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Blue Yonder ICON 2026: Where Supply Chain Performance and Sustainability Converge

Amy Cravens — Mon, 01 Jun 2026 04:00:00 GMT

Blue Yonder's annual ICON customer conference, held May 18–19, 2026 in San Diego, put autonomous supply chain intelligence squarely at the intersection of operational performance and sustainability. Across keynotes, press releases, and customer award announcements, a consistent theme emerged: the same AI-driven capabilities that improve forecast accuracy, reduce waste, and optimize logistics also deliver measurable environmental outcomes.

This IDC Link examines what ICON 2026 revealed about Blue Yonder's direction and how its expanding platform supports sustainability through four lenses: logistics and emissions, sustainable procurement, inventory management, and returns and circularity.

Datacenter Infrastructure and System Component Supply and Leadtime Update: May 2026

Leon Kao, Jeff Janukowicz, Helen Chiang, Galen Zeng, Jim Hines, Edward Burns — Mon, 01 Jun 2026 04:00:00 GMT

This IDC Presentation provides a supply situation and lead time outlook, along with comprehensive analysis, for the following datacenter infrastructure and system component categories: system motherboard and substrate, processor, memory and storage, logic and control components, networking and connecting components, rack/system power and thermal distribution, rack and peripherals, datacenter power infrastructure, and datacenter cooling infrastructure.

Lenovo FY 4Q26: Record Quarter Across All Business Groups Despite Component Cost Headwinds

Tom Mainelli, Ashish Nadkarni, Rob Brothers — Mon, 01 Jun 2026 04:00:00 GMT

Miro Canvas 2026 Event: Miro's Engaging Cross-Stack Collaboration Canvas Strategy; Centering Human Engagement

Wayne Kurtzman, Melinda-Carol Ballou — Mon, 01 Jun 2026 04:00:00 GMT

NVIDIA RTX Spark Reframes the AI PC Around a Powerful GPU, Unified Memory, and On-Device Agents

Mohamed Hefny, Tom Mainelli, Bryan Ma — Mon, 01 Jun 2026 04:00:00 GMT

Vertice + Vendr: The Data Moat Just Got a Lot Deeper

Patrick Reymann — Mon, 01 Jun 2026 04:00:00 GMT

Vertice’s acquisition of Vendr combines two data-rich procurement platforms, creating a scaled intelligence advantage in the Spend Orchestration market. The deal strengthens Vertice’s US presence, expands its managed services, and enhances its AI agent capabilities with Vendr’s $15B+ transaction dataset and negotiation engine. The combined entity offers a more complete spend orchestration solution with embedded pricing intelligence and automation. Strategically, the acquisition deepens Vertice’s data moat, accelerates autonomous negotiation, and increases competitive pressure across SaaS management, spend orchestration, and traditional S2P vendors, positioning Vertice as a prominent AI-native procurement platform.

IDC Survey Spotlight: Unusual Printing Volume Dynamics in the Office Environment in Europe: What Happened During the Last 12 Months?

Mitri Roufka — Sat, 30 May 2026 04:00:00 GMT

This IDC Survey Spotlight, based on IDC’s recent European B2B Print Opportunity Survey, examines recent print volume dynamics across European organizations over the past 12 months.

The report assesses whether print volumes increased, decreased, or held steady across European organizations. It also evaluates the divergent drivers of volume change and identifies where print demand remains structurally embedded.

IDC Survey Spotlight: What Devices Are Used in Offices in Europe to Scan Documents, and How Much Do They Contribute to Overall Document Scanning Volumes in 2026 versus 2025?

Mitri Roufka — Sat, 30 May 2026 04:00:00 GMT

This IDC Survey Spotlight reviews the devices used for document scanning in offices in Europe and their contribution to overall scanning volumes, comparing 2025 and 2026. It outlines adoption levels and usage distribution across key device categories, including MFPs, standalone scanners, portable scanners, and mobile devices.

The report also describes how scanning activity is distributed across these technologies and how organizations are increasingly relying on a mix of devices to support evolving, multidevice document capture workflows.

Coupa Inspire 2026: Autonomous Spend Management Takes Center Stage

Jordan Steele, Kevin Permenter, Patrick Reymann — Fri, 29 May 2026 04:00:00 GMT

Coupa Inspire 2026 showed a vendor intent on moving from digital spend management to an autonomous, data-driven platform, with Rossum, Coupa Compose, and Coupa Catalyst as key proof points. The event messaging focused on eliminating unstructured data bottlenecks, unifying direct and indirect spend, and lowering economic and organizational barriers to AI adoption for procurement and finance teams.

Dell Technologies 1Q27 Earnings: From AI Surge to Infrastructure Supercycle

Matthew Eastwood — Fri, 29 May 2026 04:00:00 GMT

On May 28, 2026, Dell Technologies reported record 1Q27 results as AI-driven demand, infrastructure modernization, and commercial PC refresh activity accelerated across the portfolio. First-quarter revenue reached $43.8 billion, up 88% year over year (YoY), while non-GAAP operating income increased to $4.2 billion (9.7% margin) and non-GAAP diluted EPS rose 214% to $4.86. Cash flow from operations reached a record $4.1 billion. Results were driven by unprecedented AI server demand, strong growth in traditional servers and storage, and continued momentum in commercial PCs despite ongoing component inflation and supply constraints.