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中国数字原生企业如何借助云厂商海外生态实现规模化扩张

Cindy Xin — Fri, 16 Oct 2026 04:00:00 GMT

本IDC市场看法分析中国数字原生企业由海外产品验证走向规模化经营的变化，以及AI、多云和海外服务需求带来的合作机会。报告围绕云厂商的客户渠道、云市场和伙伴网络，解释企业从中国创新、亚太验证到多市场扩张的合作需求，比较亚太重点市场的进入方式，并分析生态评价由覆盖数量转向商业转化与持续交付的趋势。报告据此为云厂商、出海技术供应商及其他服务伙伴提出生态建设、资源选择和合作执行建议。

IDC中国渠道和生态体系研究总监辛鑫表示：“数字原生企业借助云生态出海，需要把云厂商的海外覆盖落实到客户开发、采购交易和实施服务。云厂商与其他技术供应商的合作价值，最终体现在能否帮助企业签下客户、完成上线并持续获得收入；经过验证的方案和交付经验，也应成为企业拓展下一市场的基础。”

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.