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A Future “Made in Germany”: StackIT Invests €11 Billion in Europe’s AI Capabilities

Carla Arend — Fri, 12 Dec 2025 05:00:00 GMT

This IDC Market Note evaluates StackIT's announcement of a €11 billion investment in new datacenter capacity in Germany. "This move is strategically significant for the European cloud market, particularly in the context of rising demand for AI-ready compute, strong compliance requirements, and the need for secure, locally governed cloud environments." — AVP Carla Arend, Cloud Research Europe, IDC

Cloud and AI: Is Cloud an Enabler for AI in Europe?

Carla Arend — Fri, 12 Dec 2025 05:00:00 GMT

This IDC study analyzes the relationship between cloud and AI strategies in Europe. It is based on the results of IDC's European Cloud Survey, 2025, which questioned a total of 1,155 IT decision-makers across 14 countries. The presentation showcases the maturity levels of European organizations when it comes to unifying their cloud and AI strategies, as well as the associated benefits and challenges. It also shows how AI adoption is impacting cloud adoption.

Creating the Digital Foundation for Europe: What to Expect from IPCEI-CIS Projects and the Federated European Cloud

Leonardo Freitas — Fri, 12 Dec 2025 05:00:00 GMT

This IDC Market Note examines the objectives, challenges, and opportunities surrounding the Important Project of Common European Interest on Next Generation Cloud Infrastructure and Services (IPCEI-CIS).

The IPCEI-CIS initiative is a pivotal part for Europe's pursuit of digital sovereignty. It seeks to establish a federated and interoperable cloud-edge ecosystem across the continent. Achieving this vision will require a strong commitment to federation, interoperability, and skill development alongside alignment with European priorities around sovereignty, compliance, and sustainability.

"Europe's digital sovereignty hinges on a federated cloud-edge future. Can collaboration, open standards, and sustainability help regional providers outpace hyperscalers and redefine the continent's technological destiny?" said Leonardo Freitas, research manager for Cloud Strategies and Skills at IDC.

From Data to Action: The Value of Agentic AI in Observability

Filippo Vanara — Fri, 12 Dec 2025 05:00:00 GMT

This IDC Market Note explores how agentic AI is transforming observability by enabling autonomous decision-making, proactive issue prediction, and seamless ITSM integration. It highlights agentic AI’s impact on operational efficiency, business outcomes, and cost optimization while advising technology vendors to prioritize deep AI integration, business-context capabilities, and ecosystem collaboration to support autonomous IT operations and drive future innovation in observability for 2026 and beyond.

IDC MarketScape: Latin America Datacenter Services 2025–2026 Vendor Assessment

Pietro Delai — Fri, 12 Dec 2025 05:00:00 GMT

This IDC study leverages the IDC MarketScape methodology to evaluate several colocation, hosting, and interconnection providers spread across the countries in the Latin America region. IDC identified several global datacenter providers. These companies range in size and offer the entire spectrum of datacenter services, including retail, wholesale/hyperscale, enterprise, and interconnection services.

"A third-party datacenter provider is frequently becoming the best alternative to keep the IT infrastructure running 24 x 7, both on colocation and hosting modes, as the investment to scale up to the AI infrastructure demand becomes prohibitive when dedicated," says Pietro Delai, research director, Worldwide Infrastructure. In Latin America, many enterprises and most hyperscalers are using third-party datacenter players to host their services, as well as the huge interconnectivity resources offered by those datacenter vendors. "The market growth of the datacenter business in the region has been and will stay robust, driven by the business becoming more digital and now exponentially accelerated by all modes of cloud and AI."

IDC MarketScape: Worldwide AI-Enabled Midmarket Finance and Accounting Applications 2025–2026 Vendor Assessment

Kevin Permenter, Jordan Steele — Fri, 12 Dec 2025 05:00:00 GMT

This IDC study provides an assessment of the leading AI-enabled finance and accounting software solutions and discusses the criteria that are most important for companies to consider when selecting a system.

"For the scaling midmarket enterprise, the general ledger is no longer a bookkeeper; it is the central nervous system. Our focus must shift from merely recording history to enforcing financial discipline at the moment of operational action. If the system does not streamline the process of creation, it will always hinder the speed of growth." — Kevin Permenter, senior research director, IDC

Local Partnerships and Tailored Offerings Key to Sovereign Cloud Success for Google

Rahiel Nasir — Fri, 12 Dec 2025 05:00:00 GMT

This IDC Market Note provides an overview of Google Cloud's Digital Sovereignty Summit held in Munich, highlighting the company's evolving sovereign cloud strategy, significant investments in Europe, and partnerships with local providers to address compliance, trust, and innovation needs.

Google Cloud has refined its approach to digital sovereignty, offering three main solutions tailored to varying user and market requirements.

A central theme of the summit was striking a balance between digital innovation and the imperative for digital independence. Google showcased collaborations with trusted local partners such as STACKIT, Clarence, and S3NS. Such partnerships are critical in building trust and addressing the unique sovereignty needs of the public sector and regulated industries.

OVHcloud Ecosystem Summit 2025: From Ecosystem to Network — Scaling Partner Impact Through Structure, Specialization, and Marketplace Innovation

Stuart Wilson — Fri, 12 Dec 2025 05:00:00 GMT

OVHcloud's Ecosystem Summit 2025, held in Paris on November 20, showcased a clear ambition of moving beyond its sovereignty-first image and competing as a global cloud provider through a structured partner network. Partnerships and Ecosystem Marketing Director Nicolas Romelé's keynote reinforced this vision, introducing nine specializations, a stronger marketplace, and co-selling alignment as the foundation of partner-driven growth. IDC sees this as a pivotal moment: Success will depend on continued investment in global alliances, partner enablement, and innovation frameworks to match hyperscalers while preserving OVHcloud's values of trust and openness.

SaaS Data Resilience: Investment Strategies, Trends, and Concerns to Address Sovereignty and Compliance

Archana Venkatraman — Fri, 12 Dec 2025 05:00:00 GMT

This IDC Market Note focuses on SaaS, which represents the epicenter of digital operations and is also a significant data growth area.

For organizations that are serious about data resilience, data sovereignty, and compliance, it is time for decisive action to manage the ever-growing volume of SaaS data. Resilience is built in layers, with an ecosystem of security, access management, data protection, and recovery capabilities alongside data residency and compliance capabilities.

The Start of a Neocloud Data Revolution? VAST Data's Strategic Agreement with CoreWeave and Its Implications

Archana Venkatraman — Fri, 12 Dec 2025 05:00:00 GMT

This IDC study explores the $1.17 billion multi-year agreement between CoreWeave and VAST Data. The deal marks a pivotal moment in the evolution of AI-first neocloud infrastructure, signaling a shift toward purpose-built data platforms optimized for GPU utilization and large-scale AI workloads.

While the market remains dynamic, the agreement underscores the growing importance of integrated, model-ready data architectures for AI needs such as continuous training and real-time inference at scale, setting a new benchmark for the enterprise storage industry in the AI era.