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Verizon completes Thames Freeport multisite private 5G, one of Europe's largest implementations

Alejandro Cadenas — Fri, 13 Nov 2026 05:00:00 GMT

On November 10, Verizon Business and Thames Freeport announced completion of a multisite private 5G platform across five industrial sites in the UK's Thames Freeport corridor, one of Europe's largest private 5G implementations. Tenants include DP World London Gateway and Logistics Park, Ford Dagenham and the Port of Tilbury, each running an independent network core for data sovereignty. Trials of AI-driven use cases such as vehicle damage detection and digital truck processing are under way. IDC believes the deployment makes Verizon's strongest case yet that private 5G can be sold as a managed, multisite service rather than a one-off campus project. The commercial proof still lies ahead: the release does not disclose contract value or application revenue, and all networks rely on a single supplier whose business is being sold. Buyers and rivals should treat Thames as the benchmark to match, and plan for supplier continuity in all upcoming tenders.

IDC Survey: Enterprise Infrastructure Pulse, 2026 — Networking Executive Summary, Part 2

Brandon Butler, Paul Nicholson, Taranvir Singh, Leslie Rosenberg — Thu, 12 Nov 2026 05:00:00 GMT

This IDC Survey explores how enterprise networking buyers are approaching network management, datacenter networking, and services in the age of AI. It looks at network management priorities (observability, automation, and AI-powered and agentic management), datacenter networking vendor selection and AI traffic growth, and the role of consulting, integration, and managed services providers. The analysis draws on IDC's Enterprise Infrastructure Pulse — Networking Survey, which surveyed more than 850 IT decision-makers and influencers across the Americas, Europe, and APAC in June 2026.

"AI is reshaping how enterprises manage, build, and buy network infrastructure. IDC survey data shows that security and agentic AI tie as the top network management investment priorities (36% each), but buyers are evenly split on how much autonomy they want from AI management tools. In the datacenter, AI-driven capabilities are the top reason for considering a new networking vendor (22%), and 32% choose AI switch vendors based on integration with a broader AI stack, ahead of staying with the incumbent (29%). AI agent-to-agent traffic is expected to become the leading traffic growth driver, rising from 20.5% today to 33.3% in two years. Network equipment manufacturers lead consulting (36%) and ongoing operations (30%), and AI-enabled support is the top service capability (38%)," said Brandon Butler, senior research manager, Network Infrastructure and Services at IDC.

Japan's Emergency Cyber Package Centralizes Incident Response, but Funding, Legal Limits, and Basic Cyber Hygiene Remain Open Questions

Craig Robinson, Yoriyuki Yamashita, Cathy Huang — Thu, 12 Nov 2026 05:00:00 GMT

Japan's ¥10 billion emergency cybersecurity package, adopted on November 6, 2026, shifts the center of gravity for incident response from individual companies toward a government-coordinated model built around the National Cybersecurity Office (NCO), and it signals that Tokyo now treats private-sector breaches as a national security matter. For technology and security leaders operating in Japan, the practical consequence is a closer and more formal relationship with the state, covering faster incident reporting, shared threat intelligence, and expanding legal powers, whose value will depend on how unresolved questions over funding, data deletion, and communications secrecy are answered.

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 life cycle.

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.