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AWS Summit, Washington, D.C., 2026: Analysis for Government CIOs, CTOs, Program Managers, and Agency Leadership

Massimiliano Claps, Alan Webber, Ruthbea Yesner — Tue, 08 Sep 2026 04:00:00 GMT

At its Washington, D.C., summit, AWS paired new spending commitments with concrete mechanics for moving classified and sensitive government workloads to the cloud, headlined by a $1 billion intelligence community migration credit program and first-time classified cloud access for defense contractors. A separate $1 billion investment in embedded engineering teams signals AWS is positioning itself to close the AI pilot-to-production gap. AI tooling and model choice continue to expand across classification levels, though authorization varies by region and should be verified before any agency commits to a road map. Sovereignty and post-quantum cryptography announcements matter mainly for non-U.S. governments and long-horizon planners.

“AWS’s Washington summit made it clear that the next phase of government cloud adoption will not be won on infrastructure alone,” said Alan Webber, program vice president for National Security, Defense, and Intelligence at IDC. “It will be won by whoever can put real money behind migration and put engineers in the room to get AI past the pilot stage.”

Market Forecast: South Africa Public Cloud Service Forecast, 2026-2030

George Ayad, Jebin George — Tue, 08 Sep 2026 04:00:00 GMT

Market Forecast: Worldwide SD-WAN Infrastructure Forecast, 2026–2030

Brandon Butler — Tue, 08 Sep 2026 04:00:00 GMT

This IDC study provides the five-year forecast for the software-defined wide area network (SD-WAN) infrastructure market and delivers insights into the drivers and inhibitors of growth.

The SD-WAN infrastructure market continues to evolve, driven by AI’s dual impact as both a connectivity demand driver and embedded management capability, alongside SD-WAN’s foundational role in secure access service edge (SASE) architectures. SD-WAN enables organizations to unify network and security policy across distributed enterprises while AI reshapes real-time policy management and enforcement, accelerating convergence toward integrated network-security frameworks.

Market Forecast: Worldwide Telco Cloud Infrastructure Software (NFVI, VNF, and CNF) Forecast, 2026–2030

Ajeet Das — Tue, 08 Sep 2026 04:00:00 GMT

This IDC study presents how communication service providers are increasingly adopting cloud-native network functions, which not only offer benefits but also introduce challenges like a lack of in-house expertise, complex security, and managing multiple infrastructure types.

Market Forecast: Worldwide Unified Communications and Collaboration Forecast, 2026–2030

Graham Fruin, Denise Lund — Tue, 08 Sep 2026 04:00:00 GMT

"The UC&C market is in a mature phase where consolidation of solutions and platforms is expected. AI features are no longer simply an add-on but a core part of the solutions. Cloud-based UC&C is still expected to be the dominant solution in the market, but there is a growing core of hybrid/on-premises users that prefer to retain control and have concerns over public cloud security." — Senior Research Analyst, Graham Fruin, Unified Communications and Collaboration, IDC

U.S. MVNO Earnings Analysis for 2Q26

Jitesh Gera, Jason Leigh — Tue, 08 Sep 2026 04:00:00 GMT

This IDC Market Note discusses how cable is pulling away in the U.S. MVNO race. Comcast, Charter, and Optimum together added 904,000 wireless lines in 2Q26 and are increasingly building their own Wi-Fi and CBRS network capacity — plus a bigger business wireless opportunity via a new T-Mobile agreement — to reduce their dependence on wholesale hosts. EchoStar’s Boost Mobile is heading in the opposite direction, shedding subscribers as it winds down its own network and shifts to AT&T’s under a new hybrid MNO model, trading growth for margin.

“Cable operators are no longer content to just rent capacity from the big three — they’re building their own Wi-Fi and CBRS networks and pushing into business wireless to control more of their own destiny,” said Jitesh Gera, research manager, Wireless Services, IDC. “EchoStar’s retreat from network ownership is the cautionary tale on the other side: owning a network and owning a customer relationship are different businesses, and Boost Mobile is learning that the hard way.”

IDC MarketScape: Japan Cloud Professional Services 2026 Vendor Assessment

Masaru Muramatsu, Tatsuhiro Soga — Mon, 07 Sep 2026 04:00:00 GMT

本調査レポートは、国内クラウドプロフェッショナルサービス市場における主要ベンダーに対して、IDC MarketScapeモデルに基づいて「戦略」および「能力」の評価を行い、その分析結果を報告するものである。また、ITバイヤーが、クラウドプロフェッショナルサービスベンダーを選定する際に留意すべき事項を提示している。

「クラウドプロフェッショナルサービスに対する需要は、従来の既存システムのクラウド移行支援を中心としたものから、データ・AI活用をはじめとするクラウドサービスの高度利用を通じたビジネス価値創出支援や、クラウド環境の最適化支援へと移行している。こうした市場環境の変化を背景に、ベンダー各社にはサービスポートフォリオの拡充が求められている。一方で、強化を進めるケイパビリティや事業戦略の方向性にはベンダー間で差異が見られる。ITバイヤーは、目標とするビジネス・IT成果および自社の現状能力を明確にした上で、比較すべき能力・戦略の軸を設定し、自社にとって最適なパートナーを特定することが重要になる」と、IDC Japan、Software, Services, and IT Spendingのリサーチマネージャーである村松大は分析している。

IDC Survey: SAP Infrastructure View 2026- Executive Summary Pt 2: SAP Public Cloud Trends

Max Pepper — Mon, 07 Sep 2026 04:00:00 GMT

This IDC Survey is the second part of the executive summary of IDC’s 2026 SAP Infrastructure View survey findings. It examines how organizations are approaching the migration of SAP workloads to IaaS, including the pace of that shift and the role programs like RISE with SAP and GROW with SAP (now GROW) play in supporting it. The survey also explores how AI integration is growing and beginning to influence migration decisions, how compute and storage spending are trending, and the key factors that shape organizations’ decisions around choosing an IaaS provider.

市场份额：中国医疗云基础设施即服务（IaaS）与平台即服务（PaaS）市场份额，2025

Erin Lin — Mon, 07 Sep 2026 04:00:00 GMT

本IDC研究报告列出了中国医疗云IaaS+PaaS市场主要厂商的市场份额，分析了医疗云市场的竞争态势，并对领先厂商在2025年的市场表现进行了分析评价，可供医疗机构在选择云厂商时参考。

IDC医疗领域高级市场分析师林红表示："在医保互通、医共体数字化、医疗信创多重政策持续落地背景下，国内医疗云行业正在完成发展主线的迭代升级，行业重心从传统通用基础设施云，全面转向医疗专项AI云赛道。当前市场差异化核心聚焦医疗行业大模型、垂直场景智能化应用两大板块。医疗机构采购逻辑从单纯采购硬件资源，转变为按需采购AI模型服务、智能诊疗应用、数据治理能力。后续厂商唯有深耕医疗模型即服务（MaaS）、全链路AI应用，搭建适配医疗合规的模型底座，才能在区域统筹、基层数字化增量市场建立不可替代的长期竞争壁垒。"

Market Analysis Perspective: EMEA AI-Fueled Business Strategies, 2026

Lapo Fioretti — Sat, 05 Sep 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the Europe, Middle East, and Africa (EMEA) AI-fueled business strategies market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers/services suppliers in this market.

"AI is shifting technology discussions into the business domain, with maturity gradually increasing across EMEA. CEOs are looking beyond efficiency gains to reinvent business models, but challenges remain. Many organizations struggle to identify high-value use cases and measure ROI, often treating AI as a purely technical initiative while overlooking the need for effective change management," said Lapo Fioretti, senior research analyst, AI-Fueled Business Strategies at IDC.