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Cinven's Acquisition of Salsify: A Bet on a Retail Network Marketed as a Bet on Bots

Heather Hershey — Mon, 27 Jul 2026 04:00:00 GMT

IDC Directions Tokyo 2026：成長を導くAIインフラ－次の10年の競争力を左右するインフラ戦略とソブリンAI

Yukihisa Hode, Shinya Kato — Mon, 27 Jul 2026 04:00:00 GMT

本Conference Proceeding: Tech BuyerはIDC Japan、AI and Automationのシニアリサーチマネージャーである加藤慎也と同社Infrastructure, Imaging & Devicesのリサーチマーネジャーである宝出幸久による講演の内容をプレゼンテーションスライドと音声ファイルによって提供するものである。

In Defense of Open Models: Kimi K3, Distillation, and the Future of Intelligence

Arnal Dayaratna — Mon, 27 Jul 2026 04:00:00 GMT

What's Old Is New Again: An Emergent Blackboard Reintroduces Itself at Building Blackboard Together 2026

Matthew Leger — Sun, 26 Jul 2026 04:00:00 GMT

AMD Expands Its Physical AI Offerings with an Open Toolkit and a Direct Challenge to NVIDIA

Tom Mainelli — Fri, 24 Jul 2026 04:00:00 GMT

At its Advancing AI event in San Francisco, AMD announced a full set of physical artificial intelligence (AI) products under the Kria brand, aimed at companies building the next wave of robots. The launch pairs new silicon with a ready-to-use hardware module, a developer platform, a software suite, and a partner network of more than 30 companies. It is a serious bid to become a primary chip and software supplier for next-generation robotics, a market where NVIDIA has largely set the terms so far.

AT&T 2Q26 Results: Accelerating Growth, Record Convergence, and Capital Discipline

Jitesh Bhayani — Fri, 24 Jul 2026 04:00:00 GMT

AT&T reported second-quarter 2026 consolidated revenue of $31.6 billion, up 2.3% year over year (YoY); adjusted EPS of $0.65, up 20.4%; and adjusted EBITDA of $12.3 billion, up 5.2%, for an adjusted EBITDA margin of 39.1%. The company added more than 1 million Advanced Connectivity customers across fiber, fixed wireless, and postpaid phone in a record quarter for combined fiber and fixed wireless net adds and accelerated its planned 2026 share repurchases to approximately $10 billion.

IDC MarketScape: Worldwide AI-Enabled Financial Governance, Risk, and Compliance 2026 Vendor Assessment

Heather Herbst — Fri, 24 Jul 2026 04:00:00 GMT

This IDC study evaluates 11 leading vendors in the worldwide AI-enabled financial governance, risk, and compliance (FGRC) market for 2026, focusing on solutions relevant to the Office of the CFO. The assessment highlights the shift of FGRC from a compliance cost to a strategic capability, emphasizing platform breadth, automation maturity, and AI integration. It provides comparative insights into vendor strengths, challenges, and strategic fit, guiding CFOs in selecting platforms that align with evolving regulatory, risk, and business continuity needs.

"Financial governance, risk, and compliance has shifted from cost center to strategic advantage. CFOs who master FGRC technology will define the future of resilient finance." — Heather Herbst, research director, CFO Buyer Insights

Japan IT Security Products Shares, 2025: Identity and Access Management as the Key to the Security Products Market

Kotaro Saito, Mayumi Nishimura — Fri, 24 Jul 2026 04:00:00 GMT

This IDC study analyzes the state of the IT security products market in 2025. Based on revenue share and vendor trends, this study provides recommendations on actions that security vendors should take.

"The IT security market continues to grow, with many vendors increasing their revenues. However, growth rates vary, with some vendors experiencing significant growth while others remain at modest increases. In this continuously growing market, cross-domain product strategies, such as platformization and product integration, are becoming increasingly important," says Kotaro Saito, senior research analyst, Network & Security, IDC Japan.

This is the English translation of the Japanese document (IDC #JPJ53501926).

Market Share：国内ネットワーク機器市場シェア、2025年

Kenichi Kusano — Fri, 24 Jul 2026 04:00:00 GMT

本調査レポートは、イーサネットスイッチ、ルーター、企業向け無線LAN機器で構成される国内ネットワーク機器市場に関して、市場全体および製品分野／ユーザーセグメント別に、2025年のベンダーシェアとベンダー動向を分析している。2025年は、AI（Artificial Intelligence）データセンターにおけるイーサネットスイッチの高い需要が牽引役になり、大きな成長を達成した。また、データセンターだけではなく、企業の拠点ネットワークへの安定した投資や回復基調にある通信事業者のトランスポートネットワークにおける需要も、好調な要因である。

「ポストMythos時代に向け急速かつ根本的な変化を強く求められているユーザー企業を、ネットワーク機器ベンダーは支援しなくてはならない。ソフトウェアバージョンや適用しているパッチといったリソースの可視化や、容易な一括パッチ適用機能を、すべてのユーザーが利用できるようにすることが第一歩になる。その上で、シスコシステムズが発表しているLive Protectのような、恒久的なパッチを当てるまでのランタイムプロテクション機能などを、他社も検討すべきである」とIDC Japan、Network & Securityのシニアリサーチディレクターである草野賢一は述べている。

Rethinking Edge Strategy for the AI Era

Nikhil Batra — Fri, 24 Jul 2026 04:00:00 GMT

This IDC Market Perspective analyzes how the edge conversation is shifting from caching and acceleration to an integrated operating model where delivery, application protection, edge compute, and observability share policy, telemetry, and routing logic. Organizations are managing digital services across more regions, providers, and clouds while delivery, security, compute, and observability remain fragmented across separate tools and teams. The CDN-only model no longer addresses the full scope of edge requirements, particularly as AI-enabled services, real-time APIs, and data sovereignty mandates raise the bar on what the edge must carry, protect, and process.

“The edge is moving closer to the center of digital operations. For some organizations, the business case remains defensive, centered on resilience, security, compliance, and cost control. For others, it is moving toward offense, where the edge becomes a way to support AI-enabled experiences, richer media, faster application response, and new customer interaction models. Treating this as a CDN problem misses where the edge now sits in the digital business,” said Nikhil Batra, senior research director, telecom, IDC Asia/Pacific. “Organizations that treat these as one set of decisions, rather than stitching them together after the fact, will be better positioned for both resilience and growth.”