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Broadcom Extends VMware Private AI Cloud with Tanzu Platform AI-Ready Data Foundations and VMwareVCF AI Factory at VMware Explore 2026

Adam Reeves — Thu, 10 Sep 2026 04:00:00 GMT

On August 31, 2026, Broadcom expanded VMware Private AI Cloud with VMware AI Factory and new VMware Tanzu Platform AI-ready data foundations, agent governance enhancements, extending its private cloud platform-as-a-service (PaaS) stack to support agentic AI development and deployment. Broadcom also announced TrueSource by Broadcom, a new open source security portfolio. These updates mark continued progress toward Broadcom's VMware Private AI Cloud and reinforce a broader shift in developer enablement toward platform-mediated governance.

IDC's Worldwide Semiannual Cloud Software Development and IT Operations Tracker Taxonomy, 2026

Rasmus Andsbjerg, Matthew Flug — Thu, 10 Sep 2026 04:00:00 GMT

This IDC study outlines market segmentation and measurement methodologies for the Worldwide Semiannual Cloud Software Development and IT Operations Tracker, including software markets, company, geography, deployment type, and revenue metrics reported. It serves as the foundation for understanding the reported segments of the tracker and describes how these segments relate to IDC research in general.

"IDC's Worldwide Semiannual Cloud Software Development and IT Operations Tracker taxonomy represents a comprehensive outline of segments reported in the data product," said Matthew Flug, research manager, Intelligent Application Modernization and Deployment Platforms at IDC.

CrowdStrike Fal.Con 2026: AI Agent and OT Device Security Carry Consequences for Device Management Vendors and Buyers

Phil Hochmuth — Wed, 09 Sep 2026 04:00:00 GMT

This year's news from CrowdStrike's Fal.Con 2026 skewed, predictably, toward security operations (SecOps) and agentic AI — but the endpoint's expanding definition and role have direct implications for unified endpoint management (UEM), patch management, and IT operations strategy.

IDC MarketScape: Worldwide AI-Driven Business Cycle in the Media Industry 2026 Vendor Assessment

Alex Holtz — Wed, 09 Sep 2026 04:00:00 GMT

This IDC study assesses global vendors that enable AI-driven business cycle in the media industry, highlighting the shift from isolated AI features to an agentic orchestration layer spanning business operations, production, distribution, and monetization. The document details market trends, adoption trajectories, vendor strengths and challenges, and strategic recommendations, emphasizing that orchestration architecture, data governance, and outcome-based measurement are now central to competitive advantage and investment decisions for media organizations worldwide.

"In 2026, the media industry's competitive edge won't be defined by isolated AI features, but by the orchestration layer that unifies business operations, production, distribution, and monetization. The question is no longer which tool to buy, but which architecture to anchor your future on. Are you ready to compete at the speed of agentic intelligence?," asks Alex Holtz, research director for Media and Entertainment Digital Strategies at IDC.

IDC’s Worldwide Semiannual Engineering, Production, and Operations Cloud Services Tracker Taxonomy, 2026

Gabriele Roberti, Rasmus Andsbjerg — Wed, 09 Sep 2026 04:00:00 GMT

This IDC study outlines market segmentation and measurement methodologies for IDC’s Worldwide Semiannual Engineering, Production, and Operations Cloud Services Tracker Taxonomy, including software markets, companies, geography, deployment type, and revenue metrics reported. It serves as the foundation for understanding the reported segments of the tracker and describes how these segments relate to IDC research in general.

“IDC’s Worldwide Semiannual Engineering, Production, and Operations Cloud Services Tracker Taxonomy represents a comprehensive outline of the cloud software segments reported in the data product,” says Gabriele Roberti, director, IDC. “The tracker is a critical research tool to measure performance of market participants, review market opportunities, guide investment decisions, identify partners, analyze acquisitions, and much more.”

中国企业级通用Agent产品技术评估

Zhenya Sun — Wed, 09 Sep 2026 04:00:00 GMT

本次技术评估报告主要围绕企业级通用Agent的任务执行能力、运行机制和企业级生产能力展开。报告通过对中国市场主要产品开展统一环境实测，并结合产品问卷与现场演示，分析通用Agent的技术发展现状、产品差异与未来演进方向。本次评估重点考察任务表现、成本效率、交互体验、多智能体编排、记忆与工作空间、可观测、安全可控、工具与技能、生态与开放性九个维度，同时分析不同产品的技术路线、Agent Harness、系统连接、部署方式和企业级治理能力，为企业开展产品选型、试点验证和规模化部署提供参考，也为市场理解通用Agent进入企业生产环境所需的任务控制与运行支撑能力提供依据。

IDC研究经理孙振亚：通用Agent正在从单一的对话与内容生成工具，扩展为能够持续执行任务、调用多类工具并连接企业系统的任务入口。未来6—12个月，市场竞争将主要集中在企业级场景能力、复杂任务交付、企业系统连接和组织级治理方面。具备企业级场景交付、稳定任务状态管理、异常恢复、成本治理、组织协同及安全控制能力的产品，将更有机会进入企业核心工作流程，在企业级市场中占据领先地位。

市场份额：中国保险业IT解决方案市场份额，2025

Siri Si — Wed, 09 Sep 2026 04:00:00 GMT

本IDC研究分析了2025年中国保险业IT解决方案市场中领先供应商的市场份额。2025年，中国保险业在规模持续扩大的同时，正经历着深层次的结构性变革。技术环境上，AI正从效率工具升级为战略引擎，驱动行业全链条智能化重构；政策环境上，严监管与促发展并重，为行业高质量发展划定清晰边界；经营环境上，质效双升与结构分化并存，头部公司加速巩固优势、中小公司艰难转型。在这一背景下，中国保险业IT解决方案市场虽然短期承压，但是长期增长空间广阔，行业正从"信息化"迈向"数智化"的新阶段。

IDC金融洞察领域研究经理思二勋表示："2025—2026年是中国保险业数字化转型承前启后的关键周期。在行业从规模扩张向高质量发展转型的大背景下，叠加IFRS 17新准则全面落地、信创替代纵深推进、生成式AI规模化渗透三重刚性驱动，保险IT解决方案已从传统的后台业务支撑工具，升级为重塑经营效率、释放渠道价值、强化风控能力的核心生产要素。"

市场份额：中国智能企业内容与知识平台市场份额，1H26

Lizzie Li — Wed, 09 Sep 2026 04:00:00 GMT

本IDC研究分析了2026年上半年智能企业内容与知识平台市场中领先厂商的市场份额。

本报告主要研究中国智能企业内容与知识平台市场的市场规模及主要厂商情况，涵盖整体市场格局分析、厂商发展现状、市场发展趋势以及分析师洞察等内容。

IDC中国数据与分析团队助理研究总监李昭表示：”企业需求正由企业网盘、内容管理等单点产品采购，逐步转向覆盖内容管理、知识管理和AI应用的一体化平台建设。AI大模型的发展推动企业内容平台由’文件存储工具’升级为’知识资产基础设施’。内容统一管理平台、知识库、AI助手、智能体成为新的投资重点。同时，数据安全、国产化替代、跨境合规及行业数字化升级持续推动市场扩容，头部厂商凭借平台能力、AI集成能力和行业实践进一步提升竞争优势。”

市场份额：中国金融行业分布式事务型数据库市场份额，2025

Nan Wang — Wed, 09 Sep 2026 04:00:00 GMT

本IDC研究分析了2025年金融行业分布式事务型数据库市场领先厂商的市场份额。报告研究了中国金融行业分布式事务型数据库市场的市场规模及主要厂商情况，涵盖整体市场格局分析、厂商发展现状、市场发展趋势以及分析师洞察等内容。

IDC中国企业级软件研究领域研究经理王楠表示："2025年，中国金融行业分布式事务型数据库市场继续保持高速增长，核心系统迁移和本地部署需求成为主要增长动力，市场份额进一步向具备大型金融机构核心系统实践经验的头部厂商集中。"

Agentic Orchestration Fills the Chart: Media Networks Reach Maturity in Grocery Retail

Alex Holtz, Ornella Urso, Filippo Battaini, Margot Juros — Tue, 08 Sep 2026 04:00:00 GMT

This IDC Perspective examines how grocery retail media — the most mature, highest-revenue commerce media vertical IDC has studied — is confronting agentic AI shopping assistants that plan and build a shopper’s cart directly, ahead of the sponsored search inventory that the category has monetized for a decade. Confirmed, disclosed programs at Walmart Connect, Kroger Precision Marketing, Albertsons Media Collective, and Instacart’s Carrot Ads already generate billions of dollars a year through named DSP integrations and clean room infrastructure; Walmart’s Sparky, Amazon’s Alexa for Shopping, and Kroger’s Google Gemini–built assistant are the next front, arriving with no disclosed advertising layer built around them yet. This document details what is confirmed to exist, what remains an open question, and what operators, brand advertisers, agencies, and technology vendors need to do differently over the next 24 months.

“Agentic shopping assistants like Walmart’s Sparky and Amazon’s Alexa for Shopping are built to finish the purchase decision before a sponsored placement ever gets a chance to compete — the same upstream interception challenge we’re already watching AI concierges create in travel, arriving in the one vertical that has monetized shopping the longest,” says Alex Holtz, research director, Worldwide Media and Entertainment Digital Strategies, IDC.

“Grocery retail media didn’t just arrive first — it built the DSP integrations, clean rooms, and identity infrastructure that every other vertical is still trying to replicate. The next test isn’t scale; it’s whether this infrastructure can be extended to cover a cart an AI agent builds before a shopper ever sees a sponsored placement,” says Filippo Battaini, research manager, IDC Retail Insights.