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谁将赢在”十五五”：抢占数智新商机，穿越数字主权，重塑全球化能力

Lianfeng Wu — Tue, 21 Jul 2026 04:00:00 GMT

本研究基于IDC中国2026年趋势论坛的演讲，围绕”十五五”规划双循环格局展开市场研判。国内大循环核心机遇来源于六大领域109项重大工程，整体总投资40至50万亿元，释放5.1万亿元—7.7万亿元数智化市场空间。”十五五”发展逻辑发生六大战略转型，新质生产力、新型基建投资规模与数字化含金量领跑全赛道，民生、绿色、安全领域持续释放建设需求。资金依托专项债、超长特别国债、中央预算等多元渠道落地，2026至2027年”两重、两新、六张网”成为短期核心抓手，先进制造、算力网络、能源行业将持续产生长期运营类订单。

国际大循环核心主线为数字主权建设，地缘冲突使全球企业对数据、云、AI自主可控需求大幅提升。海外客户采购标准由单一产品功能转向合规、本地化、可审计综合能力，云主权、数据主权、AI主权成为出海方案标配。当前中国ICT厂商全球市场份额偏低，出海需完成产品架构、本地化服务、市场准入、生态合作四大维度升级，适配不同区域差异化监管要求。

面向双循环新格局，所有科技企业必须重塑五项全球化核心竞争力：将国内重大工程经验封装为可复制行业能力包、搭建适配多区域规则的主权合规技术底座、落地AI Token全链路成本治理、构建AI价值ROI闭环交付体系、打造区域协同、抗风险的全球本地生态，以此抓住”十五五”阶段国内外数智产业发展红利。

Agentic AI in Cloud Professional Services: From Assisted Delivery to Orchestrated Autonomy

Jennifer Thomson, Eren Eser — Mon, 20 Jul 2026 04:00:00 GMT

This IDC Perspective analyzes the transformative impact of agentic AI on cloud professional services delivery. It highlights how leading vendors are shifting from labor-intensive, specialist teams to AI-augmented delivery models, resulting in faster, more consistent, and cost-effective outcomes. The research identifies clear maturity tiers among providers and emphasizes the importance of agentic AI depth as a procurement criterion, noting that structural advantages will accrue to those who embed agentic AI as a core delivery capability.

"Agentic AI isn't just automating tasks; it is rewriting the rules of cloud delivery, shifting engineers from execution to orchestration and redefining what productivity means," said Jennifer Thomson, VP for Research at IDC.

European Telcos’ ICT Offering to SMB: Cybersecurity and Cloud Collaboration at the Core

Daniela Rao — Mon, 20 Jul 2026 04:00:00 GMT

This IDC Perspective focuses on European telcos’ cybersecurity and cloud collaboration propositions for SMBs as the most relevant components of their IT services portfolio, alongside connectivity and device offerings.

“Telcos’ success in the SMB market depends on their ability to shift from complex, fragmented tools to automated and managed capabilities delivered as an invisible, native communication service, together with support services helping them assess their digital needs and adopt the most suitable solution,” said Daniela Rao, senior research and consulting director, IDC Telecom and UC Global Team.

IDC Survey: Telco Network Infrastructure and Cloud Priorities in META, 2026

Tolga Yalcin — Mon, 20 Jul 2026 04:00:00 GMT

This IDC Survey explores how META telecom operators are prioritizing network infrastructure, cloud, AI, and sovereignty in 2026, benchmarked against global peers as part of IDC’s Worldwide Telco DX Network Infrastructure and Cloud Survey. Key themes include the region’s approach to AI deployment in network operations, edge and MEC adoption, data sovereignty as a baseline infrastructure requirement, and a preference for owning and controlling full-stack infrastructure over public cloud migration — alongside an accelerating push toward virtualization, cloudification, and satellite connectivity.

Infoblox to Acquire Kentik, Pairing DNS Authority with Network Observability to Fuel AgenticOps

Taranvir Singh, Brandon Butler — Mon, 20 Jul 2026 04:00:00 GMT

On July 8, 2026, Infoblox — the worldwide domain name system (DNS), Dynamic Host Configuration Protocol (DHCP), and IP address management (IPAM) (DDI) market share leader — announced a definitive agreement to acquire network observability vendor Kentik, pairing its authoritative DNS, DHCP, and IP address management platform with Kentik's real-time traffic intelligence to create what the companies describe as an AI-ready operational data fabric. The deal reinforces a broader shift already evident across the DDI market toward platforms that unite core DDI data (the authoritative record of every device's name, address, and identity) with observability, security, and automation capabilities to support multicloud and agentic AI operations.

市场份额：中国政府公有云市场份额，2025

Janice Jin — Mon, 20 Jul 2026 04:00:00 GMT

本IDC研究分析了2025年中国政务云市场中领先供应商的市场份额。

中国政务云系列研究，属于中国数智政府市场研究的一部分，聚焦于政务云的专属云、公有云以及云运营服务三个市场，重点分析了政务云市场的建设现状与市场环境，并提供了细分市场的厂商市场份额。

IDC中国政府行业研究经理金子惠表示：”2025年中国政务云市场规模持续增长，但增速明显放缓，行业告别粗放扩张，进入存量提质、精细运营阶段，市场竞争格局相对稳定。随着各级政府云化改造基本落地，专属云、公有云市场增速放缓。云运营服务成为头部云厂商重点布局方向，依托全周期配套服务优势保持较高增速。同时，政务大模型进入规模化落地阶段，带动智能算力升级扩容，成为行业全新增长动力。”

2Q26 Colocation Market: Key Developments and Emerging Trends

Olga Yashkova — Sat, 18 Jul 2026 04:00:00 GMT

This IDC presentation covers the key news, developments, and emerging trends shaping the colocation industry in 2Q26, offering a comprehensive snapshot of market activity and the forces driving change across the sector.

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.

Three Things to Get Right for Flexible Consumption and Pay-Per-Use Offerings

Lara Greden — Wed, 15 Jul 2026 04:00:00 GMT

This IDC Market Note sets out the three things technology and equipment providers must get right to make flexible consumption and pay-per-use offerings profitable and sustainable: who services the asset, moving customers past the ownership mindset, and treating reverse logistics as a joint venture. It argues that a disciplined focus on outcomes (i.e., clear consumption metrics, clear ROI, and clear customer satisfaction) is what separates offerings that scale from those that erode margin, and turns consumption into a durable edge for providers and a step forward on sustainability.

"Flexible consumption, pay-per-use delivers value only when three things are in place: who services the asset, the customer's mindset about ownership, and reverse logistics. Get those right, and consumption becomes a durable source of profit and sustainability progress." — Lara Greden, senior research director, Networking and Infrastructure Services, Enterprise Infrastructure, IDC