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市场份额：中国数据库云平台市场份额，2025

Nan Wang — Mon, 31 Aug 2026 04:00:00 GMT

本IDC研究分析了2025年中国数据库云平台市场中领先供应商的市场份额。

IDC中国企业级软件研究领域研究经理王楠表示：“随着近年来中国本地数据库市场的迅猛增长，基于数据库的生态服务市场也同步迈向成熟，市场格局日益清晰。在数字化转型的大潮中，数据库云平台作为关键的基础设施之一，正逐步成为企业数据管理的核心选择。”

Market Share: Worldwide Event Stream Processing Software Shares, 2025

Carlos Gonzalez — Sat, 29 Aug 2026 04:00:00 GMT

"The value in event-driven analytics and automation continues to move up the stack. Real-time data remains essential, but competitive advantage is increasingly shaped by the ability to provide analytical context, support AI-driven decisions, and connect intelligence with operational outcomes." — Carlos Gonzalez, research manager, Event-Driven Automation and Analytics, IDC

IDC Market Glance: 中国数据库管理系统，3Q26

Lizzie Li, Nan Wang — Tue, 25 Aug 2026 04:00:00 GMT

本IDC Market Glance报告涵盖了2026年第三季度中国数据库管理系统市场，并展示了不同细分市场中具有代表性的活跃厂商。中国数据库管理系统市场已经从早期“国产化替代驱动的高速扩张”进入“国产深化+云原生+AI原生+行业核心系统落地”的新阶段。企业不再追求单一数据库一统所有场景，转而搭建混合数据基础设施：关系型、文档、时序、图、流引擎各司其职。数据管理产品既有细分分化，也出现场景整合；厂商不再单纯比拼单一引擎性能，而是重点打造引擎互通能力。

Trends in Managed Databases

Rob Tiffany — Mon, 24 Aug 2026 04:00:00 GMT

This IDC Perspective examines how Microsoft Azure, Amazon Web Services, Google Cloud Platform, Oracle Cloud Infrastructure, Alibaba Cloud, Tencent Cloud, and IBM Cloud are redesigning their managed database portfolios around AI. Native vector search, autonomous operations, serverless and distributed SQL architectures, and multimodel convergence are reshaping how these platforms compete, whereas sovereignty and governance requirements continue to differentiate vendors by geography and regulatory fit. For technology leaders, the practical challenge is no longer whether a database can support AI workloads, since nearly all of them now can in some form, but on how mature, portable, and governable each vendor’s AI layer actually is.

“The database has quietly become the newest front line in the AI platform war,” explains Rob Tiffany, research director, cloud infrastructure, IDC. Tiffany adds, “Buyers that evaluate only the engine and miss the AI tooling wrapped around it are going to be surprised by where the real lock-in and the real cost end up.”

IDC's Worldwide Data and Analytics Software Taxonomy, 2026

Stewart Bond, Carlos Gonzalez, Marlanna Harrington, Megha Kumar, Devin Pratt — Mon, 17 Aug 2026 04:00:00 GMT

This IDC presentation discusses a modernized framework for categorizing the competitive data and analytics software market. This taxonomy defines three primary segments (analytic data management and engineering platforms, business intelligence and analytics tools, and decision intelligence and performance management), detailing their subsegments, representative vendors, and evolving capabilities. The study reflects the market's shift toward cloud, AI, and real-time analytics, supporting organizations' strategic, operational, and tactical decision-making needs.

"As data volumes surge and agentic AI transforms decision-making, the future of analytics software lies in mastering complexity, integration, and intelligence across every business function," said Marlanna Harrington, senior research analyst, Data, Analytics, AI, and Automation, IDC.

IDC MarketScape: 中国Data Agent 2026年厂商评估

Leo Li, Yanxia Lu — Wed, 12 Aug 2026 04:00:00 GMT

本IDC研究评估的厂商类型覆盖互联网厂商、云服务厂商、大数据厂商等。IDC针对入选厂商的能力和战略进行了综合评估，评估标准包括收入规模、产品技术能力、市场和生态以及未来发展战略等。各维度根据市场情况进一步划分为若干细分项，并配以不同权重，从而形成IDC MarketScape综合评分体系，通过IDC分析师针对各个厂商和大量最终用户的深入访谈，综合分析并确定各厂商在IDC MarketScape中的相对位置，并探讨厂商的特点和战略、总结发展趋势，为技术买家进行产品选型提供参考。

“Data Agent市场在快速成型，各家企业采用不同的技术路线来实现Agent在原有解决方案中的落地。可以预见，Data Agent的出现会让市场用户愿意投入更多资源和预算来进行采购升级，但具体的商业模式和可带来的营收规模尚未固定。”——李浩然，IDC中国新兴科技研究领域高级分析师。

Palantir Posts Record 1Q26 Results: U.S. Business Crosses 100% Growth Threshold

Alan Webber — Wed, 12 Aug 2026 04:00:00 GMT

Palantir's first-quarter 2026 results of 85% revenue growth, the U.S. business' first quarter above 100% year-over-year growth, and a raised full-year guide to 71% growth reflected commercial momentum alongside a government segment that still accounted for 53% of revenue, where the Maven Smart System's shift to a Pentagon program of record and Titan's strong showing in the Army's spring congressional review mark a genuine structural upgrade in Palantir's defense position.

Market Forecast: Worldwide Global DataSphere Structured and Unstructured Data Forecast, 2026–2030

Adam Wright — Mon, 10 Aug 2026 04:00:00 GMT

This IDC study presents a forecast for Global DataSphere structured and unstructured data.

"Unstructured data remains the dominant force in the Global DataSphere, accounting for roughly 79% of all data generated by 2030," says Adam Wright, senior research manager for IDC's Global DataSphere and Global StorageSphere research. "While structured data is growing faster on a percentage basis, the sheer volume of video, image, and IoT sensor streams ensures that unstructured data will define storage and infrastructure demands for the foreseeable future."

Spoon-Fed Growth: Bending Spoons Sets a Place for Airtable

Wayne Kurtzman, Melinda-Carol Ballou — Fri, 07 Aug 2026 04:00:00 GMT

On July 30, 2026, Bending Spoons S.p.A. (Nasdaq: BSP) announced a definitive agreement to acquire Airtable in an all-cash transaction valuing the company at an enterprise value of $1.285 billion. Together with Airtable's existing net cash position, the deal implies an equity value of roughly $2.25 billion. The transaction, unanimously approved by both boards, is subject to customary regulatory approvals and is expected to close later in 2026; until then, the two companies will continue to operate independently. This IDC Link evaluates the market implications of this agreement.

市场份额：中国大数据平台市场份额，2025

Leo Li, Yanxia Lu — Wed, 05 Aug 2026 04:00:00 GMT

本IDC研究分析了2025年大数据平台市场中领先供应商的市场份额。

IDC中国AI与数据领域高级分析师李浩然表示：”随着AI Agent与自主数据流的成熟，AI大数据平台将进一步向自然语言交互、自优化、自运维的智能化形态演进，成为企业构建差异化AI竞争力与实现数据资产高效变现的核心基础设施。2025年中国大数据平台市场即实现了27.8%的增长。”