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America's Great Corridors of Commerce (AGCC) and the path forward for telco colocationAmerica's Great Corridors of Commerce (AGCC) and the Path Forward for Telco Colocation

Olga Yashkova — Wed, 16 Sep 2026 04:00:00 GMT

The U.S. Department of Transportation (DOT) has launched America's Great Corridors of Commerce (AGCC), the first operational attempt to turn highways and railroads into shared utility corridors, with telecom colocation sitting directly in its path. With DOT set to designate up to five pilot corridors in the program's first year, and a separate mandatory-access bill for railroad crossings advancing in Congress, the rules governing telco access to these corridors are still being written, giving providers a rare window to help shape them.

IDC MarketScape: 中国人工智能就绪的数据存储基础设施2026年厂商评估

Yunxu Yang, William Zhang — Wed, 16 Sep 2026 04:00:00 GMT

本次IDC研究聚焦于中国提供AI-RDSI产品或解决方案的厂商，IDC针对入选的技术提供商的解决方案能力以及战略进行评估，主要标准包括产品服务内容与组合、市场化能力和商业化能力三个部分。各维度根据市场情况划分为多个细分标准，并配以不同的权重，从而形成IDC MarketScape综合评分体系。通过IDC分析师针对厂商和最终用户的深入访谈，集中分析并确定各AI-RDSI产品/解决方案提供商在IDC MarketScape中的相对位置，并探讨供应商的特点和战略，总结发展趋势，为CIO们选型AI-RDSI产品/解决方案时提供参考。

“AI负载带来特有挑战，AI训练、推理所需硬件架构区别于传统业务；模型训练存在短时、爆发式高资源消耗特征；海量数据高速传输的网络能力，同样是保障AI工作负载高效运行的关键。同时，支撑AI应用训练与运行的基础设施重要性持续提升，且未来数年基础设施支出将成为AI总投入的主体，因此成本优化至关重要。技术提供商需充分掌握各类新兴技术的能力特性，并搭建一套合理且丰富的架构方案，充分发挥适配人工智能基础设施投资的商业价值，同时协助技术买家优化成本、性能与安全水平，使技术买家能够灵活选用多种AI就绪的数据基础设施部署方式与运营模式。”——杨昀煦，IDC中国企业级存储基础设施研究经理

Worldwide Memory Market Shares, 2Q26 Update

Soo Kyoum Kim — Wed, 16 Sep 2026 04:00:00 GMT

This IDC Pivot Table provides the CY 2Q26 DRAM and NAND vendor share results. The Pivot Table includes:

Worldwide DRAM revenue share by vendor, 2Q26 and 1Q26
Worldwide NAND revenue share by vendor, 2Q26 and 1Q26
Worldwide DRAM revenue share by vendor, 2026 and 2025
Worldwide NAND revenue share by vendor, 2026 and 2025
Worldwide memory revenue by vendor, 1Q16–2Q26 and 2016–2026

Worldwide Mobile Phone, Tablet, and PC Processor Market Shares, 1Q26

Phil Solis — Wed, 16 Sep 2026 04:00:00 GMT

This IDC Pivot Table data allows for comparison of the performance of the mobile phone application processor, media tablet application processor, and PC microprocessor markets and a view of processor vendors across all primary client devices.

The following data is provided quarterly starting from 1Q16:

Market size in units
Vendor shares in units
Market size in revenue
Vendor shares in revenue

Segments include:

Discrete application processor — mobile phone
Integrated baseband processor — mobile phone
Tablet application processor — media tablet (non-PC)
PC microprocessor — desktop PC
PC microprocessor — mobile PC

Apple's New Watch and AirPods: The Biggest Changes Are on the Inside

Ramon T. Llamas — Tue, 15 Sep 2026 04:00:00 GMT

On September 12, Apple revealed its new Watch Series 12, Watch Ultra 4, and AirPods 5. Externally, none of the three devices looks different from the models they replace. Internally, Apple made its biggest investment yet in health sensing and a new Audio Intelligence feature set for Apple Watch, while AirPods 5 largely inherits acoustic hardware and software that debuted a generation earlier on AirPods Pro. These will keep Apple in good stead against the rising competition, serving as the go-to wearables for Apple enthusiasts.

IDC Market Glance: AI Infrastructure Ecosystem, 2026

Mary Johnston Turner — Tue, 15 Sep 2026 04:00:00 GMT

This IDC Market Glance presents a current-state view of the worldwide AI infrastructure ecosystem spanning the infrastructure hardware, software, components and services vendors that enable AI workloads for model training, inference, and agentic workflows. The ecosystem is organized into five segments: AI Cloud Services, Non-Cloud Service Providers, Core AI Infrastructure Providers, AI Infrastructure Software, and AI-Ready Components. Each segment is further divided into sub-segments that group the representative vendors competing and collaborating to support hyperscalers, specialized clouds, enterprise buyers, and other service providers.

As AI workloads move into production at scale, infrastructure represents one of the largest cost elements underpinning AI ROI and total cost of ownership (TCO) analysis. Enterprise buyers increasingly expect to rely on a broad ecosystem of interoperable on-premises and public cloud infrastructure solutions supported by open standards and agentic AI operational controls.

Market Analysis Perspective: Worldwide Enterprise Network Consulting and Integration Services, 2026

Leslie Rosenberg — Tue, 15 Sep 2026 04:00:00 GMT

This IDC Market Analysis Perspective provides insight into the current and future state of the worldwide enterprise network consulting and integration services (NCIS) market. It includes an overview of the current market landscape, a technology buyer perspective, a market outlook, and IDC's advice for technology suppliers/service providers.

"The enterprise network will continue to rise in importance as high-speed, low-latency performance becomes a requirement for success in the agentic AI era. These demands, coupled with increased network complexity and skill scarcity, require that organizations leverage resources from their NCIS partners to accelerate successful network initiatives," said Leslie Rosenberg, research vice president, Network Life-Cycle and Infrastructure Services at IDC.

Market Forecast: Worldwide and U.S. Managed Print and Document Services and Basic Print Services Forecast, 2026–2030

Robert Palmer — Tue, 15 Sep 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the managed print and document services and basic print services market and delivers insights into the drivers and inhibitors of growth.

"Ongoing economic and geopolitical uncertainty continues to weigh on IT budgets and dampen growth across the managed print and document services market. Yet this same pressure is pushing businesses to modernize print environments, adopt AI-driven capabilities, and embrace the emerging AI MFP. These investments will help stabilize the market as organizations balance cost discipline with long-term efficiency gains." — Robert Palmer, research vice president, Imaging, Printing, and Document Solutions, IDC

Telcos Are Quietly Becoming Edge AI's Default Channel with Salam-Dell MOU as the Latest Proof

Olga Yashkova — Tue, 15 Sep 2026 04:00:00 GMT

Etihad Salam Telecom Company (Salam) and Dell Technologies signed a memorandum of understanding (MOU) at LEAP 2026 to bring Dell's edge AI and cloud infrastructure into Salam's enterprise and government portfolio on a consumption-based model, an instance of a broader global pattern IDC has tracked across Europe, North America, and Asia/Pacific over the past 18 months, in which national and regional telcos are becoming the default delivery channel for enterprise edge AI ahead of hardware OEMs and hyperscalers selling direct, wherever they combine local infrastructure, an established billing relationship, and a data residency–compliant regulatory license. IDC expects telco-vendor bundling to continue accelerating over the next 12–24 months because data sovereignty requirements and consumption-based economics make telco-delivered edge AI a credible alternative to direct hyperscaler or OEM contracts and the default global edge AI go-to-market motion through 2027.

Broadcom Consolidates Its AI Portfolio Under VMware Private AI Cloud

Matthew Flug — Mon, 14 Sep 2026 04:00:00 GMT

Broadcom's announcements at VMware Explore 2026 center on consolidating the company's AI portfolio under a single Private AI Cloud banner. The company intends to move what agentic workloads require in production, including agent containment, credential isolation, and gateway-level governance, from custom engineering to VMware Cloud Foundation (VCF) platform services, positioning the private cloud as a viable destination for AI workloads.