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Thematic Analysis
NewIT Infrastructure Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Cisco continues to lead the thematic screen of GlobalData’s IT infrastructure sector scorecard. The company first took the top spot in Q3 2023 and has maintained it since then, thanks to scores of 5 out of 5 for seven of the screen’s 10 themes.
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Thematic Analysis
NewIT Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring well in the cloud, data analytics, and future of work themes lead the thematic screen of GlobalData’s IT services sector scorecard. This is dominated by the global IT services giants Accenture, IBM, and Infosys, closely followed by Capgemini and Tata Consultancy Services (TCS). Indian heritage vendors occupy half of the top 10 vendor positions, suggesting they are successfully adapting their strategies to the long-term concern of a declining cost advantage versus their US and European peers.
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Thematic Analysis
NewTelecom Infrastructure Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s telecom infrastructure sector scorecard is led by global vendors that score well in the themes related to cloud computing (e.g., programmable infrastructure, edge computing, private networks), 5G, and artificial intelligence (AI). The leaders include US network vendor Cisco, European radio access network (RAN) specialists Nokia and Ericsson, and innovative new entrants such as Mavenir and Rakuten, which is reaping the benefits of acquiring Open RAN vendor Altiostar.
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Thematic Analysis
NewCloud Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s cloud services sector scorecard is led by the global hyperscalers Microsoft and Amazon, with Alphabet and IBM also in the top 10. Microsoft and Alphabet, in particular, are aggressively investing in generative artificial intelligence (AI), developing foundational large language models (LLM), and building the infrastructure to offer related services to customers. In recent months, Alphabet launched its Gemini AI model, Microsoft launched its own AI chips and also invested in Mistral, and Microsoft’s strategic partner...
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Thematic Analysis
NewCybersecurity – Thematic Intelligence
The cybersecurity industry faces a challenge that is anything but business as usual. The prospect of offensive attacks using artificial intelligence (AI) is prompting increases in cybersecurity budgets as organizations try to understand the impact of generative AI on their security. Hacking groups will likely use large language models (LLMs) trained on malware to target their attacks more effectively. AI is already used for threat detection, and its greater adoption will help offset attacks. However, learning how to counter AI-led...
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Company Insights
NewBarclays Plc – Digital Transformation Strategies
Barclays Digital Transformation Strategies Overview Barclays has been investing in emerging technologies over the years to improve efficiencies, product offerings, and streamline operations. AI, big data, cloud, and blockchain are among the key technologies under focus for the company. The annual ICT spending of Barclays was estimated at $1.1 billion in 2023. A major share of this spending is earmarked for acquiring software, ICT services, and network and communications from vendors. Barclays Plc (Barclays) is a global financial services provider...
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Thematic Analysis
NewDigital Twins – Thematic Intelligence
Digital Twins Thematic Report Overview Digital twins are digital representations of physical assets, systems, people, or processes. They help in detecting, preventing, predicting, and optimizing the physical environment using artificial intelligence (AI), real-time analytics, visualization, and simulation tools. Digital twins can provide short and long-term efficiency and productivity gains by dynamically integrating data and information about an asset, part, process, or system’s lifecycle. They are a data resource that can improve asset design, understand an existing asset’s condition, verify the...
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Thematic Analysis
Cloud Computing – Thematic Intelligence
Cloud Computing Thematic Report Overview The cloud services sector competes to provide the best artificial intelligence (AI) platforms and services, partly catalyzed by the emergence of generative AI. AI is now central to the cloud services market, from developing custom chips and supporting workloads and providing the models and tools necessary to develop AI-enabled solutions. The Cloud Computing  thematic intelligence report provides an overview of the cloud computing theme. It identifies the key trends impacting the growth of the theme...
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Thematic Analysis
Frictionless Commerce – Thematic Intelligence
Frictionless Commerce Thematic Report Overview At present, consumers demand instant gratification, and frictionless commerce aims to provide it. Frictionless commerce was pioneered by Amazon. It uses technology to identify the shopper, recognize their chosen objects, and bill them after they leave the store. The Frictionless Commerce thematic intelligence report provides an overview of the current landscape, as well as key players making a mark within it. The report provides an industry-specific analysis based on GlobalData databases and surveys, along with...
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Sector Analysis
NewEdge Computing Market Size, Trends and Analysis by IT Infrastructure, Vertical, Employee Size Band, Region and Segment Forecast to 2027
Accessing the in-depth insights from the ‘Edge Computing’ report can help: Understand the current and future state of the market, allowing businesses to make informed decisions about market entry, product development, and Identify competitors' capabilities to stay ahead in the market. Identify segments and know the stakeholders across different stages of the value Anticipate changes in demand and adjust the business development strategies Identify potential regions and countries for growth How is our ‘Edge Computing’ report different from other reports...