Research
Jul 2026
... media and services continues to dominate vertical market growth, supported by strong investments from hyperscalers and service providers in AI-optimized infrastructure. Expanding AI capacity and accelerating GenAI adoption remain the primary drivers of market momentum. Opportunity Overview Notable Changes ...
Analyst(s):
Jeff Casey
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Gregor Petri
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Scot Kim
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Rishi Sood
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Shivani Palepu
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Hanna Karki
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Jonathan Rivera
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James Ingham
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Marlena Brown
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Pankaj Verma
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Peter Kjeldsen
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Sruthi Nair
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Inna Agamirzian
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Marc Halpern
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Nicole Foust
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Debbie Buckland
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Jonathan Davenport
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Simon Cushing