https://my.idc.com/rss/2805.do IDC RSS alerts https://my.idc.com/getdoc.jsp?containerId=lcUS53422126&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>HPE Financial Service’s 90/9 Advantage financing program is a timely response to market uncertainty and the capital-intensive nature of AI infrastructure investments. By lowering near-term financial barriers and supporting portfolio-wide modernization efforts, HPE strengthens its value proposition to enterprises seeking both accelerated technology adoption and financial flexibility.</P> IDC Link Mon, 16 Mar 2026 04:00:00 GMT Lara Greden, Leslie Rosenberg https://my.idc.com/getdoc.jsp?containerId=lcUS54430326&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>SAP's upgraded Services and Support portfolio underscores its commitment to its cloud-centric strategy, addressing customer demand for simplified migration, enhanced integration, and embedded AI support. The new plans aim to better support continued cloud deployment by targeting key pain points, such as system complexity and talent shortages. IDC feels that, in combination with solutions like the <I>RISE with SAP </I>and <I>GROW with SAP</I> packages, these plans will continue to lower barriers to cloud-based SAP workloads and AI enablement, although SAP should still ensure support for its substantial on-premises customer base. </P> IDC Link Mon, 16 Mar 2026 04:00:00 GMT Max Pepper https://my.idc.com/getdoc.jsp?containerId=lcUS54438026&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>DayOne's collaboration with Cortical Labs to develop a biological datacenter signals how the rapid expansion of AI is pushing the computing industry to explore entirely new substrates for computation beyond traditional silicon processors. Although still experimental, biological computing represents part of a broader shift toward heterogeneous computing environments in which digital, analog, neuromorphic, and quantum systems work together to tackle increasingly complex workloads while addressing the energy and sustainability constraints facing modern datacenters.</P> IDC Link Sun, 15 Mar 2026 04:00:00 GMT Heather West, PhD, Franco Chiam https://my.idc.com/getdoc.jsp?containerId=EUR154315926&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Market Perspective outlines the scope and definitions of the market forecasts published in IDC's European Enterprise Communications Services program. The major segments are fixed data services — including internet access, cloud connectivity, Private IP (MPLS), and other connectivity services — and managed network services (SD-WAN and other connectivity services delivered as a managed service).</P><P>"Network service providers, particularly telcos, need to articulate their future WAN proposition as part of defining their position and role in an increasingly diverse competitive landscape." — Research Director James Eibisch, IDC European Enterprise Communications Services</P> Market Perspective Sun, 15 Mar 2026 04:00:00 GMT James Eibisch https://my.idc.com/getdoc.jsp?containerId=CHC53860525&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>本IDC FutureScape报告介绍了2026年可持续发展/ESG十大预测。</P><P>“IT是企业从ESG合规转向可持续发展转型落地阶段的关键推动力。然而，IT的环境足迹也会阻碍这些目标的实现。AI无处不在的时代为加速变革创造了令人兴奋的新可能，也使得可持续IT采用比以往任何时候都更加重要。本IDC FutureScape可持续发展/ESG报告探讨了将AI成功用于可持续发展以及实现可持续AI整合的各项关键要素。”——Bjoern Stengel，IDC可持续发展战略和技术研究部全球可持续发展研究和实践主管</P> Tech Buyer Presentation Sun, 15 Mar 2026 04:00:00 GMT Bjoern Stengel, Grace Trinidad, Katharina Grimme, Amy Cravens, Dan Versace, John Villali, Melvie Espejo, Vladimir Kroa, Lara Greden, Aly Pinder, Carlos Gonzalez, Diego Anesini, Eren Eser, Filippo Vanara, Heather Hershey, Jeffrey Hojlo, Jordan K. Speer, Ko Shikita, Olga Yashkova, Patrick Reymann, Reid Paquin, Rob Brothers, Ruthbea Yesner, Sarah Lee, Stephanie Krishnan, Dr. William Lee, Zachary Chertok, Zuzana Kovacova https://my.idc.com/getdoc.jsp?containerId=EUR154407826&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC study examines the security and resilience architecture of Microsoft's Dublin datacenter campus, its sustainability credentials, and the broader community and economic impact of hyperscale datacenter investments in Ireland. The Dublin datacenter showcases secure, resilient cloud infrastructure with advanced power redundancy and strict operational protocols. The facility focuses on sustainability through renewable energy, water efficiency, and circularity, while driving local economic and skills development. Transparent engagement supports Microsoft's social license amid Ireland's expanding digital infrastructure landscape.</P> Market Note Sun, 15 Mar 2026 04:00:00 GMT Duncan Brown https://my.idc.com/getdoc.jsp?containerId=US54306426&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Pivot Tablet contains quarterly (2012 to the previous quarter) market size and share by vendor, by air interface generation of the mobile phone (highest generation supported), and by major semiconductor type. It contains shipments by vendor for some semiconductor types and revenue by vendor for all semiconductor types. The major semiconductor components covered are:</P><UL><LI>Discrete application processors (shipments and revenue)</LI><LI>Discrete baseband processors (shipments and revenue)</LI><LI>Integrated baseband processors (shipments and revenue)</LI><LI>Transceivers (revenue)</LI><LI>RF front end (revenue for discrete and modules, including power amplifiers, LNAs, switches, and filters)</LI><LI>mmWave semiconductors and modules (revenue)</LI></UL><P>Major vendors covered include:</P><UL><LI>Apple</LI><LI>Broadcom</LI><LI>Google</LI><LI>HiSilicon</LI><LI>MediaTek</LI><LI>Qorvo</LI><LI>Qualcomm</LI><LI>Samsung</LI><LI>Skyworks</LI><LI>UNISOC</LI><LI>And other vendors in historical quarters that have left the market</LI></UL> Pivot Table Sun, 15 Mar 2026 04:00:00 GMT Phil Solis https://my.idc.com/getdoc.jsp?containerId=AP53977926&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Market Note examines how Singtel’s Digital InfraCo, in partnership with NVIDIA, is advancing a sovereign, infrastructure-orchestrated AI Grid strategy in Singapore. The Centre of Excellence for Applied AI functions as a microgrid experimentation environment, integrating AI-ready datacenters, sovereign GPU cloud services, advanced networking, and applied ecosystem enablement. Live demonstrations reinforced the initiative’s focus on production-ready use cases spanning software development, public safety, financial security, cross-agency orchestration, and cybersecurity.</P><P>“AI transformation requires infrastructure orchestration, not just GPU procurement,” says Dr. William Lee, senior research director, IDC Asia/Pacific Cloud Infrastructure, Datacenter and Telco Research. “Singtel’s AI Grid strategy demonstrates how sovereign control, sustainability discipline, and applied ecosystem enablement are converging to define AI competitiveness in Southeast Asia.”</P> Market Note Sat, 14 Mar 2026 04:00:00 GMT Dr. William Lee https://my.idc.com/getdoc.jsp?containerId=JPJ54233926&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>本調査レポートは、国内AI（Artificial Intelligence）インフラ（サーバー／ストレージ）市場と、AI向けITインフラサービス（構築／運用／保守サービス）市場を対象に市場予測を提供し、需要動向やベンダー動向を分析する。両市場に関する顧客タイプ別を含むセグメント別の市場予測、ユーザー調査に基づくAIインフラに対する需要分析、そして国内AIインフラ市場シェアや主要ベンダーの動向分析によって、国内AIインフラ市場の需要動向と競争環境の変化を明らかにする。そして、市場の変化を踏まえて、パートナーエコシステムなどの観点からITサプライヤーが両市場において市場機会を拡大するための提言を示す。</P><P>IDC Japan、Infrastructure, Imaging and Devicesのリサーチマネージャーである宝出 幸久は、「国内AIインフラ市場は、国家戦略と企業競争力の強化に直結する重要な市場へと進化している。2026年は、学習中心の投資フェーズから、推論を軸とした社会実装フェーズへの転換点である。これに伴って、AIインフラは経済活動の高度化や中長期的な産業構造変革を支える国家的な基盤としての位置づけを強めていく。今後の競争軸は、AIインフラに関する包括的なポートフォリオ、新たなパートナーエコシステムの構築、そしてAIの本番実装に向けた変革支援能力である。これらを兼ね備えたITサプライヤーが、次の成長局面において市場の主導権を握る」と分析している。</P> Special Study Fri, 13 Mar 2026 04:00:00 GMT Yukihisa Hode, Shinya Kato, Mimei Ito https://my.idc.com/getdoc.jsp?containerId=lcUS54437126&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>As the industry absorbs the impact of Mobile World Congress 2026 in Barcelona, the narrative for the enterprise is clear - "best-effort" connectivity is simply not good enough anymore. For nearly a decade, enterprise conversations at MWC have been dominated by the promise of 5G's raw speed. This appears to be the year of pivotal transition, where connectivity stopped being a commodity "pipe" and matured into an AI driven intelligent, programmable platform.</P> IDC Link Fri, 13 Mar 2026 04:00:00 GMT Paul Hughes