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HPE 3Q 2026 Results: Building Momentum Across the AI Infrastructure Stack

Matthew Eastwood — Thu, 03 Sep 2026 04:00:00 GMT

AI-RAN Moves from Pilot to Production

Ajeet Das — Wed, 02 Sep 2026 04:00:00 GMT

This IDC Market Note details how AI-RAN shifted from pilot projects to commercial deployment in 2026, with Ericsson and Nokia launching subscription AI-RAN platforms, the AI-RAN Alliance growing to 132 members, and Verizon extending agentic AI across 60,000 sites. It outlines the Alliance's four pillars (AI for RAN, AI on RAN, AI and RAN, and agentic AI), explains how AWS and Microsoft Azure position themselves as orchestration and monetization layers for shared RAN infrastructure, and discusses the ROI validation gap and the GPU versus baseband architecture debate hindering adoption. IDC recommends operators focus on validated, high-ROI use cases such as energy savings and massive MIMO tuning, delay second-wave applications such as computer vision, and consider hyperscaler and accelerator decisions as core infrastructure choices for upcoming budget cycles.

"AI-RAN has moved from lab pilot to a board-level budget line in a single quarter — the operators who win will be those who validate ROI and adopt an accelerator strategy first." — Ajeet Das, research director, Worldwide Telecom Network Infrastructure, IDC.

Dell 2Q27 Earnings: AI Orders Surge as Backlog Balloons

Matthew Eastwood — Wed, 02 Sep 2026 04:00:00 GMT

On September 1, 2026, Dell Technologies reported record 2Q27 results, with accelerating AI infrastructure investment, datacenter modernization, and commercial PC demand driving growth across the portfolio. Revenue reached $47.0 billion, up 58% year over year (YoY) and 7% sequentially, while non-GAAP operating income increased 160% to $5.9 billion, representing a 12.6% margin. Non-GAAP diluted EPS rose 203% to $7.04, and cash flow from operations totaled $2.2 billion. The results reinforce the breadth of the current infrastructure investment cycle, with strong performance extending beyond AI-optimized systems into traditional servers, storage, and commercial PCs.

HPC–AI Index 4Q25: Executive Summary

Madhumitha Sathish, Peter Rutten — Wed, 02 Sep 2026 04:00:00 GMT

The IDC Market Presentation presents data that is an excerpt from IDC's High-Performance Computing and Artificial Intelligence Infrastructure Index (HPC–AI Index). The presentation includes forecasts for the HPC and AI infrastructure markets from 2021 to 2030.

IDC MarketScape: Worldwide Datacenter Facilities Management Software 2026 Vendor Assessment

Luis Fernandes, Mary Johnston Turner — Wed, 02 Sep 2026 04:00:00 GMT

This IDC study leverages the IDC MarketScape methodology to evaluate several major datacenter facilities management software providers worldwide. IDC identified a plethora of significant players in this market and analyzed their current offerings as well as planned updates.

"Gaps in monitoring, automation, and orchestration constitute a major hindrance in today's management of datacenter facilities," according to Luis Fernandes, senior research manager, Cloud and Datacenter Research at IDC. "By choosing a best-in-class software solution to manage their datacenter facilities, IT and OT managers are effectively choosing a path of less resistance, with fewer instances of unforeseen incidents which, in turn, lead to overall better human resource management, reduced total cost of ownership, and less unplanned downtime."

IDC MarketScape: Worldwide Desktop Label Printers 2026 Vendor Assessment

Mitri Roufka, Tim Greene — Wed, 02 Sep 2026 04:00:00 GMT

This IDC MarketScape assesses the capabilities and strategies of 15 global vendors of desktop label printers. It also provides guidance to vendors and advice to companies considering the acquisition of such equipment, including the selection criteria they should consider and the vendors that fit their production printing needs best.

"Desktop label printers are evolving from simple output devices into critical infrastructure for digital traceability, compliance, logistics automation, and product branding across global industries. Future market leadership in desktop label printing will depend not only on hardware performance but also on vendors' ability to support evolving compliance, connectivity, automation, and customization requirements," says Mitri Roufka, program director, IDC Imaging, Printing, and Document Solutions team.

IDC Survey: Worldwide Commercial Devices, 2026 — On-Device AI

Linn Huang — Wed, 02 Sep 2026 04:00:00 GMT

This IDC Survey presents the results from the AI section of IDC’s June 2026 Worldwide Commercial Devices Survey. IDC fielded the survey to 1,824 IT decision-makers across 17 countries spanning all major geographies to understand their device procurement, usage, and future purchasing intentions. Findings include:

AI adoption is reaching the mainstream, but on-device AI still trails overall AI usage by a large gap.
Organizations know what they want from on-device AI: innovation and personalization.
Agentic AI has near-universal appeal, but most want to evolve workflows rather than rebuild them.
OpenClaw has potential to disrupt; equal parts exciting and terrifying.

Market Forecast: Worldwide Datacenter Colocation Services Forecast, 2026–2030

Olga Yashkova — Wed, 02 Sep 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the datacenter colocation services market and delivers insights into the drivers and inhibitors of growth. It quantifies colocation revenue by region through 2030 and captures how AI and power constraints are reshaping the market.

"The colocation market has moved past its growth-story phase into something closer to a supply crisis. AI workloads aren't just adding demand, they are redefining what a datacenter needs to be, from power density to cooling to interconnection. Providers that can secure power and execute fast are commanding real pricing power for the first time in over a decade. The ones still operating like traditional landlords will fall behind." — Olga Yashkova, research manager, Worldwide Telecommunications Services, IDC

Palo Alto Networks Sovereign Cortex with Deutsche Telekom: Elevating Sovereignty to a Design Principle with Verifiable Operational Accountability and Control

Archana Venkatraman — Wed, 02 Sep 2026 04:00:00 GMT

This IDC Market Note assesses Sovereign Cortex with T Security, the joint sovereignty offering launched by Palo Alto Networks and Deutsche Telekom in June 2026.

"Sovereign Cortex with T Security treats sovereignty as a design principle applied to five verifiable controls, including telemetry, rather than a compliance layer. Palo Alto Networks and Deutsche Telekom's approach with regulated, critical infrastructure customers first is a more durable strategy to make sovereignty practical and outcome-oriented," said Archana Venkatraman, senior research director, IT operations research, IDC.

中國半導體IC設計市場占有率, 2025

Helen Chiang — Wed, 02 Sep 2026 04:00:00 GMT

IDC亞太半導體研究負責人Helen Chiang表示："儘管2025年因AI資料中心排擠產能，導致零組件價格上漲而消費需求承受壓力，但在企業與政府AI運算需求及持續的國產替代帶動下，中國整體市場仍維持成長動能。"