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Connectivity Hub Profile: Frankfurt

Jan Hein Bakkers — Sat, 14 Feb 2026 05:00:00 GMT

This IDC Market Presentation analyzes the critical role of connectivity hubs in the digital ecosystem. It provides a detailed look at the developments in the Frankfurt region in terms of datacenters, cloud providers, Internet exchanges, and network infrastructure.

Five Key Trends in Telecom Network Infrastructure 2026

Ajeet Das — Sat, 14 Feb 2026 05:00:00 GMT

This IDC Market Presentation illustrates five key telecom network infrastructure trends expected to shape 2026. These trends are 5G SA expansion, cloud-native deployment, a ramp-up in 800G pluggable, a shift to 1.6T technology, and edge computing for AI.

Worldwide Server Market Summary and Outlook, 3Q25

Kuba Stolarski — Fri, 13 Feb 2026 05:00:00 GMT

This IDC presentation offers an overview of the worldwide server market, related trends, and forecasts for the third quarter of 2025. Detailed results were released on December 11, 2025, in IDC's Worldwide Quarterly Server Tracker and on December 18, 2025, in IDC's Worldwide Quarterly Server Tracker Forecast. This presentation provides insights into the regional, vendor, and market-level performance as well as details on key developments and trends in the market, including accelerated servers (i.e., GPUs and other accelerators), offering advice to suppliers on how to navigate various issues present in the current market and developing over the next five years.

Circular Economy Market Size for Enterprise Purchase of Refurbished PCs

Lara Greden — Thu, 12 Feb 2026 05:00:00 GMT

This IDC Market Note provides a snapshot of IDC's worldwide market forecast for enterprise buying of used PCs and related services.

Datacenters as Grid Assets: Regulatory Turning Point and the Nuclear Pivot

Olga Yashkova — Thu, 12 Feb 2026 05:00:00 GMT

This IDC Market Note explores the latest developments in the relations between datacenters and the utility grid, coupled with the latest related regulations in the United States and their impact on the datacenter market. Surging AI-driven datacenter energy demand is outpacing grid capacity, prompting a regulatory shift that repositions datacenters as active grid assets. Federal and state initiatives, including the DOE's emergency orders and Texas SB 6, now require datacenters to support grid reliability. The government's "nuclear + compute" strategy, fast-tracked by EO 14301, is accelerating modular nuclear deployment to provide scalable, carbon-neutral power but introduces new operational and financial challenges for datacenter operators.

Dynatrace Perform 2026: From Observability to Supervised Autonomous Operations

Jim Mercer, Stephen Elliot, Katie Norton, Shannon Kalvar, Archana Venkatraman — Thu, 12 Feb 2026 05:00:00 GMT

Dynatrace Perform 2026 was recently held in Las Vegas and marked a clear inflection point in the evolution of observability, positioning Dynatrace beyond monitoring and analytics toward supervised autonomous operations. The event underscored how IT complexity, particularly from agentic AI and LLM-based applications, is forcing enterprises to rethink how they operate, govern, and scale digital systems. With the introduction of Dynatrace Intelligence and a strong emphasis on deterministic AI fusion with agentic AI, unified data, and customer-validated outcomes, Dynatrace made a credible case that it is well positioned to deliver on this transition.

Edge ROI: Building the Business Case for Edge Investment

Jennifer Cooke — Thu, 12 Feb 2026 05:00:00 GMT

This IDC Market Perspective discusses the current state of edge project return on investment. It outlines how technology providers can help drive more investment and adoption with organizations by meeting their needs for expertise, affordability, and ability to scale.

"ROI discussions on edge projects need to go far deeper than simple cost and immediate return analysis. IT buyers need help proving that their solutions can move beyond successful proof of concept and have the ability to scale." — Jennifer Cooke, research director, Edge AI Strategies, IDC

Enterprise Perspectives on Wi-Fi 7 Adoption in the Middle East, Türkiye, and Africa (META)

Jawairia Asif — Thu, 12 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight provides insights into enterprise Wi-Fi upgrade strategies across META, highlighting planned migration paths toward Wi-Fi 7 and the extent to which organizations are bypassing Wi-Fi 6/6E. It also discusses the key drivers influencing adoption decisions, including coverage, capacity, device density, latency, and security requirements.

The data for this IDC Survey Spotlight derives from IDC's Networking & Life-Cycle Services Survey, 2025.

How Different Is the Deployment of Edge IT Infrastructure in the European Union and the Whole of EMEA?

Alexandra Rotaru, Luis Fernandes, Shahin Hashim, Andrew Buss — Thu, 12 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight focuses on the deployment of edge IT infrastructure in the European Union compared with the broader EMEA market, the types of workloads mostly being deployed at the edge, and the main benefits companies expect to get from deploying these workloads in the edge.

This IDC Survey Spotlight is based on IDC's EMEA Digital Infrastructure Survey, conducted in 2025, that surveyed 1,540 organizations in EMEA. The survey spanned 16 countries across Western Europe, Central and Eastern Europe, and the Middle East, Türkiye, and Africa.

Oracle FY 2Q26 Results: Strong Cloud Momentum Amid Heavy AI Infrastructure Investments

Tapan Patel, Devin Pratt, Dave McCarthy, Mickey North Rizza, Eric Newmark — Thu, 12 Feb 2026 05:00:00 GMT

This IDC Market Note provides a discussion of Oracle's FY 2Q26 earnings. Oracle reported total revenue of $16.1 billion (up 14% year over year [YoY]) and cloud revenue of $8.0 billion (up 34% in USD), with Oracle Cloud Infrastructure (OCI) revenue growing 68% (in USD) as demand for AI training capacity continued to outpace supply. Remaining performance obligations (RPOs) reached $523 billion (up 438% year over year), driven by large, long-duration AI infrastructure contracts that have not only locked in future demand but also necessitated a sharp increase in capital spending.

To support this backlog, Oracle raised its FY26 capital expenditure guidance to approximately $50 billion, resulting in negative free cash flow for the quarter and highlighting the rising execution risks associated with its massive infrastructure buildout. While the company saw continued momentum in its software business — with cloud database services growing 30% and steady adoption of multicloud and industry cloud offerings — the quarter's narrative was defined by the financial trade-off between securing a central role in the AI ecosystem and managing the significant capital intensity required to deliver on that ambition.