As enterprise AI adoption scales, organizations are actively investing in infrastructure that supports diverse AI workloads, from training to inference, across data center and edge environments. AI is driving demand for specialized chips, private cloud flexibility, and scalable performance aligned with governance requirements. This report reviews Dell Technologies’ AI infrastructure-related announcements made at Dell Technologies World 2025. It outlines Dell’s current infrastructure positioning and details the key products and capabilities launched across compute, storage, and orchestration layers. It further maps these announcements to broader enterprise infrastructure themes and offers a structured view of how Dell is designing products for modular AI deployments and stack extensibility. The report is intended to help technology decision-makers, partners, and infrastructure stakeholders understand the scope of Dell’s product updates and their relevance within the AI infrastructure landscape.

AI’s rapid evolution demands purpose-built computing infrastructure that balances cost-efficiency, scalability, and high performance. Training deep learning models requires massive computational power, pushing traditional hardware’s limits. Cloud providers and enterprises are seeking cost-effective yet robust solutions to train increasingly complex models while optimizing energy consumption and reducing latency. As enterprises increasingly adopt AI-driven solutions, cloud providers are taking the lead in innovation to meet these growing demands. Cloud providers such as AWS have been at the forefront of this transformation, investing heavily in custom AI chips to enhance deep learning training and inference capabilities. AWS’ Trainium and Inferentia stand out as powerful, cost-effective alternatives to conventional hardware. These chips enable organizations to scale AI applications seamlessly, reduce dependency on expensive third-party hardware, and enhance performance across cloud-based machine learning workflows. In this report, we explore the potential of Trainium2, an AWS chip launched at re:Invent 2024, examining its key features, including cost efficiency, ease of integration into different environments, and security and privacy concerns. We also provide insights into its market positioning, key benefits, and broader implications for enterprises. Scope All industries and geographies Contents In this report, we: Provide an overview of the Trainium2 chip that AWS launched at their re:Invent 2024 event Examine its current positioning and alignment in the AI infrastructure market Explore its specifications, benefits, and challenges

The global services industry is rapidly transforming, fueled by advances in AI, automation, and digital innovation. While AI remains in its experimental stage, optimism for near-term results is growing, complemented by the increasing adoption of advanced systems such as agentic AI. Enterprises are heavily investing in AI to enhance efficiency and innovation. Global business services and global capability centers are evolving to deliver more strategic outcomes, while organizations focus on modernizing business models, building strategic collaborations, and leveraging technology to thrive in a dynamic market. This report provides perspectives on how leading global enterprises were impacted in 2024 and are planning to foster innovation in 2025. Scope Services: Engineering and IT (EIT) All industries and geographies Contents In this report, we explore: Top business challenges and key business model changes in 2025 Outlook and priorities for 2025 Key themes defining the EIT industry during these uncertain times Anticipated changes to provider portfolios and key provider-related challenges and priorities Membership(s) Application Services Digital Workplace Engineering Research and Development Software Product Engineering Services Sourcing and Vendor Management

The rise in Artificial Intelligence (AI) and gen AI adoption has cast the spotlight on technology infrastructure’s demand to support AI workloads. AI workloads can put considerable strain on IT infrastructure, placing huge demands on data, storage, and network infrastructure during model training and inferencing. Enterprises are increasingly recognizing the need for dedicated infrastructure, which is vital for AI applications’ optimal functioning and forms AI deployment’s backbone. As AI’s demand grows, they are strongly emphasizing advanced compute hardware, high storage capacity, enhanced connectivity, and robust cloud platforms and data centers. In this report, we provide the global AI infrastructure market’s outlook along with enterprise concerns and challenges, adoption framework, recent developments, and implications for enterprises and providers. Additionally, the report provides an enterprise playbook for AI infrastructure adoption and the top 20 AI infrastructure providers’ overview. Scope All industries and geographies AI infrastructure Contents In this report, we provide: Global AI infrastructure market’s overview with demand drivers, enterprise concerns, and adoption framework The top 20 AI infrastructure providers’ overview Membership(s) Cloud and Infrastructure Services Sourcing and Vendor Management

Mainframe systems remain the cornerstone of enterprises' IT strategies, especially for those requiring substantial processing power for high-volume transactions. Despite the evolving technology and business landscapes, enterprises maintain a positive outlook on mainframe services’ future, focusing on value generation and operational efficiency. Providers are considered essential partners in navigating mainframe technology’s complexities and sustaining a competitive edge. To understand enterprise satisfaction with mainframe service providers, Everest Group conducted over 60 structured interviews with leading service providers’ buyers. These interviews were part of the Mainframe Services PEAK Matrix® evaluation carried out between 2023 and 2024. The report captures enterprise experiences comprehensively, providing insights into technology priorities, digital agendas, outsourcing strategies, and service providers' perceptions. As part of the study, key enterprise stakeholders were surveyed on various dimensions related to satisfaction with mainframe services. These enterprises were nominated as reference clients by different service providers examined across Mainframe Services PEAK Matrix® evaluation. In addition to providing insights into enterprises' satisfaction levels with mainframe service providers across key parameters, this report identifies the top three providers delivering superior value across mainframe services. Scope All industries and geographies The report is based on a detailed assessment of client reference feedback that Everest Group gathered as part of its Mainframe Services PEAK Matrix® evaluation conducted between 2023 and 2024 Contents In this report, we: Evaluate in-depth various enterprises’ feedback across different satisfaction dimensions, such as technology priorities, digital agendas, and outsourcing strategies Highlight the top three service providers delivering superior value and detail the key strengths and limitations of 14 additional providers Membership(s) Cloud and Infrastructure Services Sourcing and Vendor Management

The mainframe management landscape is evolving as enterprises seek advanced solutions to simplify complex IT operations and enhance efficiency. To support this transformation, Broadcom launched the WatchTower platform to enhance mainframe incident resolution. WatchTower offers end-to-end visibility, real-time information streaming, and automated topology discovery. It integrates unified AIOps and OpenTelemetry to offer proactive issue detection and resolution. In this report, we examine Broadcom’s current market position, its strategic objectives, and mainframe management challenges it faces. This research is essential for IT leaders and mainframe administrators seeking to optimize their mainframe operations and harness the technology’s benefits. Scope All industries and geographies This assessment is based on Everest Group’s review of the WatchTower platform launched during the Broadcom Mainframe Analyst Summit 2024 Contents In this report, we: Assess the mainframe market, highlighting its key drivers and inhibitors Examine Broadcom’s position in the mainframe market Offer a detailed review of Broadcom’s WatchTower platform Membership(s) Cloud and Infrastructure Services Sourcing and Vendor Management