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TCS Bids to Become Google Cloud's Primary Enterprise AI Orchestrator

Cathy Huang — Wed, 11 Nov 2026 05:00:00 GMT

TCS's push to be Google Cloud's primary enterprise AI orchestrator, built on its Agentic AI solutions and investments to enable easy adoption of customer-built agents across multiple technologies and a planned forward-deployed engineering (FDE) model, shows systems integrators competing to govern mixed estates of AI agents. Technology buyers should ask for production references for the solutions, services, and assets.

ServiceNow Wants CISOs to Retire the Audit Scramble for Always-On, Machine-Speed Assurance

Philip D. Harris, CISSP, CCSK — Tue, 10 Nov 2026 05:00:00 GMT

ServiceNow announced agentic continuous control monitoring in ServiceNow Integrated Risk Management, extending AI agents that configure checks, interpret results, and remediate failed controls within policy beyond the ServiceNow AI Platform itself to cloud, container, identity, SaaS, on premises, and OT/IoT and medical device systems, feeding a central evidence layer and a unified control map that lets a single tested control count across SOX, PCI DSS, ISO 27001, HIPAA, and the EU AI Act, with general availability expected in 1Q27. IDC research already identifies a decisive shift from periodic, manual GRC to always-on, agentic assurance and names ServiceNow a leader in that shift, though the launch's real test for CISOs will be whether human review gates, data quality, and change management keep pace with controls that now act, not just report, at machine speed across systems no single team fully owns.

AMD's 3Q26 Results: Datacenter Revenue Reaches a Record as Venice and Helios Begin to Ship

Jeff Janukowicz — Mon, 09 Nov 2026 05:00:00 GMT

On November 3, 2026, AMD reported 3Q26 financial results. Revenue reached a record $13.377 billion, up 45% year over year and 16% sequentially, exceeding the high end of guidance. Datacenter revenue was $8.546 billion, up 97% year over year and 27% sequentially, accounting for 64% of total revenue compared with 47% a year ago. Non-GAAP gross margin was 56%, up 190 basis points year over year. GAAP EPS was $1.46, reduced by a $1.097 billion noncash charge related to the change in fair value of customer warrant liabilities.

IBM TechXchange 2026: Governing Agents at Scale

Jim Mercer, Matthew Flug — Mon, 09 Nov 2026 05:00:00 GMT

IBM used TechXchange 2026 in Atlanta, the first held alongside HashiConf, to argue that the primary enterprise challenge in the agentic era has shifted from building agents to scaling and governing them. Announcements spanned agent identity, a cross-platform watsonx Orchestrate control plane, Terraform and Vault for agentic infrastructure, the Concert operations platform, Bob 2.0, and Z Atlas. IBM says only 25% of today's agents are enterprise ready, and its answer to scalability is a layered stack of identity, context, orchestration, and operations.

Sprinklr's Platform Push at CXUnifiers 2026 Rests on Social Data and Customer Context

Roger Beharry Lall, Tapan Patel, Hayley Sutherland — Mon, 09 Nov 2026 05:00:00 GMT

At CXUnifiers 2026, Sprinklr launched a beta of six Marketing AI Agents and outlined a context graph and an open agent layer designed to unify its social, marketing, service, and customer feedback products into a single AI platform. The plan builds on the social and conversation data Sprinklr already collects, and its success will depend on published evidence that this context improves AI agent results and on winning over the IT and AI leaders who now take active role in choosing AI agent platforms for customer experience.

Oracle Commits to a Multi-Silicon Cloud at AI World 2026

Rob Tiffany — Sat, 07 Nov 2026 05:00:00 GMT

Oracle's announcements at AI World 2026 signal that OCI intends to compete as a multi-silicon AI cloud, letting buyers match training, inference, and agent-orchestration workloads to different chips without changing cloud providers. OCI currently offers multiple generations of NVIDIA and AMD GPUs, CPUs from NVIDIA, AMD, Intel, and Arm, while Google TPUs and Cerebras systems arrive in 2027 and SambaNova offerings have yet to launch.

Fastly Xcelerate 2026: The Edge Becomes the Control Point for AI Traffic

Ghassan Abdo, Jitesh Bhayani — Fri, 06 Nov 2026 05:00:00 GMT

This IDC Market Note analyzes the announcements and customer proof points from Fastly's Xcelerate 2026 event, held on October 14 in New York City. It covers the Fastly for AI portfolio; the case for governing agent-driven traffic at the edge, edge AI, and bot management; Fastly's internal agent program; and the Comcast and Jio carrier partnerships and advises buyers on how to separate shipped capabilities from road map items.

"Fastly is making the case that as machines generate more of the internet's traffic, the edge becomes the place where that traffic is governed, not just accelerated," said Ghassan Abdo, research vice president, Worldwide Telecom at IDC. "Buyers should separate what Fastly has shipped from what is planned, and test how their own controls behave when most requests come from agents."

"The Comcast and Jio partnerships show that carriers are becoming part of the control layer for AI traffic," said Jitesh Bhayani, vice president, Worldwide Telecom Services at IDC. "Placing delivery and security capacity at the access edge helps operators and their enterprise customers handle machine-generated demand, but how these footprints are operated and priced will determine whether the model is repeatable across the telecom ecosystem."

Growth Alert — Large Format DTF Printers

Tim Greene — Fri, 06 Nov 2026 05:00:00 GMT

This IDC Market Note highlights some of the developments in the large format DTF printer market. It also identifies some of the major suppliers, channels, and the impact that the emergence of DTF printers has had on the DTG printer market.

IBM Quantum, ORNL, and AMD Introduce a Codesigned Platform for Quantum Error Correction

Heather West, PhD, Brent Ellis — Fri, 06 Nov 2026 05:00:00 GMT

IBM Quantum, ORNL, and AMD are advancing research into one of the less visible challenges on the path to fault-tolerant quantum computing: the classical computing infrastructure required to support quantum error correction (QEC). Because decoding performance, processing latency, and hardware-software codesign requirements will vary across qubit modalities and error correction approaches, classical computing suppliers have an opportunity to shape the architectures underpinning future quantum systems. The longer-term question is whether these capabilities can be standardized across modalities or will require distinct quantum-classical architectures.

IDC Survey Spotlight: Where Will Sustainability Take a Bigger Share of Services Budget?

Dan Versace — Fri, 06 Nov 2026 05:00:00 GMT

In this Survey Spotlight, IDC examines how much of their professional services spending organizations put toward sustainability today and how they expect that share to change over the next two years across industries. Sustainability's share of services budgets is set to grow in every industry group, with regulated and data-intensive sectors planning the steepest increases. Asset-heavy industries start with the highest share but plan for slower growth, which IDC did not expect given their direct exposure to emissions. Budget growth follows disclosure and data obligations more closely than emissions intensity, so providers should focus coverage on finance, government, and healthcare accounts with reporting, assurance, and data offerings.