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IDC Market Glance: AI Infrastructure Ecosystem, 2026

Mary Johnston Turner — Tue, 15 Sep 2026 04:00:00 GMT

This IDC Market Glance presents a current-state view of the worldwide AI infrastructure ecosystem spanning the infrastructure hardware, software, components and services vendors that enable AI workloads for model training, inference, and agentic workflows. The ecosystem is organized into five segments: AI Cloud Services, Non-Cloud Service Providers, Core AI Infrastructure Providers, AI Infrastructure Software, and AI-Ready Components. Each segment is further divided into sub-segments that group the representative vendors competing and collaborating to support hyperscalers, specialized clouds, enterprise buyers, and other service providers.

As AI workloads move into production at scale, infrastructure represents one of the largest cost elements underpinning AI ROI and total cost of ownership (TCO) analysis. Enterprise buyers increasingly expect to rely on a broad ecosystem of interoperable on-premises and public cloud infrastructure solutions supported by open standards and agentic AI operational controls.

IDC Market Glance: Healthcare Payer, 3Q26

Inci Kaya — Tue, 15 Sep 2026 04:00:00 GMT

This IDC Market Glance is a taxonomy document intended to visually depict a concise current-state view of healthcare payers.This document explores the segments and subsegments that are of interest for healthcare payer sector buyers, providing an at-a-glance view of the technology partners that service each segment.

C-level business executives, accounts payable and receivable officers, reimbursement specialists, claim processors, medical billers, auditors, those involved in cost containment measures, claims examiners, Special Investigation Unit (SIU), and fraud prevention professionals can use this information to understand the structure of the overall market or ecosystem, to assess market, business, and partnership opportunities, and to help identify where their organization fits into the competitive landscape.

The publication of Market Glance content is current as of the date it is presented. The representative content contained in this presentation reflects

IDC MarketScape: Asia/Pacific Sovereign AI Platform 2026 Vendor Assessment

Deepika Giri, Daeil Chun — Tue, 15 Sep 2026 04:00:00 GMT

This IDC study assesses technology platform vendors competing in the Asia/Pacific sovereign AI market in 2026, positioning sovereignty as an enterprise AI agenda defined by a spectrum of adoption patterns spanning the infrastructure, data, and model layers. This report underscores the importance of balancing advanced AI capabilities with more controllable and portable architectures for enterprises building durable sovereign AI strategies as AI technologies advance rapidly, regional adoption accelerates, and continuity risks (such as a provider's market exit) emerge.

"A sovereign AI strategy is not a one-size-fits-all strategy. A buyer could want to optimize the data pipeline for AI for ease of use, whereas another could demand full-stack ownership, expecting fundamentally different partners. However, every buyer, regardless of pattern, should test continuity separately from sovereignty. Residency proves a provider cannot read your data, and continuity proves you can keep running if that provider leaves," says Deepika Giri, VP on Asia/Pacific AI platforms and advisory, IDC.

IDC MarketScape: Worldwide AI-Enabled Lease Administration Applications 2026 Vendor Assessment

Brian O'Rourke — Tue, 15 Sep 2026 04:00:00 GMT

This IDC study provides a vendor assessment of the worldwide AI-enabled lease administration applications market through the IDC MarketScape model.

Post-pandemic shifts toward shorter, more flexible commercial leases are reshaping lease administration software demands. Emerging trends include AI-driven automated lease abstraction, expanded sublease and lessor-side administration capabilities, and portfolio strategy tools with forecasting and scenario planning. In addition, AI has a growing role across data entry, classification, risk mitigation, and reporting throughout lease administration workflows.

“Leases have changed over the past several years, and lease administration applications are changing as well,” said Brian O’Rourke, research manager, Enterprise Asset Management and Smart Facilities at IDC, “evolving from static recordkeeping to a key component in strategic AI-driven enterprise workflows.”

IDC MarketScape: Worldwide Decision Intelligence Platforms 2026 Vendor Assessment

Megha Kumar — Tue, 15 Sep 2026 04:00:00 GMT

This IDC study represents a vendor assessment of decision intelligence platforms through the IDC MarketScape model. The evaluation is based on a comprehensive and rigorous framework that assesses vendors relative to the criteria and one another. The study highlights the factors expected to be the most influential for technology buyers as they seek a platform to support decision design, engineering, and orchestration, as well as the ability to understand the impact of the decisions being undertaken by the organization. This assessment can be used to help define a short list of vendors

“Decision intelligence continues to evolve with the introduction of generative AI and agentic AI capabilities. These capabilities are being used to accelerate how decision logic is authored, tested, and explained while keeping the deterministic core of the decision intact. It will be important for technology leaders to consider how AI is governed and how much control the organization retains over decisions that carry regulatory or operational significance,” said Megha Kumar, research vice president, Analytics and AI, IDC.

IDC's 2026 SaaS CSAT Awards

Tue, 15 Sep 2026 04:00:00 GMT

This IDC presentation provides an overview of the results from IDC's SaaS CSAT Awards.This award program recognizes the leading SaaS vendors in each of the 22 application markets, based on the highest customer satisfaction scores received in IDC's SaaS and Agent Path survey.

SaaS Path is a global survey of roughly 2,845 organizations across all geographic regions and company sizes, in which customers are asked to rate their vendor on more than 30 customer satisfaction metrics.

InterSystems' 2026 Analyst Day: Extending the Data Backbone Beyond Healthcare

Stewart Bond, Mutaz Shegewi — Tue, 15 Sep 2026 04:00:00 GMT

This IDC Market Note presents IDC's key takeaways from InterSystems' 2026 Analyst Day, held August 6, 2026, at the company's Boston headquarters. The event covered InterSystems' corporate strategy and financial health, interoperability and AI Hub capabilities, and the start-up investment program and product road map for InterSystems IRIS and the InterSystems Data Backbone, illustrated through customer and partner examples spanning healthcare, transportation, and other industries.

"InterSystems proved at Fenway and beyond that its Data Backbone can carry industries well past healthcare; now it needs an updated go-to-market engine and a few finished features that make this case just as convincing to buyers that have never heard its name," said Stewart Bond, research vice president, Data Intelligence and Integration Software, IDC.

Market Share: Worldwide Public Cloud Infrastructure as a Service Networking Shares, 2025: — Enterprises Prioritize Networking for AI

Taranvir Singh — Tue, 15 Sep 2026 04:00:00 GMT

This IDC study examines the 2025 market shares of the leading vendors in the public cloud infrastructure as a service (PCIaaS) networking market.

Networking for AI investments drove majority of the growth across PCIaaS networking market in 2025, with enterprises adopting IaaS network services to support their distributed AI workloads. Hyperscalers continue to capture most of the enterprise spending with their advanced network service offerings that increasingly span networking control across hybrid and multicloud environments.

"The public cloud IaaS networking market grew at an impressive 18.7% in 2025 as enterprises continued their focus on building networking for AI. Cloud providers now face a widening set of enterprise expectations from networking that extend beyond connectivity for AI training and inference. The emerging ask is AI-powered networking that can enable, optimize, secure, and govern agentic workflows while providing full visibility at every level." — Taranvir Singh, research manager, Networking and Infrastructure Services

Broadcom Consolidates Its AI Portfolio Under VMware Private AI Cloud

Matthew Flug — Mon, 14 Sep 2026 04:00:00 GMT

Broadcom's announcements at VMware Explore 2026 center on consolidating the company's AI portfolio under a single Private AI Cloud banner. The company intends to move what agentic workloads require in production, including agent containment, credential isolation, and gateway-level governance, from custom engineering to VMware Cloud Foundation (VCF) platform services, positioning the private cloud as a viable destination for AI workloads.

IDC Survey: 中国企业出海用云调研，2026

Rachel Liu — Mon, 14 Sep 2026 04:00:00 GMT

本IDC调查报告基于IDC在2026年5月进行的中国企业出海用云调研结果，主要分析了中国企业出海的动因和模式，出海用云的IT支出、挑战、采购偏好和未来采购计划。

调研显示，当前中企出海用云用户中，61.7%已经是多云用户，其中又有62.2%的企业将50%以上的云支出给了中国云；中企海外用云选择服务商时，最高比例（53.3%）的企业优先考虑的因素是本地化服务能力，技术实力（49.2%）、服务稳定性（46.7%）紧随其后，而品牌知名度选择比例仅15.8%。

未来两年，中企出海用云投入将稳中有升，1.7%的企业将大幅增投（增长30%以上），40.8%的企业将适度增投（增长10%-30%），说明企业信心稳健但克制，逐渐走向跟随业务扩张、按需增投的成熟阶段。出海企业衡量云厂商竞争力的头号标尺是综合使用成本（42.5%），紧随其后的是本地化支持和全栈能力，构成了”成本+能力”的双门槛——既要便宜，又要好用、能落地。