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Octave OnTour Live 2026: Re-Architecting for the Industrial AI Future

Jonathan Lang — Thu, 12 Nov 2026 05:00:00 GMT

After the software spin-off from Hexagon AB earlier this year, Octave convened its global community to articulate the company's strategic direction across a series of in-person events. Success in the market will depend on Octave's ability to execute an ambitious modernization in support of key use cases across the asset lifecycle.

A Mercurial Friend: How Agentic Model Routing Can Help or Hurt Frontier AI Labs

Daeil Chun, Alessandro Perilli — Wed, 11 Nov 2026 05:00:00 GMT

This IDC Market Perspective examines agentic AI as a double-edged sword for frontier AI labs. Agentic AI drives inference demand, but its model routing and orchestration also open the door to open-weight models in hybrid architectures. Using recent IDC survey data, the document explores the forces pulling enterprise model strategy in both directions and offers advice for frontier AI labs on how to respond.

"Agentic AI is a friend to frontier AI labs, but a mercurial one. It can multiply inference demand for foundation models but can also make it easy to swap in open-weight models in hybrid architectures. But then the same hybrid architecture can also increase the use of commercial models by routing high reasoning tasks to more powerful models. Labs that compete across the hybrid architecture, rather than against it, will win the work that matters most as agentic AI matures." — Daeil Chun, senior research manager, AI Research, IDC

AMD's 3Q26 Results: Datacenter Revenue Reaches a Record as Venice and Helios Begin to Ship

Jeff Janukowicz — Mon, 09 Nov 2026 05:00:00 GMT

On November 3, 2026, AMD reported 3Q26 financial results. Revenue reached a record $13.377 billion, up 45% year over year and 16% sequentially, exceeding the high end of guidance. Datacenter revenue was $8.546 billion, up 97% year over year and 27% sequentially, accounting for 64% of total revenue compared with 47% a year ago. Non-GAAP gross margin was 56%, up 190 basis points year over year. GAAP EPS was $1.46, reduced by a $1.097 billion noncash charge related to the change in fair value of customer warrant liabilities.

Oracle Commits to a Multi-Silicon Cloud at AI World 2026

Rob Tiffany — Sat, 07 Nov 2026 05:00:00 GMT

Oracle's announcements at AI World 2026 signal that OCI intends to compete as a multi-silicon AI cloud, letting buyers match training, inference, and agent-orchestration workloads to different chips without changing cloud providers. OCI currently offers multiple generations of NVIDIA and AMD GPUs, CPUs from NVIDIA, AMD, Intel, and Arm, while Google TPUs and Cerebras systems arrive in 2027 and SambaNova offerings have yet to launch.

Fastly Xcelerate 2026: The Edge Becomes the Control Point for AI Traffic

Ghassan Abdo, Jitesh Bhayani — Fri, 06 Nov 2026 05:00:00 GMT

This IDC Market Note analyzes the announcements and customer proof points from Fastly's Xcelerate 2026 event, held on October 14 in New York City. It covers the Fastly for AI portfolio; the case for governing agent-driven traffic at the edge, edge AI, and bot management; Fastly's internal agent program; and the Comcast and Jio carrier partnerships and advises buyers on how to separate shipped capabilities from road map items.

"Fastly is making the case that as machines generate more of the internet's traffic, the edge becomes the place where that traffic is governed, not just accelerated," said Ghassan Abdo, research vice president, Worldwide Telecom at IDC. "Buyers should separate what Fastly has shipped from what is planned, and test how their own controls behave when most requests come from agents."

"The Comcast and Jio partnerships show that carriers are becoming part of the control layer for AI traffic," said Jitesh Bhayani, vice president, Worldwide Telecom Services at IDC. "Placing delivery and security capacity at the access edge helps operators and their enterprise customers handle machine-generated demand, but how these footprints are operated and priced will determine whether the model is repeatable across the telecom ecosystem."

Growth Alert — Large Format DTF Printers

Tim Greene — Fri, 06 Nov 2026 05:00:00 GMT

This IDC Market Note highlights some of the developments in the large format DTF printer market. It also identifies some of the major suppliers, channels, and the impact that the emergence of DTF printers has had on the DTG printer market.

IBM Quantum, ORNL, and AMD Introduce a Codesigned Platform for Quantum Error Correction

Heather West, PhD, Brent Ellis — Fri, 06 Nov 2026 05:00:00 GMT

IBM Quantum, ORNL, and AMD are advancing research into one of the less visible challenges on the path to fault-tolerant quantum computing: the classical computing infrastructure required to support quantum error correction (QEC). Because decoding performance, processing latency, and hardware-software codesign requirements will vary across qubit modalities and error correction approaches, classical computing suppliers have an opportunity to shape the architectures underpinning future quantum systems. The longer-term question is whether these capabilities can be standardized across modalities or will require distinct quantum-classical architectures.

IDC Survey Spotlight: Where Will Sustainability Take a Bigger Share of Services Budget?

Dan Versace — Fri, 06 Nov 2026 05:00:00 GMT

In this Survey Spotlight, IDC examines how much of their professional services spending organizations put toward sustainability today and how they expect that share to change over the next two years across industries. Sustainability's share of services budgets is set to grow in every industry group, with regulated and data-intensive sectors planning the steepest increases. Asset-heavy industries start with the highest share but plan for slower growth, which IDC did not expect given their direct exposure to emissions. Budget growth follows disclosure and data obligations more closely than emissions intensity, so providers should focus coverage on finance, government, and healthcare accounts with reporting, assurance, and data offerings.

IDC Survey Spotlight: Who's Keeping a Home Landline Phone and Why?

Daniela Rao — Fri, 06 Nov 2026 05:00:00 GMT

This IDC Survey Spotlight provides insight into consumers' usage and perspectives on their home landline service. The results are based on IDC's Consumer Communications and Mobile Services Survey, September 2026.

"Home phone retention and replacement intentions differ considerably across age groups. While older landline customers overwhelmingly intend to retain their service, younger customers show greater interest in VoIP and app-based alternatives than in mobile-only replacement. For service providers, this creates an opportunity to evaluate how home voice offerings can evolve alongside broadband and mobile services while preserving the value of existing customer relationships," said Daniela Rao, senior research and consulting director, Worldwide Telecom and Unified Communications, IDC.

IDC Survey: AI Tech Trends Survey 2026, Canada — AI Factories and Neoclouds

Nigel Wallis — Fri, 06 Nov 2026 05:00:00 GMT

This IDC Survey draws on IDC's 2026 AI Tech Trends Survey, a worldwide survey of 2,453 organizations fielded in July 2026, and isolates the Canadian subsample of 150 respondents for comparison against the worldwide total on every question in scope. Each chart in this presentation presents the Canadian result alongside the worldwide figure so readers can see where Canada is tracking the world and where it is diverging.

The analysis covers:

AI factory adoption stage: how far Canadian organizations have progressed from no significant AI factory activity to full production deployment
AI factory deployment model: hybrid, on-premises, and cloud infrastructure choices for AI factories
AI factory provider selection: which vendors Canadian organizations name as their leading AI factory provider
Neocloud adoption funnel: current use, near-term plans, and evaluation activity for neocloud (specialized cloud, GPU-as-a-service) providers
Neocloud drivers: what pulls Canadian organizations toward neocloud services relative to the worldwide sample
Neocloud provider requirements: how much a bundled, unified AI platform matters alongside raw GPU capacity
Neocloud workload commitment: how much AI workload Canadian organizations plan to run on neocloud capacity by the end of 2026

AI factory adoption in Canada is entering a phase where scaling from limited production to broad deployment matters more than the initial evaluation decision. Canadian organizations already diverge from the worldwide pattern on deployment model and provider selection, favoring hybrid infrastructure and naming NVIDIA as their lead provider more often.

Neocloud demand follows the same split. Canadian organizations cite lower cost more often than the world does, rate a unified AI platform as important at the same rate (about 7 in 10), and plan to keep their 2026 neocloud workloads at modest levels.