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DTW 2026 – Reality Check for Autonomous Networks, Agentic AI, and the future of telco monetization

Chris Silberberg — Fri, 03 Jul 2026 04:00:00 GMT

DTW Ignite 2026 drew 3,000+ attendees to Copenhagen, with agentic AI, autonomous networks, AI monetization, and customer experience emerging as the event's defining cross-vendor themes. Though in some areas progress has not been as fast as expected, discussions were experience led, with progress being made in all areas.

Market Analysis Perspective: Japan Datacenter Facility and Colocation 2026

Mimei Ito — Thu, 02 Jul 2026 04:00:00 GMT

本プレゼンテーションは国内データセンターコロケーション市場およびデータセンターファシリティ市場の市場動向をまとめたものである。データセンターファシリティとは、データセンターの冷却システム、電気設備、建設躯体などを指す。

本プレゼンテーションには、国内データセンターコロケーション市場予測、国内データセンターの面積／電力キャパシティ予測、データセンターの利用に関するユーザー動向の分析などが含まれる。

Market Share: Worldwide Campus and Branch Ethernet Switch Shares, 2025

Brandon Butler — Thu, 02 Jul 2026 04:00:00 GMT

This IDC presentation presents the worldwide 2025 campus and branch (e.g., non-datacenter) Ethernet switch market shares.

"In the AI era, connectivity has become mission critical rather than optional. For organizations worldwide, campus and branch Ethernet switching serves as foundational infrastructure — enabling diverse use cases while delivering the high-performance, secure, and reliable connectivity required to support a rapidly expanding population of users and devices." — Brandon Butler, senior research manager, Network Infrastructure and Services, IDC

Thriive 26: Fujifilm's European Partner Conference

Phil Sargeant — Thu, 02 Jul 2026 04:00:00 GMT

On June 8, Fujifilm brought together its channel partners, the media, and industry analysts at its European Partner Conference in Vienna, Austria. Thriive 26 was the third installment in the conference series, following the original Thriive event in Budapest, Hungary, in 2024 and the second installment in Madrid, Spain, in 2025.

Verizon and BT Combine International Units in Joint Venture to Simplify Cross-Border, Cloud-First Connectivity

Alejandro Cadenas, Jan Hein Bakkers, Jitesh Bhayani, Paul Hughes, Denise Lund — Thu, 02 Jul 2026 04:00:00 GMT

Verizon and BT's announced plan to combine their international enterprise units into an equally owned new company brings together an estimated $4 billion in yearly revenue and reach into upwards of 3,000 multinational accounts spread across 180-plus countries. This pair up comes as enterprises are shifting workloads into a cloud-first, AI-driven model, domestic connectivity markets are seeing increased competitive pressures, and larger enterprises are looking for a telco partner that can scale and deliver across broader international touchpoints.

At Qualcomm's Investor Day 2026, Qualcomm Unveiled Its Datacenter Strategy with the Modular Acquisition and Product Road Map

Phil Solis, Jim Hines, Nina Turner, Jeff Janukowicz — Wed, 01 Jul 2026 04:00:00 GMT

Qualcomm held its Investor Day 2026 in New York, where it laid out its future financial targets and plans to achieve those targets. The event is mostly geared toward financial analysts, but Qualcomm also invites media and select industry analysts to attend as well. During this year's Investor Day, Qualcomm framed its next chapter around three strategic pillars: a new AI datacenter platform; full-stack physical AI across auto, industrial, and robotics; and a shift from silicon to integrated software platforms, all backed by a sharply raised financial outlook. It also announced the acquisition of Modular, which is key to those plans.

Figma Config 2026: Canvas, Community, and Design Convergence

Wayne Kurtzman, Roger Beharry Lall, Tatsuhiro Soga, Jordan Jewell, Adam Resnick — Wed, 01 Jul 2026 04:00:00 GMT

Over 10,000 Figma (NYSE: FIG) fans joined the annual Figma Config 2026 conference live at the Moscone Center in San Francisco, California, from June 24 to June 26, 2026, with many more participating online. The event focused on four key themes: code as design material, AI-powered generative tools, motion and animation, and collaborative and creative workflows. These themes reflect Figma's broader message of expanding what is possible for designers by treating new materials as design tools, enabling AI-assisted creation, and fostering collaboration at every stage, from exploration to implementation.

HPE Juniper Networking Advances AI Networking Options for AI Training and Inference Deployments

Paul Nicholson — Wed, 01 Jul 2026 04:00:00 GMT

HPE CEO Antonio Neri set the tone from the main stage, declaring "architecture for AI starts with your network" and framing the network as "a security layer," not just a connectivity layer. On day 2, Rami Rahim, HPE's EVP and general manager for Networking, followed Neri directly on the main stage: a signal of strategic priority. Rahim's message was direct: "Your AI is as fast as your network." That framing, repeated across multiple sessions, reflects a company that has internalized the network's centrality to AI outcomes. Optimizing learning, inference, and operations were key datacenter areas covered.

Worldwide Server CPU Market Share and Forecast, 1Q26

Jim Hines — Wed, 01 Jul 2026 04:00:00 GMT

This IDC Pivot Table examines the performance of the server CPU market through several market views. For the period 1Q20–1Q26, quarterly unit shipments and revenue by vendor and processor architecture are included, as well as unit shipments by channel to customer, socket design capability, and system category. The data tables include a five-year forecast of annual unit shipments and revenue by processor architecture and unit shipments by channel to customer, socket design capability, and system category.

A server CPU is designed with the intent to be used in a computing system expressly configured, marketed, and sold as a server. However, while server CPUs are most often used in servers, they may also be used in workstations, storage appliances, networking appliances, security appliances, and embedded systems.

Companies covered include IBM, Oracle Corp., Advanced Micro Devices Inc., Amazon Web Services Inc., Intel Corp., HiSilicon Technologies Co. Ltd., and NVIDIA.

1Q26中国竞争力分析报告——成像与打印外设市场（历史+预测）1Q26 China Compete Imaging ─ HCP Market Summary (Historical+ Forecast)

Donna Wang — Tue, 30 Jun 2026 04:00:00 GMT

IDC市场竞争报告对喷墨、A3&A4激光市场进行了详细分析，总结了打印外设数据收集的核心洞察。该报告包含高价值的营销洞见，市场核心趋势以及厂商市场份额分析。以下是报告涵盖的主要内容。

执行概要
市场综述
产品分析
竞争分析
细分市场分析
渠道分析
市场预测

本报告中的数据和观点引用来自IDC《全球打印外设市场季度跟踪报告》（1Q26）。