rsssoftware https://my.idc.com/rss/2812.do IDC RSS alerts Atlassian Team '26: Teamwork Graph Emerges as an Organizational Context Layer for Agentic Development https://my.idc.com/getdoc.jsp?containerId=lcUS54540726&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication IDC Link Mon, 11 May 2026 04:00:00 GMT Adam Resnick IDC Survey: IT Services Providers' Performance, Growth Strategies, and Vendor Partnerships in the META Region, 2026 https://my.idc.com/getdoc.jsp?containerId=META54501626&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>IDC's <I>EMEA Partner Survey, 2025</I> (Middle East, Türkiye, and Africa responses) was conducted to give IT services providers and technology vendors a data-backed view of how systems integrators across the META region are evolving their performance, capabilities, and ecosystem partnerships, with a specific focus on:</P><UL><LI>IT services provider performance and growth dynamics, including revenue trajectories, growth bifurcation between leaders and laggards, and the capability factors separating scaling providers from stalled ones</LI><LI>Strategic priorities shaping the next 12–24 months, covering customer success, AI-enabled service delivery, workforce transformation, and the market shifts SIs view as opportunities versus threats</LI><LI>AI capability and delivery maturity across client-facing and internal use cases, including where SIs are building capability, sequencing investments, and confronting skills gaps</LI><LI>The vendor partnership landscape, mapping which technology vendors SIs partner with, rank as strategic, and view as indispensable, alongside the program benefits and friction points that drive partner loyalty or churn</LI><LI>Cloud maturity, consumption economics, and marketplace engagement, including how SIs monetize proprietary IP, co-sell with ISVs, and scale workloads through hyperscaler marketplaces</LI><LI>Actionable implications for both IT services providers seeking to scale next-gen portfolios and technology vendors seeking to deepen SI partnerships across the META region</LI></UL><P>"The META SI market is bifurcating. With only 14% of respondents growing by over 10% and just 8% running mature AI practices, capability depth, not demand, now decides who scales. Vendors that lead with co-sell, local investment, and AI enablement will lock in the next decade of partnerships." — Associate Research Director Eric Samuel, Services, IDC</P> IDC Survey Mon, 11 May 2026 04:00:00 GMT Eric Samuel Microsoft Dragon Copilot Experience for Nurses: Ambient AI Reaches the Bedside and Beyond https://my.idc.com/getdoc.jsp?containerId=lcUS54539226&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>Microsoft announced new enhancements to the Dragon Copilot experience for nurses during Nurses Week 2026 (May 6, 2026), highlighting its AI clinical assistant with capabilities purpose-built for nursing workflows. This IDC Link covers the announcement details and product capabilities, competitive implications, and strategic guidance for healthcare technology buyers and suppliers.</P> IDC Link Mon, 11 May 2026 04:00:00 GMT Jennifer Eaton SUSECON 2026 Highlights: Geeko Goes AI and Sovereign https://my.idc.com/getdoc.jsp?containerId=US54507326&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>SUSE is a company on a mission. It is making a concerted attempt to shift from a (Linux-centric) platform vendor to a full-stack open source infrastructure company. SUSE's announcements reflect timely attention to three converging enterprise pressures: enterprise AI deployment, regulatory and geopolitical complexity, and VMware licensing.</P><P>"With quite a few strategic bets in place, SUSE could quickly catapult ahead of its competition in terms of a strategic partners to enterprises that are focused on embracing modern, hybrid cloud, and AI-ready infrastructure," says Ashish Nadkarni, GVP/GM, Enterprise Infrastructure, IDC.</P> IDC Perspective Mon, 11 May 2026 04:00:00 GMT Ashish Nadkarni, Shahin Hashim, Gary Chen, Max Pepper Sage Future 2026: Trust, Governance, and the Next Phase of AI in Finance https://my.idc.com/getdoc.jsp?containerId=lcUS54540326&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>At Sage Future 2026 in San Francisco, Sage outlined a disciplined vision for AI in finance centered on operational trust, governance, and workflow accountability. Across product announcements, partner discussions, and executive messaging, the company consistently emphasized explainability, human oversight, and embedded controls as foundational requirements for enterprise AI adoption in finance.</P><P>The event reflected broader shifts occurring across the office of the CFO software market. Earlier phases of AI adoption focused heavily on productivity gains and conversational assistance. Sage's positioning suggests that the market is increasingly moving toward operational use cases, where finance organizations are evaluating whether AI can support execution within core workflows while maintaining auditability, compliance, and financial control.</P><P>For finance leaders, the message was increasingly pragmatic. Near-term enterprise adoption of AI in finance may depend less on fully autonomous systems and more on governed, explainable AI embedded directly into financial operations.</P> IDC Link Mon, 11 May 2026 04:00:00 GMT Kevin Permenter Databricks' MCP Marketplace Brings Real-Time Data Foundation for Agentic Marketing https://my.idc.com/getdoc.jsp?containerId=lcUS54537826&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>Databricks' Model Context Protocol (MCP) Marketplace enables any MCP-compatible AI agent to query live enterprise data through a standardized open protocol, reducing the custom integrations; extract, transform, and load (ETL) pipelines; or engineering overhead. For marketing and customer experience teams, this means that AI agents can access current customer behavior, purchase history, predictive scores, and live external signals directly from where the data lives, thereby collapsing the latency between insight and action that has historically limited real-time marketing automation.</P> IDC Link Sun, 10 May 2026 04:00:00 GMT Gerry Murray, Tapan Patel Anthropic, SpaceXAI, and the New Compute Race in AI https://my.idc.com/getdoc.jsp?containerId=lcUS54534526&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>Anthropic's agreement with SpaceXAI gives the company access to more than 300MW of capacity and more than 220,000 NVIDIA GPUs at Colossus 1. The deal shows how compute has become a primary axis of frontier AI competition as Claude, Claude Code, and agentic workflows drive larger training and inference requirements. It also reinforces NVIDIA's dominance, since Anthropic's largest new capacity block is NVIDIA based despite its deep relationships with Amazon and Google. For SpaceXAI, the agreement validates Colossus as an AI infrastructure platform and strengthens the SpaceXAI narrative ahead of a potential IPO.</P> IDC Link Fri, 08 May 2026 04:00:00 GMT Arnal Dayaratna Global Energy Crisis and Economic Impact: Implications for the Oil and Gas and Utilities Sectors https://my.idc.com/getdoc.jsp?containerId=US54508626&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Perspective examines the global economic and operational impact of energy supply disruptions stemming from constrained flows through the Strait of Hormuz and escalating geopolitical tensions. It highlights how sustained volatility in oil and LNG markets is driving inflation, reshaping trade dynamics, and exposing structural dependencies across both energy systems and digital infrastructure. The analysis explores the uneven readiness of countries to pivot toward alternative energy sources, the economic trade-offs of accelerating the energy transition, and the evolving balance between geopolitical fragmentation and cooperation. It also outlines IDC's scenario-based outcomes for the global economy and underscores how energy-intensive sectors and technologies, including cloud and AI, must adapt to a more uncertain and cost-sensitive operating environment.</P><P>"Disruptions in the Strait of Hormuz underscore a fundamental shift: Energy volatility is no longer cyclical but structural. For energy producers and enterprise technology leaders alike, resilience will be defined by diversification of energy sources, supply chains, and digital infrastructure supported by intelligent data-driven decision-making," said John Villali, senior research director, IDC Energy Insights.</P> IDC Perspective Fri, 08 May 2026 04:00:00 GMT John Villali, Gaurav Verma SAP Doubles Down on Data: Acquisitions of Dremio and Prior Labs Accelerate Unified Data and AI Platform Vision https://my.idc.com/getdoc.jsp?containerId=lcUS54536926&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>SAP has announced definitive agreements to acquire two companies: Dremio, a data lakehouse federation and query engine built on Apache Iceberg and Apache Polaris, and Prior Labs, a European AI research lab specializing in tabular foundation models. Both transactions are subject to customary closing conditions, including regulatory approval, and are expected to close by 3Q26. Together, the acquisitions are designed to extend SAP's Business Data Cloud (BDC) from a harmonized SAP-focused platform into a broader, high-performance data platform capable of querying any data in place and running AI-driven predictions on structured tabular data. IDC views these moves as a deliberate effort to close the gap between enterprise data sprawl and production-ready agentic AI, addressing both the access layer (Dremio) and the intelligence layer (Prior Labs) in a single strategic step.</P> IDC Link Fri, 08 May 2026 04:00:00 GMT Stewart Bond, Marlanna Harrington, Megha Kumar, Mickey North Rizza SAS Innovate 2026: Expanding CX Decisioning Capabilities and Creating New Opportunities for the Next 50 Years https://my.idc.com/getdoc.jsp?containerId=lcUS54537026&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>SAS Innovate 2026, set against the company's 50th anniversary, paired a strong historical narrative with a forward-looking push to evolve the company's analytics legacy into a pragmatic, governed, and agentic AI strategy. The event leaned heavily on SAS' long-standing rigor in statistical computing, distributed analytics, and governance as the foundation for the company's current AI cycle, positioning the company as a stable alternative to more hype-driven approaches. SAS emphasized measurable outcomes, particularly for marketing teams under pressure to scale personalization within complex, regulated environments and taking an industry-specific go-to-market approach. Rather than centering on a single launch, the key signal was a unified architecture spanning SAS Viya products, including Intelligent Decisioning, AI Navigator, and CI 360, aimed at managing the operational complexity of real-world AI deployment. However, broader adoption will depend on SAS' ability to translate this depth into more intuitive marketer experiences, clear pricing models for AI agents, and well-defined, role-based agent workflows that align with day-to-day martech and CX operational needs.</P> IDC Link Fri, 08 May 2026 04:00:00 GMT Roger Beharry Lall, Tapan Patel