# Infrastructure Strategies: Measuring Profitability in the Age of AI

Page: https://stenobird.com/podcast/tbr-talks-decoding-strategies-and-ecosystems-of-the-globe-s-top-tech-firms-7179026/infrastructure-strategies-measuring-profitability-in-the-age-of-ai
Text version: https://stenobird.com/podcast/tbr-talks-decoding-strategies-and-ecosystems-of-the-globe-s-top-tech-firms-7179026/infrastructure-strategies-measuring-profitability-in-the-age-of-ai.md
Podcast: [TBR Talks: Decoding Strategies and Ecosystems of the Globe's Top Tech Firms](https://stenobird.com/podcast/tbr-talks-decoding-strategies-and-ecosystems-of-the-globe-s-top-tech-firms-7179026)
Published: 2026-06-19T15:39:48+00:00
Episode link: https://tbri.com/podcast/infrastructure-strategies-measuring-profitability-in-the-age-of-ai/
Audio file: https://tbri.com/wp-content/uploads/2026/06/Episode-16-RAMP-V1.mp3
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Duration seconds: 1372

## Resource

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.

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## Transcript

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