Thought Leadership Team
New Research
AMD's $4.9 billion acquisition of ZT Systems represents a strategic effort to enhance its capabilities in the AI and datacenter markets, aiming to capture a significant share of the $108 billion AI systems infrastructure market by 2028. By ...
The recent IT outage caused by silent updates pushed out by CrowdStrike to its Falcon agent exposes an issue that is at the heart of how the IT industry operates. It highlights the contrasting trust and attestation mechanisms taken by opera...
本IDC看法将详细探讨生成式AI（GenAI）定价模式，为IT和采购人员针对各类GenAI部署场景制定预算提供参考。由于各个技术堆栈间的相互依赖关系，生成式AI的定价格局非常复杂。此外，GenAI市场相对较新，意味着套餐方案和价格都在迅速变动，会引起一定程度的市场波动，难以制定规划或预算。率先推出AI技术的供应商采用了低折扣策略，表明定价模式还有待提升。建议企业对非关键场景采取谨慎的“观望”态度。随着市场的不断发展，企业应根据灵活性、透明度和可及性来评估提供商，综合考量各种定...
This IDC study provides a detailed taxonomy for the public cloud infrastructure as a service (IaaS) market. The scope of this document includes public cloud compute and storage services only."Public cloud IaaS will play a significant role i...
This IDC Market Note highlights the major announcements and demonstrations by datacenter infrastructure solution providers at Computex 2024 at Taipei Nangang Exhibition Center 1 and 2, in Taiwan. The vendor announcements and demos were spec...
Hewlett Packard Enterprise (HPE) and NVIDIA expanded their partnership, unveiling "NVIDIA AI Computing by HPE," a comprehensive suite of AI solutions aimed at facilitating the adoption of generative AI (GenAI) technologies across a range of...
Penguin Solutions, with decades of expertise in high-performance computing (HPC), artificial intelligence (AI), and the Internet of Things (IoT), is enhancing its OriginAI solution by deeper integration with NVIDIA technology. This expanded...
On June 4, 2024, Hewlett Packard Enterprise (HPE) announced 2Q24 financial results. The company reported that total net revenue increased by 4% year over year (YoY) in constant currency to $7.2 billion. Revenue significantly exceeded prior ...
On May 30, 2024, Dell Technologies held a quarterly earnings call and disclosed its 1Q25 financial results. Dell Technologies maintains two primary business units: the Client Solutions Group (CSG) and the Infrastructure Solutions Group (ISG...
本調査レポートでは、2024年に更新されたIDCの「Future of Digital Infrastructure」フレームワークについて説明する。このフレームワークは、デジタルインフラストラクチャ環境全体に渡る新たなイノベーションと破壊的変化が、今後数年間でどのように競争上の優位性を獲得するための重要な機会をもたらすかについて、企業の意思決定者に最新の見解を提供する。このフレームワークは、重要なコンピューティング、ストレージ、エッジ、ネットワーク、管理運用テクノロジーとパ...
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