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AWS and Cerebras Collaborate on Disaggregated AI Inference to Challenge NVIDIA

Dave McCarthy, Brandon Hoff — Fri, 20 Mar 2026 04:00:00 GMT

The partnership between AWS and Cerebras integrates Cerebras’ massive CS-3 systems directly into AWS datacenters, coupling them with Amazon’s proprietary Trainium3 AI chips to power a new, ultra-fast generative AI inference service accessible through Amazon Bedrock.

At the heart of this announcement is a novel architectural approach called "inference disaggregation." Rather than relying on a monolithic GPU to process an entire AI request, AWS and Cerebras are splitting the workload. AWS’s Trainium processors will handle the computationally intensive "prefill" phase, while Cerebras’ Wafer-Scale Engines (WSE) will execute the memory-bandwidth-heavy "decode" phase.

CIO Readiness in the Face of the Middle East War: Resilience, Cyberpreparedness, and Workforce Continuity

Fri, 20 Mar 2026 04:00:00 GMT

This IDC Perspective examines how an expanding Middle East War could reshape CIO priorities through 2026 and beyond by increasing volatility in energy markets, cloud and network availability, cybersecurity exposure, and regional technology supply chains. It presents two planning scenarios: prolonged instability and escalation with energy shock. It outlines the immediate and longer-term actions technology leaders can take to protect people, sustain operations, and preserve strategic flexibility.

"CIOs cannot control geopolitical volatility, but they can reduce the fragility it exposes. The organizations that fare best will be those that protect people first, diversify dependencies early, and make resilience a design principle rather than a crisis response." — Daniel Saroff, group vice president, Research and Consulting at IDC

EMEA Wholesale Radar, 2H25

Jan Hein Bakkers, Tolga Yalcin — Fri, 20 Mar 2026 04:00:00 GMT

This IDC Market Presentation analyzes recent news and events in the wholesale telecoms market in Europe, the Middle East, and Africa. The EMEA Wholesale Radar identifies major trends and dynamics from these announcements and places them in the context of overall market development and outlook.

Europe Hardcopy Forecast, 2026-2030

Phil Sargeant — Fri, 20 Mar 2026 04:00:00 GMT

This IDC presentation quantifies the Europe hardcopy market in detail, analyzing issues, trends, and product advances. It contains IDC's updated review and forecast of the Western Europe hardcopy market for 2026–2030.

"Across Europe, organizations of all shapes and sizes continue to utilize print as part of their business and communication processes. Opportunities to capture pages remain high, even as the long-term growth pattern for hardcopy remains negative." — Phil Sargeant, senior program director, IT Research — Imaging Printing, and Document Solutions

From Factories to the Fabric: Akamai, NVIDIA, and the Dawn of Distributed AI

Dave McCarthy — Fri, 20 Mar 2026 04:00:00 GMT

The AI infrastructure market has reached a critical inflection point. While the initial era of generative AI was defined by massive, centralized AI factories purpose-built for training frontier models, the industry is now pivoting rapidly toward the commercialization and execution phase: inference. As enterprise AI scales to include real-time physical AI, autonomous agents, and highly concurrent multimodal applications, the physical distance between compute resources and end-users has become a bottleneck.

Addressing this fundamental physics problem, Akamai Technologies recently announced its global-scale implementation of the NVIDIA AI Grid reference architecture via its Akamai Inference Cloud. By overlaying an intelligent orchestration control plane onto geographically distributed nodes, Akamai’s platform can dynamically route inference workloads based on latency, cost, and resource availability.

For enterprise buyers, this signals the maturation of edge AI from pilot projects into production-grade infrastructure capable of supporting the next generation of real-time, low-latency applications.

Identity Startup Keycard Addresses Runtime Governance in Agentic AI

Frank Dickson, Grace Trinidad, Emanuel Figueroa — Fri, 20 Mar 2026 04:00:00 GMT

Identity startup Keycard’s expansion into runtime governance reflects a response to the rapid adoption of autonomous coding agents. As organizations experiment with agent‑driven automation, they face widening gaps in identity, authorization, and operational oversight. Keycard addresses these challenges by binding identity, policy, and auditability directly to each agent action while replacing persistent secrets with short‑lived, task‑scoped authorization. The newly introduced runtime governance layer provides real‑time control over agent behavior and tool usage through centralized, dynamically enforced policies that work across development environments, cloud platforms, and integrated toolchains.

Identity for Agentic AI: Teleport Launches Beams

Frank Dickson, Grace Trinidad, Emanuel Figueroa — Fri, 20 Mar 2026 04:00:00 GMT

NVIDIA Expands Cuda-Q and NVQLink to Accelerate Quantum Development and Adoption at GTC 2026

Heather West, PhD — Fri, 20 Mar 2026 04:00:00 GMT

At GTC 2026, NVIDIA reinforced its position as a platform provider for quantum computing, focusing on the infrastructure and software needed to scale hybrid quantum-classical systems. This strategy is likely to accelerate ecosystem alignment and lower barriers to adoption as the market moves toward practical quantum applications.

Telefonica Expands Quantum AI Partnerships as Enterprise Interest in Hybrid Experimentation Increases

Heather West, PhD — Fri, 20 Mar 2026 04:00:00 GMT

Telefónica's expanded quantum partnerships reflect a broader market shift from foundational quantum readiness toward pragmatic, hybrid quantum-classical experimentation embedded within enterprise AI strategies. While quantum-enhanced AI remains experimental and constrained by current hardware road maps, Telefónica's ecosystem approach positions the company to help organizations responsibly explore targeted optimization and simulation use cases today, building the operational, architectural, and talent foundations required to capture long-term advantage without overstating near-term impact.

AI Is Driving Infrastructure Spending as a Priority in Financial Services in 2026

Jerry Silva — Thu, 19 Mar 2026 04:00:00 GMT

This IDC Perspective describes the thinking of financial institutions that have made their intentions clear about the need for infrastructure improvements, and the inference IDC Financial Insights is making about AI as the main driver behind these decisions. Over three years have passed since GenAI made the news, and while the financial services industry struggled to create real benefits from generative AI, agentic AI and AI agents have further complicated the picture, and the industry, generally, seems to be unprepared to leverage these new technologies fully. But recent surveys of the industry by IDC point to a willingness (even a need) to invest in overcoming the challenges of inadequate infrastructure preparedness in 2026 and beyond.

"The financial services industry is in 'rebuild' mode in preparation for the AI-fueled business," said Jerry Silva, vice president, IDC Financial Insights. "IT investments in infrastructure modernization are outpacing investments in areas like customer experience, even though there isn't always a short-term lift in revenue."