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Market Analysis Perspective: Worldwide Cloud Data Logistics and Protection, 2025

Johnny Yu, Ryan Caskey — Tue, 16 Dec 2025 05:00:00 GMT

This IDC Market Analysis Perspective (MAP) provides insight into the current and future states of the worldwide cloud data logistics and protection market for 2025. It includes an overview of the current market landscape, technology buyer perspective, a market outlook, and IDC's advice for technology suppliers in this market.

Worldwide Memory Market Shares, 3Q25 Update

Soo Kyoum Kim — Tue, 16 Dec 2025 05:00:00 GMT

This IDC Pivot Table provides the CY 3Q25 DRAM and NAND vendor share results. The Pivot Table includes:

Worldwide DRAM revenue share by vendor, 3Q25 and 2Q25
Worldwide NAND revenue share by vendor, 3Q25 and 2Q25
Worldwide DRAM revenue share by vendor, 2025 and 2024
Worldwide NAND revenue share by vendor, 2025 and 2024
Worldwide Memory Revenue by Vendor, 1Q16–3Q25 and 2016–2025

Worldwide Server Microprocessor Vendor, Architecture, Channel, Socket, and System Category — Market Shares and Forecast, 3Q25

Brandon Hoff — Tue, 16 Dec 2025 05:00:00 GMT

This IDC Pivot Table examines the performance of the server microprocessor market through several market views. For the period 1Q16 through 3Q25, unit shipments and revenue by vendors are included, as well as unit shipments by processor architecture, channel to customer, socket design capability, and system category. The "Server Microprocessors Tables" tab of the accompanying pivot table includes a forecast of unit shipments by processor architecture, channel to customer, socket design capability, and system category.

A server microprocessor (MPU) is designed with the intent to be used in a computing system expressly built, marketed, and sold as a server. However, while server microprocessors are most often used in servers, they may also be used in workstations, storage systems, networking systems, and embedded systems.

Companies Covered: Tianjin Phytium Information Technology Co. Ltd., IBM, Oracle Corporation, Advanced Micro Devices Inc., Amazon Web Services Inc., Intel Corporation, Marvell Technology Group Ltd., Cavium Inc., Fujitsu Limited, HiSilicon Technologies Co. Ltd., Ampere Computing LLC, and NVIDIA.

Worldwide Solid State Drive Forecast Pivot Update, 2025–2029

Jeff Janukowicz — Tue, 16 Dec 2025 05:00:00 GMT

This IDC Pivot Table presents solid state drive (SSD) shipments in terms of units, terabytes (TB), and revenue, including actual data for 2024 and forecast shipments for 2025–2029. The data is provided by market segment, interface, technology, and capacity point.

Agentforce and Data 360, Salesforce's "Momentum Drivers"

Adam Reeves — Mon, 15 Dec 2025 05:00:00 GMT

Following up on Dreamforce, held in October, which was very focused on Agentforce, on December 3, 2025, Salesforce announced results for its third quarter fiscal 2026 ended October 31, 2025. The company reported $10.3 billion in total revenue ($9.7 billion from subscription and support, excluding professional services and other) and announced it was raising its full-year revenue guidance from $41.45 billion to $41.55 billion. During the call, Marc Benioff, chair and CEO, noted that "Agentforce and Data 360 products are the momentum drivers."

Datacenter Liquid Cooling Survey Spotlight

Olga Yashkova — Mon, 15 Dec 2025 05:00:00 GMT

This IDC Survey Spotlight explores the current cooling technologies and the reasons for liquid cooling adoption by IT organizations in their on-premises datacenters. It includes data from IDC's May 2025 Enterprise Infrastructure Pulse Survey, Wave 1, which surveyed IT decision-makers and influencers from organizations that are either using or evaluating on-premises compute infrastructure for their IT needs.

Datacenter Power Survey Spotlight

Olga Yashkova — Mon, 15 Dec 2025 05:00:00 GMT

This IDC Survey Spotlight explores the challenges, limitations, and bottlenecks IT organizations face in their on-premises compute environments related to datacenter power. It includes data from IDC's May 2025 Enterprise Infrastructure Pulse Survey, Wave 1, which surveyed IT decision-makers and influencers from organizations that are either using or evaluating on-premises compute infrastructure for their IT needs.

Does Network Application Portability and Business Agility Provide Key Impetus for Container-as-a-Service Deployments?

Ajeet Das — Mon, 15 Dec 2025 05:00:00 GMT

This IDC Survey Spotlight presents the telco's deployment strategy for container-as-a-service (CaaS) implementation of the network functions. It contains data from IDC's May 2025 Telecom DX Survey, based on the responses from 130 telco operators worldwide.

"Telcos are taking a pragmatic, rather than purist, approach to containerization. The preference for a mixed strategy underscores the reality that high-performance workloads, particularly at the edge, still require a flexible approach that often involves containers running on a virtualized layer. This duality is essential for balancing security and efficiency while navigating the persistent challenges of edge security and deployment complexity." — Ajeet Das, research director, Telecom Infrastructure, IDC

Does the Need to Upgrade Outdated Enterprise Connections Create a Compelling Opportunity for Fiber Deployment?

Ajeet Das — Mon, 15 Dec 2025 05:00:00 GMT

This IDC Survey Spotlight presents the enterprise corporate wide area network (WAN) connectivity strategy to address the growing need of bandwidth requirements between the business sites. It contains data from IDC's August 2025 Future Enterprise Connectivity Infrastructure and Services Survey, based on the response from 758 enterprise worldwide.

"The continued reliance on older, nonfiber solutions is rapidly becoming an existential liability for enterprises. Legacy technologies simply cannot sustain modern business demands, such as AI workloads, videoconferencing, and cloud migration. Fiber offers a compelling value proposition of superior scalability and reliability, which makes the transition an inevitable necessity, not a luxury. Deploying fiber now future proofs the physical infrastructure for multigigabit services." — Ajeet Das, research director, Telecom Infrastructure, IDC

IDC's U.S. Consumer PCD Survey, 2025 — AI PC Results

Linn Huang — Mon, 15 Dec 2025 05:00:00 GMT

This IDC Survey provides results from our latest U.S. Consumer PCD Survey. This document covers the section on AI PCs. As expected, AI developers and power users are further ahead in the adoption cycle, while AI skeptics and dissenters are further back. Early adopters of AI PCs are majority made up of younger users, gamers, and content creators.