The global AI chip market is expanding rapidly. As AI workloads become more complex and large scale, enterprises are demanding higher performance, lower latency, and integration capabilities that go beyond traditional compute approaches. Chip-level decisions are now being treated as a strategic component of enterprise infrastructure, with organizations seeking to balance workload flexibility, ecosystem integration, and silicon-level optimization. At the same time, the provider landscape is diversifying rapidly. Hyperscalers, established providers, and emerging participants are all introducing differentiated architectures, toolchains, and delivery models – creating a dynamic environment that requires enterprises to rethink infrastructure strategies. This shift is reshaping expectations around how AI workloads are deployed and scaled, and how enterprises derive value from AI-native infrastructure. In this report, we present a strategic outlook on the AI chip market, analyze provider segments, adoption shifts, and enterprise priorities. The report leverages Everest Group’s AIMPACT framework to offer a practical playbook for evaluating, selecting, and operationalizing AI-specific chips.

The rapid rise of generative AI has led to a global infrastructure transformation, accelerating demand for high-performance computing and next-generation data centers. As enterprises and governments invest in sovereign compute capabilities, India is emerging as a key player due to its expanding digital economy, progressive policy environment, and growing hyperscaler activity. This report explores how India’s data center ecosystem is evolving, from concentrated tier-1 city hubs to a more distributed, regionally balanced model aligned with AI demands. However, not all regions are equally equipped to support dense, latency-sensitive AI workloads. Power availability, network infrastructure, land access, and environmental resilience vary widely across cities. To evaluate these differences, Everest Group introduces the CALIBER-DC framework, a comprehensive model that assesses regional data center readiness across key dimensions. This Viewpoint offers strategic insights for infrastructure developers, policymakers, and enterprises seeking to scale AI infrastructure in India.

The mainframe services market is growing steadily due to enterprises’ evolving demands. As businesses undergo digital transformations, enterprises are reassessing their mainframe strategies, prioritizing integration with cloud platforms, and modernizing legacy applications. The shortage of skilled professionals proficient in mainframe technologies also drives the enterprise’s need to modernize. Thus, the demand for mainframe services outsourcing shows steady and positive growth across geographies and industries. Enterprises seek mainframe solutions that accelerate application modernization and deployment, leverage AI/ML and generative AI, reduce costs and technical debt, and transform their businesses. In this report, we examine the current global mainframe services market, including trends across industries, geographies, and service segments. Scope All industries and geographies This assessment is based on Everest Group’s annual RFI process for the calendar years 2023-2024, interactions with leading mainframe service providers, client reference checks, and an ongoing analysis of the mainframe services market Contents In this report, we: Examine the global mainframe services market Evaluate mainframe services trends and demand drivers Analyze providers’ offerings 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

Mainframe services remain essential in enterprise IT infrastructure as they manage extensive processing needs for high-volume transactions, making them a favorable business option. Renowned for their strong performance and reliability rooted in unique computing architecture, mainframe systems are vital. However, the rapid advances of cloud transformation initiatives compel enterprises to review their current mainframe configurations focused on integration and modernization. Skilled personnel shortage further accelerates this review process. Enterprises seek innovative solutions from providers to enable swift application migration, intelligent optimization, and seamless integration into modern hybrid environments. This compendium provides comprehensive and fact-based snapshots of 17 mainframe service providers’ capabilities and offerings. Each profile offers a detailed overview of the provider’s service focus, key IPs/solutions, and domain investments. The research will enable buyers to select the best-fit provider for their needs and empower providers to benchmark themselves against their competition. Scope All industries and geographies This report is based on Everest Group’s RFI process for the calendar year 2024, interactions with leading mainframe service providers, client reference checks, and an ongoing analysis of the mainframe services market Contents This report features 17 mainframe service provider profiles which includes: An overview of the mainframe service providers Providers’ case studies and proprietary solutions Partnerships and investments in the mainframe services domain Membership(s) Cloud and Infrastructure Services Sourcing and Vendor Management

Mainframe services remain a cornerstone of enterprise IT infrastructure due to their unparalleled capacity to handle massive processing requirements. Known for their robust performance and reliability stemming from their distinct computing architecture, mainframe systems continue to play vital roles in various industries. However, the rapid pace of cloud transformation initiatives has prompted enterprises to reassess their mainframe setups, prioritizing integration and modernization efforts. The scarcity of skilled resources further drives this evaluation process. Enterprises actively seek innovative solutions from partners to facilitate swift application migration, intelligent optimization, and seamless integration into modern hybrid environments. In response, providers are evolving their offerings to meet these demands and provide value-added solutions. In this report, we assess 17 mainframe Service Providers (SPs) featured on Mainframe Services PEAK Matrix® Assessment 2024 and categorize them as Leaders, Major Contenders, and Aspirants based on their capabilities and offerings. Scope All industries and geographies The assessment is based on Everest Group’s RFI process for the calendar year 2024, interactions with leading mainframe SPs, client reference checks, and an ongoing analysis of the mainframe services market Contents In this report, we: Examine the market impact, vision, and capabilities of 17 SPs focused on mainframe services Study providers’ key strengths and limitations Evaluate enterprise sourcing considerations Membership(s) Cloud and Infrastructure Services Sourcing and Vendor Management

In recent years, enterprises have been undertaking digital transformation initiatives to improve their business models and operational efficiencies. However, many of them are realizing lower-than-expected benefits from these initiatives. While the reasons behind this value leakage are many, firms that simply equate digital transformation with technology change are more susceptible to failure. Shortfalls in transforming operating models in line with broader digital transformation initiatives result in siloed operations structures, limited process reengineering, and improper response to business changes. Enterprises require a technology transformation coupled with operating model transformation. In this report, we examine how organizations can transform into composable enterprises by evaluating, redesigning, and realigning their operations across infrastructure, core systems, and process layers. Enterprises wanting to maximize the benefits from their cloud and datacenter transformation initiatives will benefit from this research. Scope Service line: cloud and datacenter All industries and geographies Contents In this viewpoint, we examine: The need to take a fresh look at cloud and datacenter operations Key factors that define enterprise operations maturity, characteristics, and framework Digital and process enablers that enable operations transformation Best practices for successful transformation Membership (s) Cloud and Infrastructure Services Sourcing and Vendor Management

Despite many heralding the end of the road for mainframe systems, these systems continue to be vital components in enterprise IT. They remain a strong choice for enterprises needing large processing capacities for high-volume transactions. Mainframe systems are known for their superior performance and reliability due to their unique computing architectures. However, with the pace of digital transformation mandates picking up, most enterprises are evaluating their mainframe systems for better optimization and compatibility with modern platforms and applications. Limitations around the availability of skilled resources also influence enterprise decisions. Recognizing the need, manufacturers and providers are responding with innovative solutions for faster application deployments, intelligent optimization, and integration into modern hybrid environments. In this research, we present the current state of the market related to mainframe services, including deal characteristics, enterprises expectations, and challenges. We deep dive into the best practices for enterprises and implications for providers as they consider the future of mainframes. Scope Industry: all major industries with mainframe services implementations Geography: global Contents In this report, we: Provide an overview of the global mainframe services market Examine mainframe services market trends, demand drivers, and deal characteristics Recommend enterprise considerations for their mainframe transformation Membership (s) Cloud and Infrastructure Services Sourcing and Vendor Management

COVID-19 significantly impacted IT services globally, as it reduced enterprise demand, disrupted supply chains, posed business and service continuity challenges, threatened the financial viability of firms, and increased cybersecurity risks. In the aftermath of the pandemic, IT infrastructure will have a key role to play in revitalizing enterprises and helping them meet their objectives. Enterprises need to re-evaluate how IT infrastructure needs to be conceived, built, implemented, and managed to meet the pandemic-induced challenges. The Zero infrastructure approach, which focuses on Zero experience and Zero build, can address enterprises’ two key IT infrastructure goals by helping them: Experience secure, touch-less, and disruption-less IT infrastructure Build cost-effective, environmentally conscious, and asset-light IT infrastructure In this research, we examine the trends impacting the Cloud and Infrastructure Services (CIS) market and analyze aspects such as market size, deal sizes, deal durations, and pricing. The report will help enterprises understand key trends, evaluate the Zero infrastructure approach, and manage their sourcing portfolios. Scope All industries and geographies Key trends shaping the cloud and IS market – evaluating the Zero infrastructure approach in detail Contents Our annual research deep dives into the infrastructure services market, providing data-driven perspectives on adoption trends, demand drivers, and enterprise challenges. The report also explores the Zero infrastructure approach, which can help enterprises address internal IT operational inefficiencies as well as meet external business challenges. Membership(s) Cloud and Infrastructure Services Sourcing and Vendor Management

Mainframes continue to be a vital component in enterprise IT, despite many heralding the end of the road for these systems. These systems are still considered as formidable options for enterprises that require large processing capabilities for high-volume transactions. Mainframe systems leverage their unique computing architecture to offer superior and reliable performance. However, with an acceleration in digital transformation initiatives, most enterprises are evaluating their mainframe systems for better optimization and compatibility with modern platforms and applications. Enterprise decisions in this regard are also influenced by concerns around the availability of skilled resources. Enterprises are seeking partners with innovative solutions for faster application deployments, intelligent optimization, and integration with modern hybrid environments. In this research, we present detailed assessments of 14 providers featured on the Mainframe Services PEAK Matrix® and categorize them as Leaders, Major Contenders, and Aspirants based on their capabilities and offerings. Each profile offers a comprehensive picture of the mainframe service provider’s vision and strategy, scope of services offered, enterprise adoption, investments, partnerships, case studies, innovative solutions, and strengths and limitations. Scope All industries and geographies The assessment is based on Everest Group’s annual RFI process considering investments made through November 2021, interactions with leading mainframe service providers, client reference checks, and an ongoing analysis of the mainframe services market Contents This report features 14 mainframe service provider profiles, each of which includes: A summary dashboard – market impact and vision and capability assessment Strengths and limitations of the service provider A general overview of the provider’s mainframe services business – vision, scope of services offered, and adoption across enterprise segments and geographies Key mainframe services case studies An overview of the provider’s mainframe services investments, key solutions, and partnerships Membership Cloud and Infrastructure Services Sourcing and Vendor Management