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2026年国内ITインフラ支出動向調査：ソブリンAI対応がプライベートAIインフラ投資を促進

Yukihisa Hode, Shinya Kato — Tue, 26 May 2026 04:00:00 GMT

本調査レポートは、2026年2月に実施した「Japan Digital and AI Infrastructure Strategies and Investment Survey 2026」のユーザー調査データを基に、国内企業のデジタルインフラ戦略およびAI（Aritificial Intelligence）インフラ投資動向を分析したものである。

本調査の目的は、AI活用の本格化を見据え、国内企業のデジタルインフラ戦略やAIインフラ投資動向における優先項目を把握し、分析することである。具体的には、デジタルインフラ投資の目的がビジネス成果志向に転換しているか、仮想化環境の移行がどの程度進んでいるか、AIインフラ投資における優先項目や課題は何か、そして従業員規模によってAIインフラ投資の傾向にどのような違いがあるかに焦点を合わせて分析する。

IDC Japan、Infrastructure, Imaging and Devicesのリサーチマネージャーである宝出幸久は、「国内企業におけるITインフラ予算は増加傾向にあるものの、投資目的は業務効率化への期待が中心であり、イノベーション創出や競争優位の獲得への期待は相対的に小さい。仮想化基盤の移行が計画・実行段階へと進む一方、大企業は安定性、コスト最適化、ソブリンAI対応の観点からプライベートAIインフラを強く志向している。AI活用が加速する中、ITインフラへの戦略的投資が競争優位の確立を左右するという認識を持ち、投資判断の軸を見直すことが不可欠である」と分析している。

Agentic AI Implications for IaaS Network Services

Taranvir Singh — Tue, 26 May 2026 04:00:00 GMT

This IDC Market Perspective explores how agentic AI is transforming IaaS network services, emphasizing the need for high-performance connectivity, efficient application networking, and integrated security and governance. As enterprises scale agentic AI deployments, strategic networking partner preferences are shifting toward cloud SPs. The report offers recommendations for vendors, highlighting the importance of specialized AI networking capabilities, validated designs, and expertise to support dynamic, distributed agentic AI environments.

"Networking is foundational to agentic AI. Its pervasive presence across AI agent interactions positions it as an important enabler of end-to-end connectivity, security, and governance," says Taranvir Singh, research manager, Cloud Networking Services, IDC. "For AI agents to operate at production scale, the network must function as an intelligent policy fabric, not just an underlying transport layer."

Dell Technologies World 2026: Operationalizing AI at Enterprise Scale

Matthew Eastwood, Tom Mainelli, Ashish Nadkarni, Leslie Rosenberg — Tue, 26 May 2026 04:00:00 GMT

At Dell Technologies World 2026, Dell advanced its “full stack” AI-ready IT portfolio by announcing developments in compute, data management, storage, networking, cyber recovery, AI-enabled automation, end-user devices, and IT services. Dell positioned AI infrastructure as the foundation for data lifecycle management, emphasizing “AI for infrastructure and infrastructure for AI.” A highlight was the enhanced AI Factory narrative, marking a shift from reference architecture to production-scale systems. The event underscored that enterprise AI is progressing from pilots to operational deployment, where data access, GPU utilization, sovereignty, and hybrid placement decisions are increasingly important. Dell conveyed that success in AI now hinges on the design, deployment, and operation of integrated AI systems at scale—requiring the right hardware across hybrid, multicloud, on-premises data centers, and desktops. Enterprises must manage token economics, enabling customers to use their own data for AI model development while controlling bandwidth and token costs.

European Cloud AI Capabilities: Adoption Trends and Vendor Differentiation

George Ayad, Carla Arend — Tue, 26 May 2026 04:00:00 GMT

This IDC Market Perspective analyzes the transformative interplay between cloud infrastructure and artificial intelligence (AI), examining how this synergy redefines vendor portfolios and end-user selection criteria. As AI matures into the foundational operating system of the modern enterprise, the document evaluates the shifting demand for AI-specialized infrastructure, sovereign data governance, and embedded intelligence across all IT workloads.

"The trajectory of AI within enterprise infrastructure is defined by a high-stakes convergence of shifting regulatory mandates, economic cycles, and architectural transformation. Data sovereignty and localized security are now primary architects of the modern AI stack, forcing a pivot toward specialized environments that ensure jurisdictional autonomy. Economically, the market is entering a phase of rigorous cost rationalization where "AI at any cost" is yielding to quantifiable ROI. This drives a focus on inference efficiency and specialized hardware to balance innovation with sustainable performance," says George Ayad, senior research analyst, EMEA Infrastructure, IDC.

Industry Cloud Directory: Semiannual Update, 2Q26

Nadia Ballard — Tue, 26 May 2026 04:00:00 GMT

This IDC Pivot Table provides the first semiannual update of IDC’s Industry Cloud Directory for 2026. The directory is a research effort that tracks and monitors the development of industry clouds by vertical, across 14 industries: healthcare, life sciences, financial services, manufacturing, construction, retail, government and public sector, energy, media and entertainment, agriculture, transportation and logistics, telecommunications, professional services, and hospitality and foodservice. Research is captured through a combination of primary and secondary research, with new industry cloud entries added to the directory twice a year.

IDC’s Industry Cloud Directory provides detailed visibility into the formation of industry cloud platforms and solutions. The directory can help users identify developments and trends within verticals, find potential alliances and technical integrations, learn new ways to enable collaboration, or find pockets of opportunity to create their own industry clouds.

Power Before Compute: Why IT Buyers Can No Longer Treat Energy as an Afterthought

Olga Yashkova — Tue, 26 May 2026 04:00:00 GMT

This IDC Perspective discusses how power, not budget, is now the primary constraint in the datacenter industry — determining where infrastructure can grow, how fast AI deployments can scale, and which organizations will secure the capacity they need.

Datacenter growth is now constrained by power, not budget, as grid interconnection delays, rising energy costs, and cooling demands reshape infrastructure planning. IT buyers must secure power and sites years in advance, manage compounding bottlenecks, and adapt to new procurement risks. Hyperscalers are gaining structural advantages, while nuclear energy is emerging as a critical solution. Strategic, multiyear planning and expanded evaluation criteria are essential for organizations to remain competitive in a supply-constrained market.

"Power, not budget, now determines who wins the datacenter race. In the AI era, energy access is the new competitive edge," said Olga Yashkova, research manager, Worldwide Digital and Datacenter Infrastructure practice at IDC.

Red Hat Summit 2026: From Orbit to the Factory Floor-Edge Computing as Enterprise Strategy

Olga Yashkova — Tue, 26 May 2026 04:00:00 GMT

Red Hat Summit 2026 was held in Atlanta from May 11 to 13, 2026, during which Red Hat highlighted the growing importance of edge computing as a core enterprise infrastructure strategy. The company made several announcements to showcase the evolution of its open source platforms across highly distributed and demanding environments, ranging from low-Earth orbit and industrial edge deployments to sovereign AI cloud infrastructures.

IDC Security and Trust Forum 2026, Japan：IT分散とゼロトラスト時代における広域ネットワークの選択

Yoko Ono — Mon, 25 May 2026 04:00:00 GMT

本Conference Proceeding: Buyerは、IDC Japan、Network & Securityのリサーチマネージャーである小野陽子による講演の内容をプレゼンテーションスライドと音声ファイルによって提供するものである。

ITの分散が進むと同時にゼロトラストセキュリティに対する支持が高まっている。今後、AIの浸透によって、ITの分散はますます進み、これらをネットワークでつなぐ必要性が高まるであろう。国内WAN市場ではこれに対応した変化が進行中である。これらを踏まえ、本講演では、現在、通信業界が市場に何を提案し、ユーザー企業がどのような選択を行っているか、また今後、どのようなソリューションが必要かについて概観する。

Rackspace: Delivering Outcome as a Service for AI-Led Full-Stack Capabilities

Mon, 25 May 2026 04:00:00 GMT

This IDC Market Note provides details of Rackspace's Analyst and Advisor Day held in Boston on April 9, 2026. Rackspace positioned itself as an "operator of the full stack from agents to infrastructure with an outcome-as-a-service model," which utilizes a three-engine framework and FDEs (forward deployed engineers) to help move enterprise AI from isolated experiments into core systems at scale, with a focus on regulated industries. Rackspace also highlighted strategic partnerships that included Palantir, Rubrik, VMware, Uniphore, and Dell Technologies — each partner plays a critical role in supporting Rackspace's ability to deliver on its promise of scaling AI and delivering outcome as a service. Finally, clients from industries such as financial services and healthcare provided perspectives on their experiences working with Rackspace.

中国企业出海用云市场预测，2026—2029

Rachel Liu, Tina Cui — Sun, 24 May 2026 04:00:00 GMT

本IDC研究报告通过对公有云服务商、专属云服务商、私有云技术提供商等的直接访谈，以及二手资料研究，分析了中国企业出海用云的市场现状和趋势。报告给出了2024—2029年中国企业出海用云的整体市场规模，以及分产品、分区域、分行业三个维度的规模预测，并对该领域的市场发展提出了一些建议，旨在为中国云厂商以及云IT服务商提供参考。

“随着中国企业海外业务体量壮大，中企出海用云逐渐发展为一个规模化的潜力型市场。相比中国企业本土用云而言，出海用云不仅对云能力层面有更高的诉求，而且对云厂商是否能助力其业务扩张也特别看重。云厂商在注重全球基础设施建设、网络优化、安全合规、云和AI新技术升级的同时，也应不断强化行业解决方案能力、本土交付和响应能力、以及本地生态构建，从IT和业务两个角度为中国企业出海更多赋能。”——IDC中国云计算与云服务领域研究总监刘丽辉表示。