// vendor strategy

All signals tagged with this topic

Jul 27

Corporate AI spending pivots toward Chinese model arbitrage

Source: The Wall Street Journal (paywall)

Enterprise buyers are systematically mixing cheaper inference from Chinese models (DeepSeek, etc.) with premium reasoning from OpenAI and Anthropic—a deliberate cost-arbitrage strategy that fractures the "all-in" vendor lock-in the American labs were pricing into their IPO multiples. Procurement teams now treat model selection as a commodity sourcing problem rather than a strategic platform choice, directly undermining the unit economics that justified $80B+ valuations for labs betting on token consumption growth.

theme-connected infrastructure networking platforms vendor strategy

May 27

Networking Vendors Shift From Dashboards to Integrated Platforms

Source: Featured Blogs - Forrester

Enterprise networking companies are moving beyond monitoring tools to build end-to-end platforms that automate operations and integrate with broader IT stacks. Customers want to reduce tool sprawl and operational overhead. This collapses the vendor landscape—traditional point-solution players either expand upmarket or lose relevance, while platform vendors like Cisco and Juniper gain leverage to own more of the IT budget. Customers also care more about native orchestration and workflow automation than dashboards that summarize data.