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AT&T Texas's Collocation Filings Are a Reminder: Regulated Interconnection Is Shrinking While Neutral Colocation Keeps Winning

Olga Yashkova — Mon, 21 Sep 2026 04:00:00 GMT

AT&T Texas's September 2026 filing of conformed interconnection agreements with CLECs, including Wide Voice, Comcell, YMax, and Syntrio Solutions, reflects routine compliance with Telecom Act obligations for legacy voice carriers rather than any broadening of the local exchange market. Meanwhile, most of the interconnection growth in 2026 is occurring elsewhere: enterprises and cloud providers are leasing market-priced space in carrier-neutral facilities operated by Equinix, Digital Realty, and CyrusOne to support AI inference and cloud on-ramps, and that demand is outpacing available power.

Verizon and Corning's Fiber Supply Agreement: Extending Multi-Use Network Investment to Support AI Infrastructure Expansion

Harsheeta Arora — Mon, 21 Sep 2026 04:00:00 GMT

Verizon's new multi-year agreement with Corning secures critical fiber supply years ahead of when its broadband and AI-related capacity requirements are expected to fully materialize. The agreement also reinforces Verizon's converged network strategy, in which a single physical network is designed to serve broadband, mobility, enterprise, and AI-related use cases, bringing together requirements that are often planned separately across business or product lines.

IDC MarketScape: Japan Datacenter Facilities Services 2026 Vendor Assessment

Mimei Ito — Sun, 20 Sep 2026 04:00:00 GMT

本調査レポートは、国内データセンター（DC）ファシリティサービス市場における主要ベンダーを対象として、IDC MarketScapeモデルを用いて「戦略」および「能力」の評価を行い、その分析結果をまとめたものである。また、ITバイヤーが、データセンターファシリティサービスを選定する際に留意すべき事項を提示している。

「今後3～5年でこの市場の優劣を決めるのは、DCキャパシティの規模そのものではなく、電力確保に向けた実行力である。電力会社との早期の協議や送配電設備投資への関与を通じて、迅速かつ確実にキャパシティを供給できる事業者が、ハイパースケール需要を取り込んでいくであろう」と、IDC Japan、Software, Services, and IT Spendingのリサーチマネージャーである伊藤未明は指摘する。

IDC Survey: AI-Enabled Energy Management Trends, 2026

Bjoern Stengel — Fri, 18 Sep 2026 04:00:00 GMT

This IDC Survey presents findings from IDC’s 2026 AI and Sustainability Survey of 1,570 enterprise decision-makers worldwide, focused on how organizations are applying artificial intelligence to energy management. Energy efficiency is the fastest-growing ESG AI priority IDC tracks: 29.4% of organizations now name it a top issue addressed through AI, up from 19.3% in IDC’s 2024 AI and Sustainability Survey — a 52% relative increase, more than double the growth rate of any other ESG AI topic IDC tracks. Energy-focused buyers are also IDC’s most transformation- and ROI-driven audience of any ESG AI topic surveyed, and predictive AI is their dominant technology choice by a wide margin (35.4%).

This presentation segments these findings by industry, company size, region, and AI for sustainability maturity stage, surfacing sharply different buyer profiles, budget owners, and barriers beneath the top-line numbers — from construction’s uniquely footprint-conscious buyers to oil and gas’ transformation ambition blocked by a lack of industry-specific solutions. It closes with vendor-facing implications: Capability breadth wins buyer reliance today, but real whitespace exists in vertical-specific solutions, ROI-modeling support, and third-party trust credentials that most vendors aren’t yet providing.

“What’s striking isn’t that energy-efficiency AI investment grew 52% in two years — it’s that the growth is showing up in software and retail as much as construction and utilities. This is no longer a niche, energy-intensive industry story; it’s becoming a mainstream line item, and most vendors’ go-to-market plans haven’t caught up.” — Bjoern Stengel, global sustainability research and practice lead, Sustainable Strategies and Technologies, IDC

Market Analysis Perspective: Worldwide Managed Edge and Content Delivery Services, 2026

Ghassan Abdo — Fri, 18 Sep 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the worldwide managed edge and content delivery services market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers and service providers.

"The managed edge and content delivery services market is at an inflection point with the emergence of edge as a control point for AI inferencing and NaaS as the consumption model for connectivity services." — Ghassan Abdo, research VP, Worldwide Telecom, Managed Edge and Delivery Services, IDC.

Market Forecast: Worldwide Tablet Forecast Update, 2026–2030 — 2Q26

Bryan Ma — Fri, 18 Sep 2026 04:00:00 GMT

This IDC presentation provides the 2Q26 update to our five-year forecast for the worldwide tablet market.

"Tablets are being hit on multiple fronts, be it memory prices or even threat of substitute products. But the core use cases of media consumption and light productivity help keep the category weathering the storm." — Bryan Ma, vice president, Client Devices, IDC

Market Share: U.S. Laser A3/A4 MFP Shares, 2025

Geoffrey Wilbur, Abhyuday Jampu — Fri, 18 Sep 2026 04:00:00 GMT

This IDC presentation analyzes the U.S. A3 and A4 laser MFP markets. Economic and business uncertainty, partly because of tariff uncertainty, suppressed demand for print hardware in 2025. As vendors pursue opportunities in this difficult business climate and beyond, success will be determined by the extent to which vendors' product offerings meet current and evolving business needs.

Market Share: Worldwide and U.S. Managed Print and Document Services and Basic Print Services Shares, 2025

Robert Palmer — Fri, 18 Sep 2026 04:00:00 GMT

This IDC presentation examines the 2025 market shares of the leading vendors in the Managed Print and Document Services and Basic Print Services market.

The contractual print and document services market declined in 2025 as organizations grappled with geopolitical conflict, lingering trade tensions, and tightening financial conditions. As has been the case over the past few years, the market for basic print services (BPS) continues to give ground to MPDS as businesses gain experience with contractual print services and advance in print and document maturity. In 2025, BPS revenue dipped 4%, while MPS revenue was essentially flat year-over-year.

"Balancing print modernization with tightening budgets is one of the toughest calls IT leaders face today, as economic headwinds and geopolitical uncertainty force a harder look at every technology investment. Organizations can no longer justify upgrading print infrastructure for its own sake. The business case hinges on demonstrating measurable cost savings, reducing security risks, meeting security compliance and sustainability objectives, and driving operational efficiency," says Robert Palmer, Research Vice President, Imaging, Printing, and Document Solutions.

Enterprise Quantum Computing Use Cases: From Quantum Opportunities to Enterprise Business Value

Heather West, PhD — Thu, 17 Sep 2026 04:00:00 GMT

This IDC Tech Buyer Presentation identifies quantum-relevant use cases across key industries, including manufacturing, finance, energy,healthcare and life sciences, government, telecommunications, and aerospace and defense. For each industry, the presentation examines where quantum computing is being applied or evaluated today, the enterprise use cases showing the greatest potential, and the maturity of current initiatives. It provides enterprises with a framework for distinguishing near-term opportunities from longer-term developments and identifies how organizations should prepare for the continued evolution of hybrid quantum-classical computing.

Market Forecast: Worldwide Datacenter Facilities Power Forecast, 2026–2030

Andrew Buss, Luis Fernandes, Mikhail Jaura — Thu, 17 Sep 2026 04:00:00 GMT

This IDC study provides a forecast for the worldwide datacenter facilities power market and delivers insights into its drivers and inhibitors of growth.

"As we see unprecedent growth of datacenter buildout, two questions arise: where is the energy coming from to support this growth, and how can it be properly managed? Builders and operators of these datacenters will have to bring together governments, grid operators and distributors, vendors that offer best-in-class hardware and software solutions, and even schools to provide much-needed skilled workers for various specialized functions," said Luis Fernandes, senior research manager, IDC Cloud and Datacenters, Enterprise Infrastructure.