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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.

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

Phil Hochmuth — Tue, 08 Sep 2026 04:00:00 GMT

Market Share: Worldwide Payroll Management Applications Shares, 2025

Zachary Chertok — Tue, 08 Sep 2026 04:00:00 GMT

"In 2025, payroll became a frontier for AI innovation as the segment shifted from legacy, period-end batch processing toward autonomous, real-time payroll systems that enable instant pay access, continuous and "always on" compliance, and error-free transparency. AI-native advancements are changing the characteristics of traditional stickiness in the payroll market." — Zachary Chertok, senior research manager, HCM Applications and Agents, IDC

Motivair by Schneider Electric Analyst Event: Engineering Liquid Cooling and Power for the AI Factory Era

Andrew Buss, Luis Fernandes — Tue, 08 Sep 2026 04:00:00 GMT

This IDC Market Note covers Motivair by Schneider Electric’s analyst event, held July 15 and 16, 2026, in Buffalo, New York, where the company laid out its liquid cooling, 800Vdc power, reference design, and modular datacenter road map for AI factory infrastructure, alongside new metrics for measuring AI efficiency and a deployment case study.

“As AI factories replace traditional datacenters, the winners will not be solely decided by megawatts secured, but by how fast and reliably that power can be turned into usable, AI-ready capacity,” said Luis Fernandes, senior research manager, IDC.

The Agentic Evolution of Enterprise Applications — September 2026 Update

Tue, 08 Sep 2026 04:00:00 GMT

This IDC Market Presentation illustrates how agentic AI is set to transform enterprise applications over the next 10 years, in terms of how they are designed, delivered, and engaged with by users. The included framework visually depicts the steps and phases through which applications will evolve, along with the expected timing and distributed level of adoption associated with each stage of the journey.

The presentation also breaks down the overall market and shows detail at the individual market level for 18 enterprise applications, including Advertising, Contact Center, Customer Analytics, Customer Service, Digital Commerce, EAM/ALM, Employee Experience, Engineering/R&D, Enterprise Collaboration, ERP, Financials, HCM, Marketing, Procurement, PSA, Salesforce Performance & Productivity, and SCM.

Further, this report projects how application pricing models will evolve by agentic phase, by application market, and across applications as a whole.

市场份额：中国本地部署事务型数据库市场份额，2025

Nan Wang — Tue, 08 Sep 2026 04:00:00 GMT

IDC中国企业级软件研究领域研究经理王楠表示："2025年中国本地部署事务型数据库市场实现13.2%的同比增长，市场格局出现标志性转折，国产厂商登上市场份额首位，本土数据库正在从数据库国产化替代的受益者转变为市场增长的主要驱动力。"

IDC Survey: SAP Infrastructure View 2026 — Executive Summary Part 3: SAP Infrastructure Dedicated (On-Premises, Managed Service Provider, and Colocation) Environment Trends

Max Pepper — Mon, 07 Sep 2026 04:00:00 GMT

This IDC Survey is the third part of the executive summary of IDC’s 2026 SAP Infrastructure BuyerView Survey findings. It examines why and how organizations are running SAP compute and storage in dedicated environments like on premises through managed services providers and colocations. It also looks at deployment costs for servers and storage, including CAPEX and OPEX costs and explores the architecture and hardware choices shaping SAP-certified server installations and SAP storage systems. Finally, it looks at the factors that influence which server and storage vendors organizations choose and why they might consider changing vendors.

IDC Survey: SAP Infrastructure View 2026- Executive Summary Pt 2: SAP Public Cloud Trends

Max Pepper — Mon, 07 Sep 2026 04:00:00 GMT

This IDC Survey is the second part of the executive summary of IDC’s 2026 SAP Infrastructure View survey findings. It examines how organizations are approaching the migration of SAP workloads to IaaS, including the pace of that shift and the role programs like RISE with SAP and GROW with SAP (now GROW) play in supporting it. The survey also explores how AI integration is growing and beginning to influence migration decisions, how compute and storage spending are trending, and the key factors that shape organizations’ decisions around choosing an IaaS provider.

Market Forecast：国内クラウド管理型ネットワークソリューション市場予測、2026年～2030年

Kenichi Kusano — Mon, 07 Sep 2026 04:00:00 GMT

本調査レポートでは、国内クラウド管理型ネットワークソリューション市場を対象に、今後5年間の市場規模を予測するとともに、成長要因および阻害要因を分析する。国内クラウド管理型ネットワークソリューション市場は、企業ネットワークの運用管理における主要技術の一つとして成長を続けている。AI（Artificial Intelligence）を活用した運用管理でクラウド管理型がリードしていることや、ネットワーク製品価格の上昇も追い風になっている。

「従来型のネットワーク構築や運用から脱却し、クラウドプラットフォームやクラウドエクスペリエンスを取り入れたモダナイゼーションは、企業が取り組むべき課題の一つである。クラウド管理型ネットワークソリューションベンダーは、企業ネットワークのモダナイゼーションを促進する「触媒」として、クラウド管理型ソリューション導入の価値を訴求すべきである」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。

NVIDIA's $12.9 Billion Hugging Face Deal: Buying Influence Over Modern AI Developers, Not Just a Platform

Ashish Nadkarni, Neil Ward-Dutton, Arnal Dayaratna, Shari Lava — Sun, 06 Sep 2026 04:00:00 GMT

With this deal, NVIDIA stands to regain influence over AI developers that it enjoyed pre-generative AI and bend the direction of AI model innovation and adoption back toward the open stance that lessened as today's major frontier AI labs took up major market-influencing positions. The deal is worth more to NVIDIA than the price tag suggests.