Infrastructure Strategies: Measuring Profitability in the Age of AI

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. Listen and learn with TBR Talks!Submit your Key Intelligence Questions for Patrick and his guests⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn more about TBR at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tbri.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Patrick on LinkedIn⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Angela on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠Connect with Ben on LinkedIn⁠ ⁠⁠⁠⁠⁠⁠⁠⁠TBR Talks is produced by Technology Business Research, Inc. Edited by Haley DemersMusic by Burty Sounds via PixabayArt by Amanda Hamilton Sy