Latest Analyst Insights
06 May, 2026
Every major server OEM is projecting strong midmarket hardware revenue through 2027. The analyst consensus calls it a refresh cycle - aging infrastructure hitting end-of-life, customers replacing what they have with the next generation. Standard industry mechanics. Techaisle's primary research on mi...
04 May, 2026
There is a persistent narrative in the infrastructure market that small businesses are lagging in data center modernization. Walk into any vendor's SMB strategy session, and the slide deck invariably frames the 1–99 employee segment as an adoption gap to be closed. The assumption is that these firms...
29 April, 2026
For two decades, the bargain between AWS and the software industry was clear and mutually profitable. AWS sold the substrate - compute, storage, networking, databases, and models. Independent software vendors built the experiences that customers actually used. The hyperscaler captured rent on the fl...
