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CoreWeave FullyConnected 2026 — AI Loop and Forge

Jasdeep Singh, Dave McCarthy — Wed, 14 Oct 2026 04:00:00 GMT

At its first FullyConnected conference, held in San Francisco, CoreWeave launched CoreWeave Forge, a development layer built around what it calls the AI loop (run, observe, curate, improve, and evaluate), and made NVIDIA Vera Rubin NVL72 and the NVIDIA Vera CPU part of its infrastructure portfolio. Forge is now generally available, combines technology from Weights & Biases, OpenPipe, and marimo with CoreWeave's own training, inference, and sandbox services. Together, the announcements show CoreWeave extending from GPU capacity into the software layers enterprises need to run AI in production, while keeping its infrastructure as the foundation.

Dell Expands Its AI Data Platform with Enterprise Context, GPU Data Prep, and Managed Azure File Storage

Jason Echols, Carol Sliwa — Wed, 14 Oct 2026 04:00:00 GMT

Dell Technologies is extending the Dell AI Data Platform beyond storage and data engines to encompass the definitions and relationships that explain what enterprise data means, a move designed to better position Dell for the context layer AI agents depend on. Dell will need to continue to emphasize its differentiated capabilities to enterprise buyers, as major storage and data platform vendors converge to compete in that layer and support the same NVIDIA reference architectures.

Google Breathes New Life into Wristband Fitness Trackers with Fitbit Edge

Ramon T. Llamas — Wed, 14 Oct 2026 04:00:00 GMT

HPE Networking Investor Day 2026: Integration Ahead of Plan Supports Higher Growth Targets

Brandon Butler, Paul Nicholson, Leslie Rosenberg, Taranvir Singh — Wed, 14 Oct 2026 04:00:00 GMT

NETSCOUT Engage 2026: Renewing Network Observability for the AI Era

Taranvir Singh — Wed, 14 Oct 2026 04:00:00 GMT

Accenture FY 4Q26: Bookings Recovery and Full-Year Revenue Above Guidance Point to Sustained AI Transformation Demand; OT Security Platform Now in Market

Lars Goransson — Tue, 13 Oct 2026 04:00:00 GMT

On October 1, 2026, Accenture reported results for the fourth quarter and full fiscal year 2026. Fourth-quarter revenue of $18.7 billion exceeded the top of the guided range of $17.75 billion to $18.40 billion. Full-year local currency growth of 5% was at the top of the original guidance of 2–5% and above the most recent range of 3–4%.

Broadcom's VMware Private AI Cloud Makes Agent Governance the Default

Adam Reeves, Matthew Flug — Tue, 13 Oct 2026 04:00:00 GMT

This IDC Perspective shares an overview of VMware Explore 2026, where Broadcom consolidated infrastructure, data, and security announcements under a new VMware Private AI Cloud banner, applying one governance pattern, identity verification, policy enforcement, and audit logging across three separate control points: the Tanzu Platform AI gateway, the standalone AgentMinder product, and a still-planned VCF-level gateway. Enterprise IT leaders evaluating this stack should treat governance depth, not governance claims, as the deciding factor; confirm what is actually shipping before committing budget; and assign clear ownership across Broadcom's overlapping control points before agentic workloads reach production scale.

"The interesting move here isn't any single control point; it's that Broadcom is holding one governance pattern, identity verification, policy enforcement, and audit logging, constant across three different layers of the stack: the platform gateway, the identity and governance layer, and the infrastructure layer beneath both. That's a deliberate choice to make governance look the same no matter which layer an enterprise is touching, rather than letting each layer define governance on its own terms," says Adam Reeves, research director, PaaS for Developers of Modern and Edge Applications, IDC.

IDC PlanScape: Coordinating ADMS, Grid DERMS, and Edge DERMS as the Utilities’ Grid Coordination Plane

Gaia Gallotti, John Villali, Jean-François Segalotto — Tue, 13 Oct 2026 04:00:00 GMT

This IDC PlanScape treats ADMS, grid DERMS, and edge DERMS as three core coordinated pillars of a single grid coordination plane, as the value compounds considerably when the three share a common data foundation, a deliberate sequencing decision, and unified governance. The How Can My Organization Take Advantage of a Coordinated Utilities’ Grid Coordination Plane? section of this document lays out nine sequential phases, from mapping existing architecture to pricing the cost of the status quo to measuring whether the projected value actually materialized. The Advice for Technology Leaders section closes this IDC PlanScape with guidance specific to the technology vendor relationship.

“Treating ADMS, grid DERMS, and edge DERMS as three separate procurements and systems is a holdover of a utility landscape that no longer exists. As the industry now operates in an electrifying, decarbonizing world, procurement, deployment, and execution processes need to evolve to coordinate all three systems and solve energy transition problems that are already here today,” says Gaia Gallotti, research director, IDC Energy Insights Europe. “Utilities that get ahead in this transition will be the ones that sequence deliberately, govern rigorously, and hold their vendors to the same standard of coordination they are asking of their own organization.”

IDC’s Worldwide Large Panel Display Tracker Taxonomy, 2026

Jay Chou, Tom Mainelli, Ryan Reith — Tue, 13 Oct 2026 04:00:00 GMT

This IDC study provides a comprehensive overview of and definitions for the large panel display industry. The definitions provided in this document represent the scope of IDC’s Large-Sized Display Panel Tracker.

This taxonomy outlines industry segmentations and measurement methodologies for the large- panel display industry, including classification by technology, panel maker, geography, and shipment-area metrics.

IDC’s Worldwide Workstation Tracker Taxonomy, 2026

Tue, 13 Oct 2026 04:00:00 GMT

This IDC study provides a comprehensive overview of and definitions for workstations. The definitions provided in this document represent the scope of IDC’s workstation hardware research.

This taxonomy outlines market segmentations and measurement methodologies for the workstation industry, including classification by technology, vendor, geography, and revenue metrics.

“The term workstation is meant to communicate reliability and performance,” states Linn Huang, research director, Devices and Displays, IDC. “This taxonomy document is meant to serve as a framework to capture performance of the mission-critical, highly technical computing market.”