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AWS Summit New York 2026: Agentic AI Moves from Deployment to Trust and Continuity

Frank Della Rosa, Nadia Ballard — Thu, 16 Jul 2026 04:00:00 GMT

This IDC Market Note captures insights from the AWS Summit New York 2026 keynote and analyst sessions, organized around the themes of AI strategy and framing, and AWS’ approach toward building trust, governance, and continuous learning into the foundation for the company’s agentic AI products, services, and infrastructure. AWS Summit New York 2026 marked a pivot in AWS’ AI narrative: from efficiency to reinvention and from model capability to system continuity. The event’s breadth — spanning agentic security (Continuum), trusted agent infrastructure (AgentCore), developer tooling (KIRO, DevOps Agent, and Transform), enterprise knowledge (Context, Bedrock, and Amazon Q), and a $200 billion infrastructure commitment — demonstrates that AWS is competing across the entire enterprise AI stack. Trust and deterministic control are the emerging differentiators that IDC will watch closely as the agentic AI market matures.

“AWS is no longer selling AI features — it is selling continuity architectures. The organizations that win the next phase of AI will be those that engineer for persistence and outcomes, not just efficiency,” said Frank Della Rosa, research VP, SaaS, Platform Strategies and Ecosystems at IDC.

“With the new services and updates, the demos highlighting industry use cases, and the case studies featured at the event, AWS is staying true to its ‘solve for customer needs first’ principle and showing that it understands the high complexity and higher value of building domain- or industry-specific agents and assistants,” added Nadia Ballard, research director, AI Verticalization and Industry Cloud Strategies at IDC.

Oracle Q4 FY2026 Earnings: Datacenters Coming Online at a Rapid Pace as Strong Oracle Cloud Infrastructure Demand Elevates Capital Requirements

Tapan Patel, Dave McCarthy, Devin Pratt, Mickey North Rizza, Eric Newmark — Wed, 15 Jul 2026 04:00:00 GMT

Oracle’s FY4Q26 results reflect broad-based cloud execution across infrastructure, database, and applications. Total revenue reached $19.2 billion, while total cloud revenue was $9.9 billion, including $5.8 billion from Oracle Cloud Infrastructure (IaaS) and $4.1 billion from cloud applications (SaaS). Cloud database services were highlighted as a key growth driver within this mix. Remaining performance obligations rose to $638 billion, largely reflecting multiyear AI infrastructure commitments that will convert as Oracle delivers capacity and services over time. These commitments sit alongside a sizable AI datacenter expansion program and associated funding plans, increasing the importance of disciplined capital deployment and the timely build‑out of new facilities.

What Are Organizations' Strategic Problems in the Digital Workspace Environment in 2026?

Filippo Vanara — Wed, 15 Jul 2026 04:00:00 GMT

This IDC Survey Spotlight analyzes the key problems organizations worldwide face in terms of digital workspace environments. It is based on IDC's Virtual Client Computing — Enterprise Transformation Survey, conducted in May and June 2026 among 201 organizations.

What Are the Key Virtual Client Computing Adoption Drivers for End-User Enterprises?

Filippo Vanara — Wed, 15 Jul 2026 04:00:00 GMT

This IDC Survey Spotlight analyses the key drivers for virtual client computing adoption. It is based on IDC's Virtual Client Computing — Enterprise Transformation Survey, conducted in May and June 2026 among 201 organizations.

Market Forecast: Worldwide Communications Platform as a Service Forecast, 2026–2030

Masarra Mohamed — Tue, 14 Jul 2026 04:00:00 GMT

This IDC Market Forecast presents the worldwide revenue forecast for the communications platform-as-a-service (CPaaS) market for 2026–2030.

The CPaaS market is entering its next growth phase, moving beyond high-volume messaging into an AI-enabled engagement fabric that blends communications, context, identity, and orchestration. By 2030, the winners will be those that help enterprises automate trusted, personalized, and measurable customer journeys across every channel, while abstracting the growing complexity of fraud, compliance, network APIs, and AI operations.

Trends in Serverless Functions

Rob Tiffany — Tue, 14 Jul 2026 04:00:00 GMT

This IDC Perspective examines the trends reshaping serverless functions in 2026 and assesses how seven cloud providers, including AWS, Microsoft Azure, Google Cloud Platform, Oracle Cloud Infrastructure, Alibaba Cloud, IBM Cloud, and Tencent Cloud, are responding. It argues that functions have evolved from event-driven glue into a primary runtime for AI agents, identifies five defining trends (agentic functions, the end of the cold-start arms race, concurrency-driven economics, container and open-standard convergence, and GPU-backed serverless), and offers a decision framework for technology buyers.

"Serverless has quietly become the runtime of the agentic era," explains Rob Tiffany, research director, Cloud Infrastructure, IDC. "The buyers who win will match each workload to the right execution model, weigh concurrency economics over sticker price, and protect portability with open standards to navigate their next move with confidence."

市场份额：中国公有云安全软件即服务市场份额，2025

Joe Zhao — Tue, 14 Jul 2026 04:00:00 GMT

本IDC研究报告分析了2025年中国公有云安全软件即服务市场的规模、厂商份额、技术发展变化等内容。

IDC中国安全和信任产品领域高级研究经理赵义表示：”随着企业上云与云原生转型加速，轻量化、订阅制的公有云安全软件即服务正成为主流选择，头部厂商持续迭代防护能力，为企业提供覆盖多场景的按需安全防护。在云厂商占据主导且市场长尾空间充足的格局下，建议技术供应商绑定头部云生态、深耕细分长尾赛道并打造差异化安全能力，实现错位竞争突围。”

IDC Market Glance: Energy Flexibility Software Ecosystem, 2Q26

Jean-François Segalotto, Gaia Gallotti — Mon, 13 Jul 2026 04:00:00 GMT

This IDC Market Glance provides the segments and subsegments of the energy flexibility software ecosystem. The proliferation of distributed energy resources, acceleration of electrification, and greater need for energy efficiency have significantly expanded and reshaped this ecosystem. Different systems and platforms serve different functions in this increasingly complex landscape, making it imperative for technology buyers to understand which solutions support which use cases.

“The energy flexibility software ecosystem is at an inflection point, moving from a patchwork of standalone pilots and narrow demand response programs to integrated platforms that can orchestrate distributed assets at industrial scale across markets, grid levels, and program types. As network congestion intensifies and affordability concerns reshape end-customer engagement with flexibility, the best-positioned vendors will be those that combine network-aware orchestration, AI-enabled and increasingly agentic optimization, and clear participant value. This will be critical in making flexibility financially tangible for households and businesses as well as operationally useful for the grid,” says Jean-François Segalotto, senior associate advisor, IDC Energy Insights.

Market Forecast: Worldwide Cloud Application Deployment Platforms Software Forecast, 2026–2030

Matthew Flug — Mon, 13 Jul 2026 04:00:00 GMT

This IDC presentation provides a forecast for the worldwide cloud application deployment platforms (CADPs) software market for 2026–2030, including regional and deployment-based breakdowns. It examines the key drivers and inhibitors shaping growth over the forecast period, with particular attention to the role of application platforms in enabling the development, deployment, and governance of AI-powered applications and agents. Market data is drawn from IDC’s Worldwide Semiannual Software Tracker.

“AI is fundamentally expanding what organizations require from application platforms. The need to deploy AI securely, connect proprietary data to intelligent applications, and bring agentic workloads to production at scale is creating significant opportunity for CADPs and significant pressure on vendors to deliver. Organizations that find commercial platforms insufficiently extensible or unable to meet their security requirements will increasingly consider building their own. Vendors that address these concerns directly, particularly around data integration and observable, governed agentic deployments, will be best positioned to capture the opportunity AI presents.” — Matthew Flug, research manager, Intelligent Application Modernization and Deployment Platforms, IDC

Market Forecast: Worldwide Functions as a Service Forecast, 2026–2030

Matthew Flug — Fri, 10 Jul 2026 04:00:00 GMT

This IDC presentation examines the worldwide functions as a service (FaaS) market from 2025 to 2030. IDC projects the market will grow from $6.0 billion in 2025 to $20.7 billion in 2030, reflecting a five-year compound annual growth rate (CAGR) of 27.9%. The Americas region accounts for the majority of market revenue, representing 66.5% of total spend in 2025 and expanding its share to 68.3% by 2030. FaaS growth is being driven by the increasing adoption of FaaS platforms as an orchestration layer for AI applications and autonomous agents; the expansion of event-driven architectures across hybrid, multicloud, and edge environments; and the continued appeal of consumption-based pricing and infrastructure abstraction.

“The functions as a service (FaaS) market is undergoing a shift driven by the demands of AI applications and agents. FaaS tools are increasingly being relied on to provide an orchestration layer for AI applications and agents. Over the past year, FaaS vendors have recognized the potential use case and have been innovating to provide stateful, long-running functions to support multistep AI workflows.” — Matthew Flug, research manager, Intelligent Application Modernization and Deployment Platforms, IDC