https://my.idc.com/rss/2805.do IDC RSS alerts https://my.idc.com/getdoc.jsp?containerId=lcEUR154634426&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication IDC Link Thu, 18 Jun 2026 04:00:00 GMT Michelle Morgan, Paul Hughes, Denise Lund, Oru Mohiuddin https://my.idc.com/getdoc.jsp?containerId=lcUS54658626&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>At its 2026 Analyst Forum, the Broadcom Mainframe Division presented a mainframe strategy built on modernizing applications on the mainframe rather than away from it, matching each workload to the platform best suited to it, leading the open source mainframe ecosystem, and embedding AI into existing products rather than selling AI capabilities as separate offerings. </P> IDC Link Thu, 18 Jun 2026 04:00:00 GMT Matthew Flug https://my.idc.com/getdoc.jsp?containerId=CA53408026&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Market Perspective provides an update on capital spending in the Canadian wireless and wireline telecommunications markets for the years 2025 and 2026. Canadian communications service providers’ capital expenditures are projected to decline for a fourth consecutive year in 2026, driven by regulatory changes, completed fibre and 5G buildouts, and a focus on debt reduction. While traditional network investments wane, spending is shifting toward AI datacentres and digital transformation. Competitive pressures, low pricing, and regulatory mandates continue to challenge profitability and investment, prompting providers to seek operational efficiencies and new growth opportunities beyond legacy telecom services.</P><P>“Fibre and 5G wireless buildouts being past the peak, combined with CRTC decisions that reduce incumbent return on capital investments, are driving the reduction in investment in the Canadian telecom market,” says Praveen Datta, research director, Canadian Communications Services at IDC. “Despite this, Canadian telecoms are investing for the future via increasing capital spending on AI datacentres and non-legacy areas. They could find more capital by allowing pricing on core services of mobile phone and home internet to follow inflation rates to better reflect the value and utility those services deliver to end users.”</P> Market Perspective Thu, 18 Jun 2026 04:00:00 GMT Praveen Datta https://my.idc.com/getdoc.jsp?containerId=US53886526&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Market Presentation maps workloads running across defined edge tiers, from connected edge infrastructure to fixed powered gateways, real-time perception on mobile robots and vehicles, personal assistants on AI PCs and smartphones, field workflow copilots on rugged portables, and TinyML sensing on ultra-constrained microcontrollers.</P><P>TOPS figures are a marketing metric; the metrics that determine deployment viability are memory footprint, inference latency under real workloads, and system-level power efficiency. Software portability and runtime optimization now drive design wins as much as raw silicon performance, particularly at tiers 2 through 5.</P><P>The 2026 edge AI opportunity is a layered ecosystem, not a winner-take-all market. China's domestic ecosystem is discussed, as is process technology at different tiers. IDC's framework gives technology decision-makers a practical lens for matching deployment environment to AI sophistication, selecting the right silicon and runtime stack, and navigating a vendor landscape that broadens significantly as tiers move away from the datacenter.</P> Market Presentation Thu, 18 Jun 2026 04:00:00 GMT Nina Turner https://my.idc.com/getdoc.jsp?containerId=EUR154558826&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC TechBrief examines the software-defined grid: an architectural shift in electricity transmission and distribution networks that separates the control plane (operating logic, capacity allocation, asset coordination, and flexibility orchestration) from the power-delivery plane, governing it through open, programmable software interfaces. The physical layer continues to deliver energy, increasingly through software-defined devices including grid-forming inverters and emerging solid-state breakers. </P><P>“Success depends on treating the architecture as a strategic decision rather than a procurement one, engaging regulators around operational and software-driven investment cases, building software engineering and IT/OT capability internally, and deploying in stages alongside open-source ecosystem participation,” said Roberta Bigliani, Group Vice President, IDC Global Lead for Energy Insights, Retail Insights, and IDC Industry Hub.</P> IDC TechBrief Thu, 18 Jun 2026 04:00:00 GMT Roberta Bigliani https://my.idc.com/getdoc.jsp?containerId=lcUS54648126&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>Zscaler held its annual Zenith Live conference in Las Vegas from June 8 to 11, 2026, using the event as the backdrop for a coordinated set of product and partnership announcements centered on AI security and SASE. The company introduced new capabilities for securing AI agents and agentic workflows, expanded its Project AI-Guardian partner ecosystem to include major technology alliance partners, and unveiled significant extensions to its core Zero Trust SASE platform. Taken together, the announcements represent Zscaler's most explicit statement yet that the company intends to extend its zero trust architecture into the emerging layer of autonomous AI systems, positioning the Zero Trust Exchange as the inspection and enforcement point for agent traffic alongside human users, devices, and workloads.</P> IDC Link Wed, 17 Jun 2026 04:00:00 GMT Frank Dickson https://my.idc.com/getdoc.jsp?containerId=lcUS54645626&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>At its Mainframe Analyst Relations Forum, held June 8–10 in Boston, Broadcom presented an AI strategy centered on embedding AI capabilities directly into its existing mainframe application development and DevOps portfolio rather than building standalone AI products. New capabilities arrive inside the tools customers already use, under existing entitlements, through MCP-based connectivity across DevOps, Data Management, and AIOps value streams. This approach reflects the nature of the platform: A mainframe is built for deterministic, high-volume, and mission-critical execution at a quality and reliability bar that a more disruptive AI product strategy would put at risk. Broadcom is working to build a unified developer experience where mainframe development uses tools and workflows already familiar to developers coming from conventional enterprise environments. The company is making solid progress, though attracting developers to a platform underrepresented in developer culture is a challenge specific to the mainframe, and the broader pressure of measuring AI investment returns is one the whole industry is still working through.</P> IDC Link Wed, 17 Jun 2026 04:00:00 GMT Adam Resnick https://my.idc.com/getdoc.jsp?containerId=US54215826&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>"Sustainability maturity is now inseparable from business performance maturity. The organizations closing the performance gap are not doing so through reporting excellence or carbon offset programs alone — they are embedding AI across operations, supply chains, and product portfolios to make sustainability a continuous, self-optimizing capability. This IDC study gives buyers and vendors alike a shared language and a clear progression map for that journey." — Bjoern Stengel, Global Sustainability Research and Practice lead, IDC</P> IDC MaturityScape Wed, 17 Jun 2026 04:00:00 GMT Bjoern Stengel https://my.idc.com/getdoc.jsp?containerId=US54603126&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Survey Spotlight dives deeper into where these markets exist and how service providers can more effectively interact with them. The market for sustainability and ESG services has matured significantly. This has driven the creation of submarkets in an effort to serve the diverse set of clients needing said services. </P> IDC Survey Spotlight Wed, 17 Jun 2026 04:00:00 GMT Dan Versace https://my.idc.com/getdoc.jsp?containerId=lcUS54657726&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>Microsoft Build 2026 demonstrated the company's intention to embed agentic AI directly into the operating system, development toolchain, and enterprise security fabric as an interconnected whole. Announcements spanning Windows-native agent containment, on-device small language models, expanded Linux tooling, a new GitHub Copilot App, frontier model tuning, and purpose-built AI hardware collectively signal that Microsoft is no longer positioning Windows as a passive foundation for AI workloads but as an active participant in their governance, execution, and economics. For enterprise organizations navigating the transition from AI experimentation to production-scale agentic deployment, the Build 2026 announcements deserve evaluation. Whether it translates into preference shifts among developer segments that have long favored macOS and Linux will depend on the company's execution of these announcements over the next several cycles.</P> IDC Link Wed, 17 Jun 2026 04:00:00 GMT Jim Mercer