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AWS Summit, Washington, D.C., 2026: Analysis for Government CIOs, CTOs, Program Managers, and Agency Leadership

Massimiliano Claps, Alan Webber, Ruthbea Yesner — Tue, 08 Sep 2026 04:00:00 GMT

At its Washington, D.C., summit, AWS paired new spending commitments with concrete mechanics for moving classified and sensitive government workloads to the cloud, headlined by a $1 billion intelligence community migration credit program and first-time classified cloud access for defense contractors. A separate $1 billion investment in embedded engineering teams signals AWS is positioning itself to close the AI pilot-to-production gap. AI tooling and model choice continue to expand across classification levels, though authorization varies by region and should be verified before any agency commits to a road map. Sovereignty and post-quantum cryptography announcements matter mainly for non-U.S. governments and long-horizon planners.

“AWS’s Washington summit made it clear that the next phase of government cloud adoption will not be won on infrastructure alone,” said Alan Webber, program vice president for National Security, Defense, and Intelligence at IDC. “It will be won by whoever can put real money behind migration and put engineers in the room to get AI past the pilot stage.”

Market Forecast: Worldwide SD-WAN Infrastructure Forecast, 2026–2030

Brandon Butler — Tue, 08 Sep 2026 04:00:00 GMT

This IDC study provides the five-year forecast for the software-defined wide area network (SD-WAN) infrastructure market and delivers insights into the drivers and inhibitors of growth.

The SD-WAN infrastructure market continues to evolve, driven by AI’s dual impact as both a connectivity demand driver and embedded management capability, alongside SD-WAN’s foundational role in secure access service edge (SASE) architectures. SD-WAN enables organizations to unify network and security policy across distributed enterprises while AI reshapes real-time policy management and enforcement, accelerating convergence toward integrated network-security frameworks.

Market Share: Worldwide PC Shares, 2Q26

Bryan Ma — Tue, 08 Sep 2026 04:00:00 GMT

The PC market declined by 4% in 2Q26, but it was still better than expected as the pull-in activity in anticipation of rising memory prices spurred buying. Apple's gains with MacBook Neo helped as well.

Motivair by Schneider Electric Analyst Event: Engineering Liquid Cooling and Power for the AI Factory Era

Andrew Buss, Luis Fernandes — Tue, 08 Sep 2026 04:00:00 GMT

This IDC Market Note covers Motivair by Schneider Electric’s analyst event, held July 15 and 16, 2026, in Buffalo, New York, where the company laid out its liquid cooling, 800Vdc power, reference design, and modular datacenter road map for AI factory infrastructure, alongside new metrics for measuring AI efficiency and a deployment case study.

“As AI factories replace traditional datacenters, the winners will not be solely decided by megawatts secured, but by how fast and reliably that power can be turned into usable, AI-ready capacity,” said Luis Fernandes, senior research manager, IDC.

NVIDIA’s Hugging Face Deal Places It Alongside OpenAI, Anthropic, Google and SpaceX in AI Development

Arnal Dayaratna — Tue, 08 Sep 2026 04:00:00 GMT

NVIDIA's agreement to acquire Hugging Face stands to accelerate enterprise adoption of open models and intensify competition across the foundation model market. The transaction would combine a global open-model community and a platform for customizing and deploying open models with the capital and computing infrastructure required to transform more open models into production digital solutions. It places NVIDIA alongside OpenAI, Anthropic, SpaceX, Google, and Meta among the major companies shaping a market in which proprietary models will compete with increasingly capable open-model ecosystems

Worldwide PC and Workstation Discrete GPU Market Shares and Forecast, 1Q26

Phil Solis — Tue, 08 Sep 2026 04:00:00 GMT

This IDC Pivot Table provides the worldwide market size and vendor share results for desktop PC, mobile PC, and workstation discrete GPU vendors in terms of both shipments and revenue.

The following data is provided quarterly starting from 1Q16:

Market size in units, including forecast
Vendor shares in units
Market size in revenue, including forecast
Vendor shares in revenue
ASPs

Segments include:

Desktop PC graphics processing unit
Mobile PC graphics processing unit
Workstation graphics processing unit

Worldwide Quantum Computing Market Outlook and Customer Spending Trends, 2026–2030

Heather West, PhD — Tue, 08 Sep 2026 04:00:00 GMT

This IDC Market Presentation provides an overview of worldwide quantum computing market trends and outlook for future spending. This overview focuses on the analysis of spending trends for quantum computing segmented by quantum computing systems, platforms, and technologies; quantum-related systems, platforms, and technologies; and quantum computing and quantum-inspired services. Additionally, trends in quantum investments are discussed.

osapiens Acquires Nasdaq’s Metrio Platform, Deepening ESG Reporting Depth and Accelerating U.S. Expansion

Amy Cravens — Tue, 08 Sep 2026 04:00:00 GMT

This IDC Market Note examines osapiens’ acquisition of Nasdaq’s Metrio platform and customer base completed on August 19, 2026, pairing Metrio’s nonfinancial reporting and carbon accounting capabilities and North American enterprise footprint with the AI-driven compliance and supplier intelligence platform delivered through the osapiens HUB. The deal reinforces functionality that osapiens already delivers while accelerating a U.S. expansion the company was already pursuing, and it closes capability gaps in both directions, from ESG ratings management and peer benchmarking to mandatory EU compliance coverage and native AI automation. How much value is ultimately realized will depend on how cleanly osapiens integrates two platforms with different operating models, hosting environments, and market positioning.

“This acquisition is additive, not defensive; osapiens is buying capability and a customer base it did not previously have, in the market it most needed both.” — Amy Cravens, research manager, Sustainability and ESG Software, IDC

IDC Survey: The Satisfaction Gap in Sustainability Software

Amy Cravens — Mon, 07 Sep 2026 04:00:00 GMT

This IDC Survey examines how buyer satisfaction, value extraction, and continued pain points with sustainability software. Drawing on 816 organizations across 17 countries and 15 industries, the survey finds a market that has matured well past compliance reporting, but where the benefits of that maturity are unevenly shared.

“Organizations that treat sustainability software as strategic infrastructure — not just a reporting requirement — are the ones seeing real value: better data, tighter operations, a genuine edge with regulators and customers alike. Still, adoption isn’t universal: a meaningful share of users continue to struggle, and the root cause is often inadequate training rather than the software itself.” — Amy Cravens, research manager, Sustainability/ESG Software at IDC

Market Forecast：国内クラウド管理型ネットワークソリューション市場予測、2026年～2030年

Kenichi Kusano — Mon, 07 Sep 2026 04:00:00 GMT

本調査レポートでは、国内クラウド管理型ネットワークソリューション市場を対象に、今後5年間の市場規模を予測するとともに、成長要因および阻害要因を分析する。国内クラウド管理型ネットワークソリューション市場は、企業ネットワークの運用管理における主要技術の一つとして成長を続けている。AI（Artificial Intelligence）を活用した運用管理でクラウド管理型がリードしていることや、ネットワーク製品価格の上昇も追い風になっている。

「従来型のネットワーク構築や運用から脱却し、クラウドプラットフォームやクラウドエクスペリエンスを取り入れたモダナイゼーションは、企業が取り組むべき課題の一つである。クラウド管理型ネットワークソリューションベンダーは、企業ネットワークのモダナイゼーションを促進する「触媒」として、クラウド管理型ソリューション導入の価値を訴求すべきである」とIDC Japan、Network & Securityのシニアリサーチディレクターである草野賢一は述べている。