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Market Forecast: Worldwide Datacenter Facilities Owners and Operators Forecast, 2026–2030

Mikhail Jaura, Luis Fernandes, Andrew Buss — Fri, 14 Aug 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the datacenter facilities owners and operators market and delivers insights into the drivers and inhibitors of growth.

“AI demand has the datacenter market steamrolling, and gigawatt builds have everyone competing for power. Operators aren’t waiting on the grid anymore; many are building their own. Growth has never been faster, but the constraint has shifted from capital to power, and the gap between announced gigawatts and energized megawatts is now the number that matters,” says Mikhail Jaura, senior research analyst, Cloud and Datacenters, Enterprise Infrastructure.

Worldwide Server Operating System Environments Forecast, 2026-2030: The Widening Gap Between Deployed Units and Revenue

Shahin Hashim — Fri, 14 Aug 2026 04:00:00 GMT

This IDC Market Presentation examines the worldwide server operating system environments market and forecasts its growth in the coming years. Deployment and revenue have decoupled. The market will nearly double in units by 2030 while commercial revenue grows in the single digits, because the forces driving volume — AI build-out, community Linux, and host-level licensing — are the same forces suppressing what anyone pays per instance.

市场份额：中国非IA芯片企业级存储市场份额，2025

Yunxu Yang, William Zhang, Thomas Zhou — Fri, 14 Aug 2026 04:00:00 GMT

本IDC研究分析了2025年中国非IA芯片企业级存储（下文简称”非IA存储”）市场中领先供应商的市场份额。

中国非IA存储市场在过去五年迎来了高速发展，2025年的出货量四年复合增长率高达17.2%，远超整体市场的5.1%。2025年，非IA存储出货量占比从2022年的45.3%上升至58.4%，这一趋势预计仍将趋稳持续。

IDC中国企业级存储市场领域研究经理杨昀煦表示：”市场针对非IA存储的需求逻辑已经从单一的政策合规驱动，升级为国货国用+AI的双轮驱动，这给非IA存储带来稳定的市场机遇。AI新增需求指向分布式存储赛道，是非IA存储增速较快板块；企业传统核心业务信创存量替换仍是最大基本盘，非IA存储以集中式为主，平稳增长。技术供应商仍在持续投入研发，在IO延迟、带宽、能效比上追求能力更优。”

Dynatrace Acquires Arize AI to Define Emerging AI Engineering Category and Accelerate Growth Vectors

Stephen Elliot, Shannon Kalvar, Jim Mercer, Archana Venkatraman — Thu, 13 Aug 2026 04:00:00 GMT

On August 13, Dynatrace announced its intent to acquire AI engineering platform provider Arize AI ($915 million in stock and cash, 200 employees, and founded in 2020) to accelerate growth and add emerging AI agent performance and MLOps capabilities for evaluations, debugging, testing, tracing, and continuous feedback loops for agent improvement opportunities from two products: Phoenix OSS (open source AI observability and evaluation platform) and Arize AX (managed enterprise platform for AI observability, evaluation, and continuous improvement). Arize AI raised a total of $131 million in funding across four major rounds; the most recent being a $70 million Series C round announced in February 2025. The products use an open source PLG model to offer freemium/Community-to-Commercial plans that provide users with production ML analytics and workflows to identify model and data issues, diagnose root causes, and continuously improve performance for end-user products. This is a potentially transformational acquisition for Dynatrace as an organization, for customers, and partners.

IDC Survey: Decarbonizing the Built Environment: Buildings and Facilities in IDC’s 2026 Energy Transition Survey

Roberta Bigliani — Thu, 13 Aug 2026 04:00:00 GMT

IDC’s 2026 Energy Transition Survey examines how large organizations in the manufacturing, buildings, transportation, construction, and datacenter sectors are shaping their energy transition programs.

This report profiles building-heavy sectors, including retail, commercial real estate, hospitality, healthcare, government, and higher education. It examines the actions being taken on efficiency, electrification, and renewable procurement, the digital and technology investments backing those actions, the barriers slowing progress, and the outcome and payback profiles reported by organizations.

The analysis in this IDC Survey covers:

Energy actions across efficiency, onsite renewables, electrification, demand reduction, and low-carbon fuels
Digital investments in building management system (BMS), energy management systems (EMS), automation, smart metering, onsite energy systems, and asset analytics
Technology deployment maturity, including heating, ventilating, and air-conditioning (HVAC) automation, BMS, smart meters, predictive maintenance, and demand management
Barriers, achieved benefits, and ROI expectations for building cluster respondents versus the total sample
Decision priorities for facility, sustainability, real estate, and IT leaders

Pivot Table: IDC's Worldwide IT Leasing and Financing Forecast, 2026–2030

Lara Greden — Thu, 13 Aug 2026 04:00:00 GMT

This IDC Pivot Table forecasts the worldwide IT leasing and financing market for 2026–2030. The Pivot Table segments IT leasing and financing revenue by country, region, technology category, and GPU accelerator for servers. It accompanies Market Forecast: Worldwide IT Leasing and Financing Forecast, 2026–2030 (IDC #US54095026, August 2026).

Quantinuum and Oracle Partnership Expected to Bring Quantum Computing into the Enterprise GRC Framework

Heather West, PhD — Thu, 13 Aug 2026 04:00:00 GMT

The Quantinuum and Oracle partnership points to an important evolution in enterprise quantum computing, where quantum resources become part of the infrastructure supporting existing artificial intelligence (AI), high-performance computing (HPC), and enterprise workloads. As organizations move toward production use, the ability to integrate quantum into established data, security, and governance environments will increasingly shape how enterprises approach adoption.

The Detection-to-Action Gap: What Okta's Acquisition of Permiso Actually Tests

Emanuel Figueroa — Thu, 13 Aug 2026 04:00:00 GMT

This year, nearly every identity vendor has announced some version of the same breakthrough: they now watch what identities do after they log in. At this point, that claim is less differentiator than admission ticket. The more interesting question is how many of these acquisitions become product, and how many become threat-research teams quietly absorbed into a slide.

Okta buying Permiso is a genuine test case. Permiso brings real signal: more than 2,500 research-driven detections across 70+ identity partners and a sandbox that detonates AI agent skills and prompts before they reach production, not just a logo and a press quote.

But acquiring a detection engine and operationalizing one are not the same thing. Across security markets, acquired technologies often create value more slowly than acquisition announcements suggest, particularly when integration lags behind adoption. IDC refers to this challenge as the Detection-to-Action Gap, and it is becoming a more useful lens for evaluating identity security acquisitions than counting detections, integrations, or partner logos.

Worldwide 2Q26 HDD Shipment Results and Four-Quarter Forecast Update

Edward Burns — Thu, 13 Aug 2026 04:00:00 GMT

This IDC Pivot Table provides worldwide unit and petabyte shipments and revenue for the hard disk drive (HDD) industry for the second calendar quarter of 2026, including supplier unit shipment and revenue market share. Also provided are HDD-equipped personal and entry-level storage shipment estimates by HDD form factor for the second calendar quarter of 2026. This IDC Pivot Table provides clients with worldwide HDD market data for market analysis and business planning and to assist in identifying the industry and market dynamics, trends, and opportunities for HDDs.

Worldwide Service Provider Infrastructure Market Summary and Outlook, 1Q26

Kuba Stolarski — Thu, 13 Aug 2026 04:00:00 GMT

This IDC Market Presentation offers an overview of the worldwide service provider infrastructure market, related trends, and a forecast from the first quarter of 2026. Detailed results were released on June 25, 2026, in IDC's Worldwide Enterprise Infrastructure Tracker: Buyer and Cloud Deployment Extension. This presentation provides insights into regional-, vendor-, and market-level performance, as well as information on key market developments and trends. It offers suppliers advice on how to navigate various market issues, both currently and over the next five years.