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Datacenter Infrastructure, System and Component Supply, and Leadtime Update: September 2026

Tue, 06 Oct 2026 04:00:00 GMT

This IDC Presentation provides a supply situation and leadtime 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.

Fit Over Formula: Rethinking Implementation Strategy for Sustainability Software

Amy Cravens — Tue, 06 Oct 2026 04:00:00 GMT

This IDC Perspective analyzes results from IDC’s 2026 Sustainability Software Survey of 8,663 use case–level observations and 816 respondents ) to assess how the implementation model affects outcomes and satisfaction. Data shows that organizational readiness, integration depth, and training investment are stronger predictors of outcomes than the implementation model (vendor-led, self-implemented, or partner-/consultant-led) chosen. The document presents four data-driven patterns on winning deployment models and provides guidance for evaluation, budgeting, and internal readiness based on these findings.

“There is no universally best way to implement sustainability software. The real risk is a half-finished integration, which IDC data shows directly impacts satisfaction and value extraction. Buyers should match implementation to their readiness and commit fully to integration and training,” says Amy Cravens, research manager on sustainability and ESG software, IDC.

IDC Survey: 2026 Worldwide Consumer Devices — User Personas

Linn Huang — Tue, 06 Oct 2026 04:00:00 GMT

This IDC Survey presents the results from the computer section of the survey cut by user persona. IDC fielded a survey to 6,383 consumers across 16 countries spanning all major geographies in August 2026 to understand their device ownership, usage, and future purchasing intentions. Highlights include:

Power users are a large, high-value, demographically distinct segment, not a fringe niche.
Power users are meaningfully more price inelastic and resilient to the memory-driven price hikes.
Power users are the leading indicator for every emerging product category tested.
The two segments buy on entirely different criteria, so a single value proposition won’t work.

IDC Survey: U.S. AI MFP Survey Results — Customer Perception of AI MFP Value Proposition

Robert Palmer — Tue, 06 Oct 2026 04:00:00 GMT

This IDC Survey examines the results of IDC’s 2026 U.S. AI MFP Survey — Customer Perception of AI MFP Value Proposition. IDC conducted a U.S.–based survey of business decision-makers to assess the factors that shape how organizations evaluate the value of AI-enabled multifunction printers (MFPs).

A central component of this study is a MaxDiff (Maximum Difference Scaling) analysis, which quantifies the relative importance of MFP features and identifies the trade-offs organizations make when prioritizing device capabilities.

The survey explores preferences across areas such as AI capabilities, reliability, serviceability, security, cost, software ecosystems, and user experience. It also examines preference share modeling and buyer segmentation to better understand how priorities vary across different customer groups in the U.S. MFP market.

IDC Survey: Enterprise Infrastructure Pulse, 2026 — Compute Executive Summary (Part 2)

Chris Drake — Mon, 05 Oct 2026 04:00:00 GMT

This IDC Survey analyzes the challenges, limitations, and resource bottlenecks IT buyers face within their on-premises compute environments, including CPU and memory constraints and the challenges associated with powering and cooling IT equipment. It also explores server refresh and upgrade strategies, and enterprise strategies in relation to server security, SmartNICs, and liquid cooling. The report draws on insights from IDC’s 2026 Enterprise Infrastructure Pulse — Compute questionnaire, which surveyed a worldwide sample of more than 870 IT decision-makers and influencers from organizations currently using or evaluating on-premises compute infrastructure for their IT infrastructure requirements.

“Within on-premises compute environments, the leading challenges related to memory, CPUs, power, and cooling are primarily financial and logistical, characterized by concerns about rising costs and supply constraints rather than technology limitations. Meanwhile, 88% of organizations refresh or upgrade their server platforms at least every four years, and 18% do so within two years. Server refresh and upgrade cycles reflect the rapid adoption of AI and high-performance workloads requiring massive computational power that older hardware cannot support efficiently,” said Chris Drake, senior research director, Compute Infrastructure and Service Provider Trends at IDC. “Almost two-thirds of organizations use liquid cooling or plan to deploy it within a year. The case for deploying liquid cooling is strongest where high-density compute deployments are involved, and where reliability and energy savings are key adoption drivers. Despite this, the cost of deploying new liquid cooling technologies remains a key barrier.”

Avalara CRUSH 2026: Moving Tax Automation Toward Agentic Compliance

Kevin Permenter — Fri, 02 Oct 2026 04:00:00 GMT

On September 22–24, Avalara hosted CRUSH 2026 in Fort Lauderdale, Florida, with agentic AI as the central theme. Avalara introduced Avalara Aviator, an agent hub for tax and compliance, and made Versori by Avalara, an agentic integration fabric, available. IDC views Aviator as a credible step toward governed orchestration of compliance work, but its value will depend on measurable results once it is generally available and on how it is packaged and priced after the initial no-additional-cost period.

Worldwide Quarterly ODM and Direct Infrastructure Market Update, 2Q26

Leon Kao — Fri, 02 Oct 2026 04:00:00 GMT

This IDC Market Presentation provides an overview of the development of the global ODM-to-OEM and ODM-Direct infrastructure market for the second quarter of 2026.

AMD Validates the Importance of World Models for Physical AI With the Acquisition of World Labs

Dan Everett — Thu, 01 Oct 2026 04:00:00 GMT

AMD's $8.2 billion all-stock acquisition of World Labs, about 64% above the $5 billion valuation reported for the company's February funding round, is a bet that physical AI is the next growth cycle and that spatial intelligence and world models are what make it work. Physical AI systems have to predict how physical objects move and what their actions will cause, and AMD is paying a premium to get a leading world model company and research team to address this need.

AMD's $8.2 Billion World Labs Deal Is a Bet That Model Research Belongs Inside the Company's Hardware Road Map

Jeff Janukowicz, Brent Ellis — Thu, 01 Oct 2026 04:00:00 GMT

AMD announced a definitive agreement on September 28, 2026, to acquire World Labs, the spatial intelligence lab led by Dr. Fei-Fei Li, in an all-stock deal valued at about $8.2 billion and expected to close by the end of 2026, with Li joining as executive vice president and chief scientist reporting to Lisa Su. IDC believes the deal deepens AMD's open AI ecosystem and extends the company's shift from component supplier toward a full-stack AI infrastructure provider, with the main payoff being closer ties between leading-edge model research and systems and silicon design, so AMD can build emerging workload needs into its hardware, software, and systems road maps sooner.

Acumatica 2026 R2: Intelligence for the Midmarket with Embedded AI

Mickey North Rizza — Thu, 01 Oct 2026 04:00:00 GMT

Acumatica released R2 2026 today. The new GA product release brings Acumatica to the AI levels of many of its peers. While these AI updates may appear late, Acumatica clients find this new AI journey well timed, as told to IDC earlier this year. Many organizations, while trying AI, are leery of it and would prefer to walk before they run. With this next release, Acumatica is enabling its clients to do more at their own pace and with greater confidence.