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IDC Market Glance: 中国工业AI及智能体，2Q26

Yanze Du — Fri, 14 Aug 2026 04:00:00 GMT

本IDC Market Glance报告聚焦中国工业AI及智能体市场的发展现状与生态格局，系统梳理工业Agent、工业物理AI、工业模型、AI平台及产业参与者，展现工业智能化从数字世界走向物理世界的发展趋势。

生成式AI快速发展正在重塑工业软件、工业互联网市场格局。在此背景下，IDC持续追踪中国工业AI市场和工业软件市场，并对未来市场进行预测。IDC预计，到2029年，中国工业AI市场投资规模将达到1,087.2亿元人民币，2024—2029年复合增长率（CAGR）达到33.6%，成为中国工业数字化市场增长最快的领域之一。

Market Forecast: Worldwide Datacenter Facilities Owners and Operators Forecast, 2026–2030

Mikhail Jaura, Luis Fernandes, Andrew Buss — Fri, 14 Aug 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the datacenter facilities owners and operators market and delivers insights into the drivers and inhibitors of growth.

“AI demand has the datacenter market steamrolling, and gigawatt builds have everyone competing for power. Operators aren’t waiting on the grid anymore; many are building their own. Growth has never been faster, but the constraint has shifted from capital to power, and the gap between announced gigawatts and energized megawatts is now the number that matters,” says Mikhail Jaura, senior research analyst, Cloud and Datacenters, Enterprise Infrastructure.

市场份额：中国AI云存储市场份额，2025

Rachel Liu, Qijin Chen — Fri, 14 Aug 2026 04:00:00 GMT

本IDC研究分析了2025年中国AI云存储市场的规模、增速、领先厂商市场份额，以及市场重点发展变化等内容。

IDC中国云计算研究领域研究总监刘丽辉表示：“2025年中国AI云存储市场实现迅猛增长，整体市场规模达6.6亿美元，同比增长62.3%。中国市场正在向‘AI原生云存储’与‘AI优化云存储’双轨并行演进，AI原生云存储主导模型训练场景，AI优化云存储则在推理与Agent全生命周期场景中快速渗透。随着Agent框架逐渐走向生产环境，AI云存储正从‘算力附属品’升级为AI基础设施的核心独立赛道。”

Cohesity in the AI Era: From Prevention to Proactive Resilience

Archana Venkatraman, Duncan Brown — Thu, 13 Aug 2026 04:00:00 GMT

This IDC Market Perspective details the importance of Cohesity in the AI era. Enterprise technology buyers evaluating cyber-resilience investments should treat recoverability as a compliance and trust question (not solely a technical one) and should require vendors to demonstrate (not merely assert) clean-point validation, sovereignty attestation, and cross-functional drill capability.

"Cohesity's current positioning is well aligned to this requirement set, supported by a substantially unified platform, sovereignty-capable architecture, and a measured, human-in-the-loop approach to AI and agentic infrastructure protection," says Archana Venkatraman, senior research director, Cloud Data Management, IDC. "The near-term test for Cohesity is execution: converting consultative, services-heavy engagements such as maturity assessments and resilience workshops into repeatable, auditable product capabilities at scale."

IDC Market Glance: Connectivity Automation, 3Q26

Shari Lava — Thu, 13 Aug 2026 04:00:00 GMT

The IDC Market Glance is a taxonomy document intended to visually depict a concise current-state view of the connectivity automation market. As enterprises manage a growing number of interconnected applications across hybrid and multicloud environments, demand is rising for integration and connectivity tools that can automate and secure data exchange. This edition covers integration software and services, API life-cycle management, connectors and adapters, and B2B/EDI-based data exchange.

IDC Survey Spotlight: What Is the State of IaaS Cloud Adoption in Korea?

Myeong Han Kim — Thu, 13 Aug 2026 04:00:00 GMT

This IDC Survey Spotlight examines the state of IaaS cloud adoption in Korea, one of the most mature production cloud markets in the Asia/Pacific region. IDC's Cloud Pulse is a quarterly survey tracking enterprise cloud adoption trends worldwide, and this Spotlight uses Cloud Pulse 2Q26 data from 82 Korean IT decision-makers to examine the state of IaaS cloud adoption in the market.

Market Share: Worldwide Content Services Applications Shares, 2025 — Content Is an Agentic Asset

Amy Machado — Thu, 13 Aug 2026 04:00:00 GMT

This IDC presentation reviews the 2025 vendor revenue and shares for intelligent content services, including enterprise content management and content sharing/collaboration applications. It provides market analysis and recommendations for technology providers, including business and consumer data.

"Content is no longer a passive archive; it is a knowledge and collaboration asset," says Amy Machado, research director, IDC. Machado adds, "As agentic AI moves into the enterprise, context must be as accessible to machines as it is to people. Agentic orchestration has raised the integration bar, and the vendors that excel in this next phase are those that treat content as an active participant in automated work, not an endpoint."

The EU Cloud and AI Development Act: A Sovereignty Framework That Turns the Label into Something Auditable

Rahiel Nasir — Thu, 13 Aug 2026 04:00:00 GMT

This IDC Market Perspective examines the European Commission's proposed Cloud and AI Development Act (CADA), published on June 3, 2026, as the centerpiece of the European Union's (EU's) Technological Sovereignty Package. CADA pairs supply-side measures to expand EU compute capacity with demand-side procurement levers and introduces four Union assurance levels that classify cloud services against progressively stricter requirements for infrastructure location, ownership and control, personnel, data localization, cybersecurity certification, and software supply chain transparency, backed by a detailed audit-evidence regime.

IDC's view is that CADA is well aligned with how European buyers now think about sovereignty — as IT risk management rather than a political label — and that CADA's greatest contribution is to replace self-declared "sovereign" claims with an audited, evidence-based framework. Drawing on IDC's 2026 Worldwide Digital Sovereignty Survey, the document shows interest rising sharply in Western Europe (73%), while wholesale abandonment of global providers remains marginal (3%), confirming a balanced "glocal" posture rather than a "techxit." The analysis flags three areas that will determine CADA's success: how conservatively member states apply the assurance ladder, whether the market delivers genuinely disconnected, EU-operable control planes, and whether ambitious AI-sovereignty requirements can be verified rather than merely asserted.

"CADA's real achievement is to turn sovereignty from a contested label into something that can be audited and proven. That is exactly the shift the market needs. But its impact will be decided in implementation. If the strictest tiers are reserved for genuinely critical workloads and verifying sovereignty over marketing claims is rewarded, CADA reinforces the balanced, trusted-ecosystem model our evidence says European buyers actually want," says Rahiel Nasir, research director, Cloud and Datacenter Infrastructure Services, IDC.

市场份额：中国具身智能云市场份额，2025

Qijin Chen — Wed, 12 Aug 2026 04:00:00 GMT

本IDC研究分析了2025年中国具身智能云市场中领先供应商的市场份额。

具身智能云市场研究是IDC云计算行业云市场研究体系的重要组成部分，聚焦具身智能产业上游的云基础设施与解决方案市场，系统梳理市场发展现状、外部环境及竞争格局，为技术供应商、行业用户和投资机构研判市场趋势与竞争态势提供参考。

“2025年是具身智能产业由概念验证迈向产业化发展的关键阶段。随着世界模型、VLA等技术路径的可行性得到验证，资本持续流向具身智能及相关企业，推动云厂商加快算力、模型、数据及平台能力布局。IDC预计，2026年中国具身智能云市场将在研发投入增长和商业化项目落地的带动下实现数倍增长。同时，产业发展方向已基本明确，但商业化兑现节奏仍存在不确定性。技术供应商应坚持”目标已定、节奏未定”，围绕长期技术演进方向持续投入，并根据客户需求兑现节奏优化资源配置。”——陈启今，IDC中国云计算产品领域高级分析师

IDC Market Glance: Worldwide Datacenter Ecosystem, 3Q26

Andrew Buss, Luis Fernandes, Mikhail Jaura — Tue, 11 Aug 2026 04:00:00 GMT

This IDC Market Glance provides an overview of the global datacenter facilities ecosystem, spanning hyperscalers and global and regional datacenter owners, operators, and partners. As AI-driven workloads push rack densities and power demands higher, IDC looks at how and how fast the ecosystem of owners/operators, datacenter facilities, critical infrastructure vendors, and construction and financing partners is evolving.