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Why Every Tech Vendor Needs a Real AI Story

Every product roadmap conversation with a technology vendor now runs through one filter that has nothing to do with the roadmap itself: does the company have an AI story that a buyer's finance team would actually underwrite. Forrester Research just gave that gut check a formal structure. Its newly introduced AI Disruption Model evaluates 17 technology and service categories, spanning more than 200 individual markets, against nine factors including AI substitutability, labor intensity, and switching costs. The finding that should reorder tech vendor strategy conversations this quarter is not which markets grow. It is how few of them do, and what that scarcity means for everyone else. Only Three Categories Get an Unambiguous Green Light According to the research, infrastructure providers such as cloud platforms, data centers, and storage; data and AI providers spanning models, platforms, and governance tooling; and cybersecurity and identity providers covering zero trust and AI agent...

SaaS Spend Shifts to Agentic AI Outcomes

For three decades, enterprise software vendors have measured their worth by a simple proxy: how many people logged in each day. Software seat licenses, dashboards, and feature sprawl were the currency of growth. That currency is losing its value fast as the market evolves. When an AI agent can complete a procurement workflow, reconcile a ledger, or resolve a customer ticket without a human ever opening the application, the user interface stops being an asset. The software app is invisible, and invisible software does not sell more user seats. This is not a distant scenario. It is already reshaping how enterprise buyers evaluate software vendors, and the numbers behind it are large enough that no enterprise CIO or CFO should treat this as a rounding error. Enterprise SaaS Market is Vulnerable Gartner estimates that up to $234 billion in enterprise application software spend will be exposed to what it calls Agentic Arbitrage between now and 2030. That figure represents the portion of the...

China's Device Market Splits in Two

For years, China's PC and tablet market has been read through the lens of consumer appetite: subsidy cycles, replacement timing, the post-pandemic hangover. That framing is now obsolete. China's device market reveals something more structurally significant for technology buyers and finance leaders alike. The shipment decline underway in 2026 is not primarily a story about Chinese consumers losing interest in new hardware. It's a story about component economics rewriting the cost basis of every enterprise IT device, and CIOs who treat this as a temporary soft patch are likely to misjudge both the timing and the depth of what is coming. The PC Market Development Impact According to Omdia, mainland China's PC shipments fell 2 percent year over year in the first quarter of 2026, dropping to 8.9 million units, while tablet shipments declined 5 percent to 8.3 million units. Notebook and mobile workstation shipments dropped 19 percent to 5.3 million units, even as desktop and ...

Distributed Edge Computing Vendors Adapt to Change

The 5G edge network value chain of players has an upside opportunity to generate new revenue and gain visibility in a market that includes IT data center companies, enterprise end verticals, public cloud service providers, and content delivery network (CDN) providers. 5G edge networks will play a key role in unlocking the commercial potential of new use cases such as private wireless communications. According to the latest worldwide market study by ABI Research, 5G private networks revenue will grow from $1.6 billion in 2021 to $65 billion in 2030, with a Compound Annual Growth Rate (CAGR) of 60.1 percent. 5G Edge Network Market Development "With 5G edge networks, every enterprise engagement is a custom job. Consequently, communications service providers (CSPs) and vendors seek to establish business models that are governed by different KPIs, both technical and commercial," said Don Alusha, senior analyst at ABI Research . This opportunity stands in contrast with product-led ...

Why Cloud Infrastructure is Viewed as a Commodity

The CIO at a typical large enterprise has a difficult task today. They're expected to perform procurement due diligence, in a professional and comprehensive manner, before selecting a cloud computing service(s) for their organization's many workload requirements. More often than not, they look to one of the leading IT industry analysts for guidance. From a CIOs perspective, the industry analysts that they subscribe to (i.e. pay them an annual fee for their analysis) are expected to provide market clarity and a candid assessment of the various players. Honest and informed analyst guidance is particularly important when most of the primary vendors and service providers tend to deliver the same basic offerings, or make very similar claims about their company's cloud-related capabilities. Moreover, viewed through the lens of the collective IT technology trade media, a CIO can be excused for thinking that the current cloud infrastructure marketplace appears to be an undif...

How Buyers Research Complex Product Purchases

We know that the internet is a source of consumer product information and guidance, but how are marketers helping B2B decision-makers . According to the latest assessment by eMarketer , buyers investing in high-cost complex product or service purchases require extensive research and consideration. Typically, these buyers will search for meaningful content online, select a short-list of vendors and solicit peer advice -- in order to finalize their purchase decisions. That said, survey findings from TriComB2B and the University of Dayton School of Business Administration suggest that these buyers are now using their smartphones to gather purchase information. In fact, their market study revealed that 59 percent of B2B purchase decision-makers and influencers had used a smartphone to gather information -- indicating there's a significant group of buyers seeking content sources such as websites, catalogs and insightful blogs. But data indicates few product and service vendor...