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2026年国内AI／データプラットフォームソフトウェア市場マーケット構造とベンダー分析

Yasusuke Suzuki, Takuya Uemura — Wed, 15 Apr 2026 04:00:00 GMT

本調査レポートは、国内AI（Artificial Intelligence）／データプラットフォームソフトウェア市場を対象に、AIプラットフォーム、アナリティクス、データプラットフォームの融合が市場構造と競争環境に与える影響を分析したものである。特に、AI技術の活用に向けて、データ基盤、分析基盤、AI運用基盤の一体的な整備が重要になっている点と、それに伴うITサプライヤーの事業機会および提供価値の変化に焦点を合わせている。

IDC Japan、Infrastructure, Imaging, and Devicesのリサーチマネージャーである鈴木康介は「国内AI／データプラットフォームソフトウェア市場では、AI、データ、アナリティクスの融合が進む中で、ITサプライヤーの競争軸も大きく変化している。今後は、単体ソリューションの提供力ではなく、顧客の業務成果を起点に、データ基盤、分析基盤、AI運用基盤を統合して設計、実装、運用できる能力が差別化の鍵になる」と述べている。

European Enterprise Market Displays Directly Opposing Behaviors Within a Digital Business Model

Jacqui Hendriks — Wed, 15 Apr 2026 04:00:00 GMT

This IDC Market Note explores insights from companies of 500+ employees and their requirements from future service providers.

While SMBs increasingly prefer a one-stop shop for business services, the enterprise market also provides opportunities for evolving service providers with a more selective approach based on providers' core strengths.

Federated Edge Initiative as a Catalyst for 5G and Mobile Monetization in Europe

Alejandro Cadenas — Wed, 15 Apr 2026 04:00:00 GMT

This IDC Market Perspective analyzes a European federated edge framework designed to interconnect distributed infrastructures across operators and countries. The emergence of a federated edge framework in Europe marks a structural step in the evolution of telecom networks from connectivity providers to platform-based ecosystems. By aligning distributed computing with 5G standalone architectures and extending these capabilities across operators and borders, federation addresses one of the core limitations of the current edge landscape: fragmentation. Its real value, however, lies not in infrastructure itself, but in enabling scalable, programmable, and monetizable services for enterprises operating across multiple markets. The opportunity is significant, but realization will depend on execution across standards, APIs, ecosystem engagement, and commercial alignment.

"Federated edge does not create new use cases, it unlocks those constrained by fragmentation," says Alejandro Cadenas, associate vice president of Telecom Research at IDC Global. "Its success will depend less on infrastructure rollout and more on the industry's ability to standardize, expose, and monetize network capabilities at scale."

Infor Analyst Innovation Summit 2026: Delivering the Agentic Enterprise

Mickey North Rizza — Wed, 15 Apr 2026 04:00:00 GMT

Infor held its 2026 Analyst Innovation Summit in Atlanta, Georgia, on April 14 and 15. The innovation summit showcased Infor's journey from 2025 well into 2026, with particular emphasis on the customer agentic AI journey and the Infor products and ecosystem partners that are helping their clients become an agentic enterprise.

Intel's Expanded Partnership with Google Highlights the Strategic Importance of CPUs in the Next Wave of AI Infrastructure Investment

Jim Hines, Jeff Janukowicz — Wed, 15 Apr 2026 04:00:00 GMT

Intel and Google's expanded multiyear partnership reflects a broader shift in the AI infrastructure landscape, where the locus of innovation is moving from large-scale model training toward inference and, increasingly, agentic AI workloads. This development also serves as a point of validation for Intel's strategy to play a more central role in shaping next-generation silicon design and advanced manufacturing approaches for AI infrastructure. The realization of this strategy will depend on Intel's success in securing external customers, advancing its foundry capabilities, and executing on its custom silicon road map.

Memory Shortage Crisis: Opportunities and Challenges for China's Semiconductor Supply Chain

Helen Chiang — Wed, 15 Apr 2026 04:00:00 GMT

This IDC Market Perspective finds that the Chinese market is severely affected by a memory shortage in 2026. The imbalance between supply and demand is pressuring costs and profitability across the entire supply chain, while exerting structural impacts on downstream application markets in terms of pricing, product planning, and capacity allocation — posing major challenges for enterprise operations and strategic planning. At the same time, the supply crunch is opening doors for local Chinese memory vendors to integrate into new supply chains, presenting a transformative opportunity for China's semiconductor industry. In response to potential future shifts in supply and demand, establishing resilient and flexible supply chains is a critical imperative.

"The global economy and business climate are changing rapidly, with factors such as geopolitics and armed conflicts introducing greater uncertainty into semiconductor supply and demand dynamics. Organizations should establish more comprehensive mechanisms for procurement, qualification, and market monitoring to maintain resilience during supply shortages. The current memory shortage is also helping to strengthen China's domestic substitution capabilities going forward. For technology suppliers, close attention to policy developments will be essential to ensuring future products and services remain compliant," said Helen Chiang, research vice president, IDC's Semiconductors and Enabling Technologies.

Milano Cortina 2026 Winter Olympics: HPE States Its Intent with a Secure, High-Performance, AI-Native Network

Chris Barnard — Wed, 15 Apr 2026 04:00:00 GMT

This IDC Market Note presents our takeaways in the context of our EMEA Networking and Life-Cycle Services research. During the Milano Cortina 2026 Winter Olympics, held from February 6 to 22, Hewlett Packard Enterprise (HPE) served as the network infrastructure partner.

Niagara Summit 2026 Signals a Shift Toward Autonomous, AI-Driven Buildings

Brian O'Rourke — Wed, 15 Apr 2026 04:00:00 GMT

The biennial Niagara Summit 2026 showed the continued resilience of the building management and facilities segments. Even in the face of COVID-19's impact and economic uncertainty from wars and tariffs, technological developments lead buildings and facilities into a more autonomous future, led by both hardware and software. The availability of platforms based on open standards, such as the Niagara Framework, is key to the transition to semiautonomous and then autonomous buildings in the future.

OFC 2026: Optical Innovation Accelerates AI Infrastructure — From 1.6T Connectivity to Copackaged Optics and Hollow-Core Fiber

Ajeet Das — Wed, 15 Apr 2026 04:00:00 GMT

This IDC Market Note distills key takeaways from OFC 2026 held in Los Angeles Convention Center in California, from March 15 to 19. OFC 2026 spotlighted the critical integration of optical technologies — such as 1.6T transceivers, copackaged optics, and hollow-core fibers — into AI and datacenter infrastructure. The conference marked a transition from research to large-scale deployment, with industry leaders emphasizing innovations that boost bandwidth, energy efficiency, and scalability. Organizations are adopting hybrid infrastructure strategies to address escalating demands of AI, positioning next-generation optical networks as essential for future datacenter and AI workload performance.

“As AI’s hunger for bandwidth grows, optical innovation is no longer optional; it’s the backbone of tomorrow’s datacenters and the key to scalable intelligence,” says Ajeet Das, research director, Telecom Network Infrastructure, IDC.

Nutanix .NEXT 2026: Enabling Customer Choice in Compute and Deployment Architectures

Matthew Flug — Tue, 14 Apr 2026 04:00:00 GMT

The announcements Nutanix made at its annual event .NEXT center on creating a "dual native" platform that enables customers to operate virtual machines, containers, and AI workloads through a unified operational model across hybrid and multitenant environments. The updates reflect broader market trends regarding increased popularity of multicloud and hybrid cloud strategies, platform consolidation, and AI and agentic AI enablement.