Episode
Infrastructure Strategies: Measuring Profitability in the Age of AI
- Published
- Jun 19, 2026
- Duration seconds
- 1372
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Summary
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.