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Worldwide Server Operating System Environments Forecast, 2026-2030: The Widening Gap Between Deployed Units and Revenue

Shahin Hashim — Fri, 14 Aug 2026 04:00:00 GMT

This IDC Market Presentation examines the worldwide server operating system environments market and forecasts its growth in the coming years. Deployment and revenue have decoupled. The market will nearly double in units by 2030 while commercial revenue grows in the single digits, because the forces driving volume — AI build-out, community Linux, and host-level licensing — are the same forces suppressing what anyone pays per instance.

Dynatrace Acquires Arize AI to Define Emerging AI Engineering Category and Accelerate Growth Vectors

Stephen Elliot, Shannon Kalvar, Jim Mercer, Archana Venkatraman — Thu, 13 Aug 2026 04:00:00 GMT

On August 13, Dynatrace announced its intent to acquire AI engineering platform provider Arize AI ($915 million in stock and cash, 200 employees, and founded in 2020) to accelerate growth and add emerging AI agent performance and MLOps capabilities for evaluations, debugging, testing, tracing, and continuous feedback loops for agent improvement opportunities from two products: Phoenix OSS (open source AI observability and evaluation platform) and Arize AX (managed enterprise platform for AI observability, evaluation, and continuous improvement). Arize AI raised a total of $131 million in funding across four major rounds; the most recent being a $70 million Series C round announced in February 2025. The products use an open source PLG model to offer freemium/Community-to-Commercial plans that provide users with production ML analytics and workflows to identify model and data issues, diagnose root causes, and continuously improve performance for end-user products. This is a potentially transformational acquisition for Dynatrace as an organization, for customers, and partners.

IDC Survey: Decarbonizing the Built Environment: Buildings and Facilities in IDC’s 2026 Energy Transition Survey

Roberta Bigliani — Thu, 13 Aug 2026 04:00:00 GMT

IDC’s 2026 Energy Transition Survey examines how large organizations in the manufacturing, buildings, transportation, construction, and datacenter sectors are shaping their energy transition programs.

This report profiles building-heavy sectors, including retail, commercial real estate, hospitality, healthcare, government, and higher education. It examines the actions being taken on efficiency, electrification, and renewable procurement, the digital and technology investments backing those actions, the barriers slowing progress, and the outcome and payback profiles reported by organizations.

The analysis in this IDC Survey covers:

Energy actions across efficiency, onsite renewables, electrification, demand reduction, and low-carbon fuels
Digital investments in building management system (BMS), energy management systems (EMS), automation, smart metering, onsite energy systems, and asset analytics
Technology deployment maturity, including heating, ventilating, and air-conditioning (HVAC) automation, BMS, smart meters, predictive maintenance, and demand management
Barriers, achieved benefits, and ROI expectations for building cluster respondents versus the total sample
Decision priorities for facility, sustainability, real estate, and IT leaders

Pivot Table: IDC's Worldwide IT Leasing and Financing Forecast, 2026–2030

Lara Greden — Thu, 13 Aug 2026 04:00:00 GMT

This IDC Pivot Table forecasts the worldwide IT leasing and financing market for 2026–2030. The Pivot Table segments IT leasing and financing revenue by country, region, technology category, and GPU accelerator for servers. It accompanies Market Forecast: Worldwide IT Leasing and Financing Forecast, 2026–2030 (IDC #US54095026, August 2026).

Quantinuum and Oracle Partnership Expected to Bring Quantum Computing into the Enterprise GRC Framework

Heather West, PhD — Thu, 13 Aug 2026 04:00:00 GMT

The Quantinuum and Oracle partnership points to an important evolution in enterprise quantum computing, where quantum resources become part of the infrastructure supporting existing artificial intelligence (AI), high-performance computing (HPC), and enterprise workloads. As organizations move toward production use, the ability to integrate quantum into established data, security, and governance environments will increasingly shape how enterprises approach adoption.

The Detection-to-Action Gap: What Okta's Acquisition of Permiso Actually Tests

Emanuel Figueroa — Thu, 13 Aug 2026 04:00:00 GMT

Worldwide 2Q26 HDD Shipment Results and Four-Quarter Forecast Update

Edward Burns — Thu, 13 Aug 2026 04:00:00 GMT

This IDC Pivot Table provides worldwide unit and petabyte shipments and revenue for the hard disk drive (HDD) industry for the second calendar quarter of 2026, including supplier unit shipment and revenue market share. Also provided are HDD-equipped personal and entry-level storage shipment estimates by HDD form factor for the second calendar quarter of 2026. This IDC Pivot Table provides clients with worldwide HDD market data for market analysis and business planning and to assist in identifying the industry and market dynamics, trends, and opportunities for HDDs.

Worldwide Service Provider Infrastructure Market Summary and Outlook, 1Q26

Kuba Stolarski — Thu, 13 Aug 2026 04:00:00 GMT

This IDC Market Presentation offers an overview of the worldwide service provider infrastructure market, related trends, and a forecast from the first quarter of 2026. Detailed results were released on June 25, 2026, in IDC's Worldwide Enterprise Infrastructure Tracker: Buyer and Cloud Deployment Extension. This presentation provides insights into regional-, vendor-, and market-level performance, as well as information on key market developments and trends. It offers suppliers advice on how to navigate various market issues, both currently and over the next five years.

AMD Advancing AI 2026: A Bold Statement Backed by Solid Execution

Wed, 12 Aug 2026 04:00:00 GMT

This IDC Market Perspective discusses the Advancing AI 2026 event, which is AMD's clearest statement yet that the company intends to be evaluated as a systems and software company, not a component supplier competing on a single chip's specs. The annual rack cadence, the Ethernet-first networking bet, the agentic-AI reframing of EPYC, and the physical AI expansion are all consistent with this ambition. None of them guarantees share gains; execution on software adoption and HBM4 supply will determine more of AMD's 2027 outcomes than anything announced this week. AMD's strategic direction is coherent, and buyers now have a genuinely more complete set of alternatives to evaluate.

"The strategic direction is now clear. The remaining question is whether AMD can execute consistently across software, systems integration, ecosystem development, manufacturing scale, and partner enablement. If it can, Advancing AI 2026 may be remembered less as a product launch event than as the point at which AMD became a broadly credible AI infrastructure platform company," said Ashish Nadkarni, GVP/GM, Enterprise Research at IDC.

Beyond the Prompt: The Hidden Data and Storage Implications of Generative AI

Adam Wright — Wed, 12 Aug 2026 04:00:00 GMT

This IDC Perspective analyzes the intersection of accelerating global data growth and the rise of generative AI. Drawing on IDC's Global DataSphere and Global StorageSphere forecasts and findings from IDC's 2026 Worldwide Data Utilization Survey, this document provides IT decision-makers with actionable guidance on adapting data infrastructure strategies to meet the demands of an AI-driven enterprise.

"The question IT leaders should be asking is not whether generative AI will increase their data volumes," says Adam Wright, research manager for IDC's Global DataSphere and Global StorageSphere. "Survey data makes clear that it will, and significantly so. The question is whether their infrastructure and governance strategies are built for this reality."