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Market Analysis Perspective: Worldwide Public Cloud Platform as a Service, 2026

Adam Reeves — Thu, 15 Oct 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the worldwide public cloud platform as a service (PaaS) market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers.

"The public cloud PaaS market has gone through a massive sea change. While in the past, data management held majority of segment-level revenue, now AI core software dominates with a five-year CAGR (2025–2030) of nearly 60% compared to an overall market CAGR of 35%. This market revolution has created opportunities for new vendors to move up the market share table." — Adam Reeves, research director, PaaS for Developers of Modern and Edge Applications, IDC.

Atlassian Team '26 Europe: Teamwork Graph, Atlassian MCP, and Agentic Developer Context for Public Cloud PaaS Buyers

Adam Reeves — Wed, 14 Oct 2026 04:00:00 GMT

Atlassian used Team '26 Europe to expand the Teamwork Graph with data and source code context, showcase a redesigned Atlassian MCP, and introduce Agentic Multiplayer Protocol (AMP) controls for agents working on and off the Atlassian platform. The announcements show steady execution on the May Anaheim roadmap and align with buyer demand for governed, developer-safe agent platforms, while the market will test cost attribution and governance beyond Atlassian's own interfaces.

CoreWeave Fully Connected 2026 — AI Loop and Forge

Jasdeep Singh, Dave McCarthy — Wed, 14 Oct 2026 04:00:00 GMT

At its first Fully Connected conference, held in San Francisco, CoreWeave launched CoreWeave Forge, a development layer built around what it calls the AI loop (run, observe, curate, improve, and evaluate), and made NVIDIA Vera Rubin NVL72 and the NVIDIA Vera CPU part of its infrastructure portfolio. Forge is now generally available, combining technology from Weights & Biases, OpenPipe, and marimo with CoreWeave's own training, inference, and sandbox services. Together, the announcements show CoreWeave extending from GPU capacity into the software layers enterprises need to run AI in production, while keeping its infrastructure as the foundation.

IDC Market Glance: Japan Public Cloud Services, 4Q26

Ayako Matsukage — Wed, 14 Oct 2026 04:00:00 GMT

本調査レポートは、国内パブリッククラウドサービス市場における主要ベンダーのマップを提供するものである。国内パブリッククラウドサービス市場を「PaaS（Platform as a Service）」「IaaS（Infrastructure as a Service）」「SaaS（Software as a Service）」の3つのセグメントに分類し、各セグメントおよびサブセグメントの定義を提供している。

Industry AI and Cloud Path 2026: Executive Summary

Nadia Ballard, Eric Newmark, Frank Della Rosa — Wed, 14 Oct 2026 04:00:00 GMT

This IDC Market Presentation examines data from IDC’s Industry AI and Cloud Path 2026, which provides deep insight into how each industry is moving to the cloud and adopting AI solutions for 30+ industry segments, including healthcare (payers — United States only, providers — United States only), life sciences (pharma/biotech and medical devices), manufacturing (aerospace and defense, automotive, industrial products and equipment, high tech, CPG, chemicals, paper mills, metals and materials), financial services (banking, insurance, capital markets), retail, energy (oil and gas, utilities), government (federal, defense and intelligence, state and local — select countries only), education (K–12 — United States only, higher education), hospitality and food service (including commercial travel), media and entertainment, and transportation and logistics.

Coverage for cloud and generative and agentic AI includes:

Cloud: Each industry’s journey to the cloud, adoption, application migration strategy and timing, drivers and inhibitors, budgeting trends, purchasing preferences, attitudes toward buying channels, vendor ratings and advocacy scores, behavioral trends, and cloud adoption and buying intentions for 400+ industry-specific cloud workloads and applications
Generative and agentic AI: The use, impact, and value creation of AI within each industry, including 380+ generative AI use cases

IDC’s Industry AI and Cloud Path 2026 also includes in-depth customer satisfaction ratings on cloud service providers’ delivery of cloud services, across more than 18 metrics, by industry. The survey also covers the AI capabilities of major enterprise application vendors.

面向智能体的AI容器云基础设施技术能力评估，2026

Tina Cui — Wed, 14 Oct 2026 04:00:00 GMT

本IDC研究主要围绕中国云容器市场容器平台的技术能力展开，希望通过对中国大陆主流云厂商容器平台的技术评估、公开信息的系统调研以及云厂商和最终用户的客观访谈，帮助市场更加全面地了解中国容器云及智算容器技术的发展现状和发展方向。

“随着中国容器平台从应用编排工具向企业算力核心软件栈演进，中国云容器市场已进入以算力能力为核心的分层竞争阶段。头部云厂商凭借万卡级实践、AI原生技术栈构筑了显著的先发优势。国产芯片与自研网络的协同突破，正在将自主可控从政策要求转化为可落地、可验证的工程能力，为市场提供了独立于国际体系的完整技术路线。AI工作负载容器化，将支撑智能体经济的规模化落地，为AI应用的快速迭代奠定坚实的基础设施底座。”——崔婷婷，IDC中国公有云基础设施市场研究领域研究经理

Broadcom's VMware Private AI Cloud Makes Agent Governance the Default

Adam Reeves, Matthew Flug — Tue, 13 Oct 2026 04:00:00 GMT

This IDC Perspective shares an overview of VMware Explore 2026, where Broadcom consolidated infrastructure, data, and security announcements under a new VMware Private AI Cloud banner, applying one governance pattern, identity verification, policy enforcement, and audit logging across three separate control points: the Tanzu Platform AI gateway, the standalone AgentMinder product, and a still-planned VCF-level gateway. Enterprise IT leaders evaluating this stack should treat governance depth, not governance claims, as the deciding factor; confirm what is actually shipping before committing budget; and assign clear ownership across Broadcom's overlapping control points before agentic workloads reach production scale.

"The interesting move here isn't any single control point; it's that Broadcom is holding one governance pattern, identity verification, policy enforcement, and audit logging, constant across three different layers of the stack: the platform gateway, the identity and governance layer, and the infrastructure layer beneath both. That's a deliberate choice to make governance look the same no matter which layer an enterprise is touching, rather than letting each layer define governance on its own terms," says Adam Reeves, research director, PaaS for Developers of Modern and Edge Applications, IDC.

IDC’s 2026 CX CSAT Awards

Tue, 13 Oct 2026 04:00:00 GMT

This IDC Tech Buyer Presentation provides an overview of the results from IDC’s 2026 CX CSAT Awards. This award program recognizes the leading CX vendors in each application market that receive the highest customer satisfaction scores based on IDC’s CX Path Survey.

IDC’s CX Path Survey is a global survey of over 2,500 organizations across all geographic regions and company sizes, where customers are asked to rate their vendor on more than 30 different customer satisfaction metrics.

Worldwide Hyperscaler and Top Service Provider Infrastructure Demand Presentation, 2Q26

Leon Kao — Mon, 12 Oct 2026 04:00:00 GMT

This IDC Market Presentation provides an overview of service provider infrastructure demand trends among the 15 selected service providers through the second quarter of 2026.

从云计算到机器智能：阿里云以全栈AI重构智能供给体系

Lianfeng Wu — Mon, 12 Oct 2026 04:00:00 GMT

本IDC市场笔记围绕2026云栖大会所体现的阿里云最新AI战略展开。报告首先分析阿里将“机器智能”作为下一阶段战略主线的背景，并梳理千问模型、真武芯片、AI Cloud、Agent Native Cloud和Context Engine形成的全栈技术体系。随后，从IDC视角指出，阿里云正在经历比“云向AI转型”更深的一次定位变化，即从计算资源提供商走向智能供给运营商，其核心竞争指标也将由算力规模逐步转向Token产出效率、智能体运行效率和单位业务结果成本。报告进一步分析全栈协同、开源千问、智能体控制面以及20GW全球基础设施计划对竞争格局的影响，并指出资本效率、供应链、能源、全球合规和生态开放性将成为战略落地的重要约束。对于行业用户，IDC建议把AI基础设施决策从GPU采购升级为智能经济性管理；对于数智化厂商，则建议重点寻找智能体运行、企业上下文、行业Skill、安全治理、Token运营和价值实现服务等新增长空间。

IDC中国副总裁兼首席分析师武连峰表示：“阿里云此次战略升级最值得关注的，并不是又发布了多少模型、芯片和Agent产品，而是其正在尝试把云计算重新定义为‘机器智能的规模化供给体系’。未来AI云的核心竞争力，将从单纯的算力规模和模型参数，逐步转向Token生产效率、全栈协同、智能体运行、上下文工程以及企业级安全治理能力。对于行业用户而言，AI价值最大化始于清晰的战略，最终必须落实到更低的单位智能成本、更高的任务完成率、更快的业务创新以及可持续的收入与效率增长；对于数智化厂商而言，真正的新机会也将从销售算力和软件，转向帮助客户持续生产、运营和管理智能。”