments into measurable outcomes.

Principal Analyst Angela Lambert and Senior Analyst Ben Carbonneau discuss how supply chain dynamics are shaping the emerging AI PC market. They explore the reasons behind slower-than-expected AI PC adoption and the shift in memory production capacity.

Patrick Heffernan speaks with Asif Poonja, Fujitsu’s Americas Region CEO, about how Fujitsu is evolving its consulting-led growth strategy, pursuing differentiated M&A, and navigating geopolitical and AI-driven disruption. Poonja explains how initiatives like Wayfinders and Uvance are expanding customer engagement beyond IT into business value creation, while AI adoption reshapes talent strategy and service delivery models.

Learn why 2026 is likely to bring stabilization rather than a full rebound, with defense, intelligence and national security-related spending remaining resilient while civilian agencies take longer to normalize procurement cycles. Additionally, the pair will look at what will matter most in 2026: accelerating partnership activity, deeper engagement with commercial technology providers, and AI-led modernization as a core differentiator for federal systems integrators

TBR Senior Analyst Ben Carbonneau breaks down why he believes AI PCs will evolve from early-stage adoption to full-market dominance within the next decade and discusses the role Microsoft and Windows on ARM will play, how collaboration across the ecosystem could reshape competition, and why “prioritization for premiumization” may become the defining strategy for vendors heading into 2026. Additionally, from AI adoption at the edge and ROI-driven use cases, to the ripple effects of data center modernization and VMware decision making, TBR Principal Analyst Angela Lambert discusses how changing customer expectations will influence demand across the infrastructure stack in the new year. She also weighs in on the modernization versus transformation debate, shifts in AI-accelerated server investment, and which vendors — from silicon providers to OEMs — are best positioned to lead in 2026.

Digital Transformation Principal Analyst Bozhidar Hristov unpacks TBR’s predictions for the next three to five years of change in the IT services market. The conversation explores a fundamental shift underway in managed services: from a cost-optimization and labor-arbitrage model to a growth-oriented, insight-driven entry point for consulting, integration and modernization services. Boz explains why managed services are increasingly becoming a “door opener” rather than a back-end support function and examines why this pivot has been difficult for many consultancies to execute.

TBR’s ecosystem intelligence experts break down 2026 predictions for alliances and partnerships across cloud, software, infrastructure and the rapidly evolving edge ecosystem. The team dives into the resurgence of enterprise edge, why AI is accelerating demand for edge deployments, and how systems integrators and OEMs are redefining orchestration, commercial models, and partner engagement as infrastructure and platforms become tightly integrated.

TBR Cloud & Software Senior Analyst Alex Demeule discusses which SaaS incumbents are best positioned to execute a true hard pivot toward AI, highlighting how workforce restructuring, sales realignment and platform modernization at vendors like Salesforce, SAP and Microsoft reveal early signs of strategic transformation. Additionally, this conversation explores the growing tension between general-purpose large language models and specialized small language models, digging into the economics, power constraints, and architectural trade-offs that will define enterprise-grade AI applications.

This conversation explores the big agenda items shaping the 2026 telecom landscape: the integration of 6G into market forecasts, edge computing’s renewed relevance, the energy problem slowing scale, and how previously hyped technologies like blockchain and the metaverse may be poised for resurgence.