Jacob Fong

Sep 28, 2023 | tbri.com | Angela Lambert |Jacob Fong

Post-pandemic, IT infrastructure vendors have experienced a challenging year, with the steepest decline in demand occurring in the general compute segment. At the same time, the rush to develop AI-based solutions and establish competitive advantages using AI has led to insatiable demand for AI-ready servers. Join TBR Principal Analyst Angela Lambert and Analyst Jacob Fong Thursday, Oct.

Jul 13, 2023 | tbri.com | Jacob Fong

IT infrastructure vendors are enduring the headwinds of server and storage markets reaching a new normal after nearly two years of record sales and profitability is replaced by more conservative customer demand. At the same time, IT organizations are adapting to post-pandemic ways of working and adjusting their strategies.

Jun 30, 2023 | tbri.com | Jacob Fong

2023 Lenovo ISG Analyst Summit; Budapest, Hungary; June 13-14, 2023 — During the two-day 2023 Lenovo ISG Analyst Summit, Lenovo executives detailed the company’s performance and progress across multiple strategic initiatives. Lenovo has been diversifying aggressively, filling portfolio capability gaps by acquiring assets such as PCCW Solutions and creating strategic partnerships such as with NetApp (Nasdaq: NTAP) and WEKA.