Episode Details

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.