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Beyond Cost and Compliance: How Red Hat Is Shaping AI, Sovereignty, and Modernization

Wed, 26 Nov 2025 05:00:00 GMT

This IDC Market Perspective examines Red Hat’s evolving strategy in response to three dominant market trends: accelerating enterprise AI adoption, widespread migration from legacy virtualization platforms, and the growing imperative for digital sovereignty. Following Red Hat Analyst Day 2025, Red Hat is positioning itself as a leader in delivering open, flexible, and consistent hybrid cloud platforms that prioritize customer choice, operational control, and mitigation of vendor lock-in.

“In a market chasing speed, Red Hat’s open approach reframes the conversation from lock-in avoidance to long-term resilience, where sovereignty and AI governance become strategic imperatives. Red Hat’s strength lies in bridging modernization and sovereignty while operationalizing AI at scale,” said Jennifer Thomson, AVP European Research.

Dell Technologies FY 3Q26 Results: AI Surge Resapes Infrastructure Outlook

Matthew Eastwood — Wed, 26 Nov 2025 05:00:00 GMT

EMEA Infrastructure Market Overview, 1Q25

Andrew Buss, Luis Fernandes, Shahin Hashim, Victoria Mendes, Pavel Roland — Wed, 26 Nov 2025 05:00:00 GMT

This IDC Market Presentation provides an overview of the EMEA IT infrastructure market in 1Q25 and related trends across servers, external enterprise storage systems, and enterprise networking (including Ethernet switching and routers) compared with the same period in 2024. It also compares the performance of the top 10 enterprise server, storage, and networking vendors with the overall performance of the market.

Intel Highlights Leading-Edge 18A Process, Upcoming Products, and New AI Strategy

Wed, 26 Nov 2025 05:00:00 GMT

This IDC Market Perspective covers major announcements from Intel at ITT 2025 and OCP Global Summit 2025, including the Intel 18A manufacturing process technology, next-generation Panther Lake client CPUs, Clearwater Forest datacenter CPUs, and details on its new AI strategy and products.

“Intel has been undergoing a significant period of re-engineering and transformation as it looks to regain market leadership in manufacturing and product performance,” said Andrew Buss, senior research director, IDC. “If Intel can meet its objectives as outlined in major announcements during ITT 2025 and OCP Global Summit 2025, it will help customers to meet the performance, efficiency, and cost targets for next-generation PCs and digital infrastructures.”

Lenovo Global Industry Analyst Summit 2025: Strategic Alliances and Partnerships Overview

Jeff Newton — Wed, 26 Nov 2025 05:00:00 GMT

This IDC Market Note discusses the Lenovo Global Industry Analyst Summit 2025. The Lenovo Global Industry Analyst Summit 2025 showcased Lenovo's strategic focus on building robust global alliances and a partner ecosystem to drive innovation, particularly in AI, hybrid cloud, and edge computing. Through its Lenovo 360 framework and deep collaborations with hyperscalers, ISVs, and industry experts, Lenovo aims to deliver end-to-end solutions, foster co-innovation, and address vertical market needs, positioning itself and its partners for sustained growth and leadership in the evolving technology landscape.

NVIDIA FY 3Q26 Results: Global AI Infrastructure Buildouts Accelerate

Brandon Hoff, Matthew Eastwood — Wed, 26 Nov 2025 05:00:00 GMT

Worldwide PC and Workstation Discrete GPU Market Shares and Forecast, 2Q25

Phil Solis — Wed, 26 Nov 2025 05:00:00 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

IDC MarketScape: Worldwide Analytical Databases 2025–2026 Vendor Assessment

Devin Pratt — Tue, 25 Nov 2025 05:00:00 GMT

The IDC study evaluates worldwide analytical database software platforms for 2025, highlighting how advances in storage and compute architectures are transforming enterprise analytics. Vendors evaluated include AWS, Broadcom, Cloudera, Couchbase, Google, IBM, InterSystems, Microsoft, OpenText, Oracle, SAP, SingleStore, Snowflake, and Teradata. The market is shifting beyond traditional columnar systems toward cloud-native, lakehouse, and distributed query architectures that separate storage and compute to improve elasticity, performance, and cost control.

As organizations modernize data infrastructure and accelerate AI adoption, analytical databases are emerging as the intelligent, high-performance foundation for real-time analytics and data-driven decisioning. Vendors are embedding AI-driven optimization, vector processing, and automation to enhance scalability, accelerate insights, and prepare for agentic AI workloads. The market's growth signals a new phase where analytics, AI, and storage innovation converge to enable faster and more intelligent enterprise decisions.

"Analytics is the engine of enterprise intelligence, and analytical databases are evolving to make it faster, smarter, and more adaptive," said Devin Pratt, research director, Data Management Software at IDC. "As organizations advance their analytics strategies and incorporate AI and agentic AI, leadership will belong to databases that seamlessly unite storage, compute, and automation to turn data into trusted, real-time decisions."

Meter's 2025 MeterUP Event Showcases Commitment to Fully Integrated, Service-Driven Networking and Announces Lumen Partnership - Without Using Buzzwords

Paul Hughes — Tue, 25 Nov 2025 05:00:00 GMT

Meter's annual MeterUP 2025 conference for customers, partners and analysts provided a focused and refreshing view of the company's growth strategy for its full integrated networking stack and strategy for enterprise connectivity. The announced agreement with Lumen for a unified wide area network (WAN) and local area network (LAN) solution to enterprise customers stood out as it offered simplicity and lower cost of ownership for the customer and a bigger partnership path with the CSPs.

Schneider Electric Innovation Summit 2025: Electrification and AI Convergence Drives the New Industrial Era

Olga Yashkova, Natalya Yezhkova — Tue, 25 Nov 2025 05:00:00 GMT

This IDC Link summarizes the key learnings from Schneider Electric's North America Innovation Summit 2025 that took place on November 18-19 in Las Vegas, NV. This event highlighted the company's strategic focus on integrating electrification, automation, and digital transformation to address the quickly progressing demands of datacenters and other industries.