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富士通 2026年度上半期決算を発表：Uvanceとモダナイゼーションで国内は伸長

Yukiharu Yorifuji — Tue, 10 Nov 2026 05:00:00 GMT

富士通は2026年10月29日、2026年度(2027年3月期)上半期（4～9月）の決算を発表した。これによると、富士通の売上収益は前年同期比3.8％増の1兆6,263億円、調整後営業利益は同6.1%減の1,139億円となった。調整後営業利益率は7.0%である。

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

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

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 Co-Designed 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. Because decoding performance, processing latency, and hardware-software co-design 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.

IDC Survey Spotlight: Who's Keeping a Home Landline Phone and Why?

Daniela Rao — Fri, 06 Nov 2026 05:00:00 GMT

This IDC Survey Spotlight provides insight into consumers' usage and perspectives on their home landline service. The results are based on IDC's Consumer Communications and Mobile Services Survey, September 2026.

"Home phone retention and replacement intentions differ considerably across age groups. While older landline customers overwhelmingly intend to retain their service, younger customers show greater interest in VoIP and app-based alternatives than in mobile-only replacement. For service providers, this creates an opportunity to evaluate how home voice offerings can evolve alongside broadband and mobile services while preserving the value of existing customer relationships," said Daniela Rao, senior research and consulting director, Worldwide Telecom and Unified Communications, IDC.