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Market Share: Worldwide Enterprise Workload Infrastructure Shares, 2025

Max Pepper, Natalya Yezhkova, Kuba Stolarski — Thu, 09 Jul 2026 04:00:00 GMT

This IDC presentation provides historical market share data (2024–2025) for the worldwide enterprise workload infrastructure (server, enterprise storage systems, and hyperconverged infrastructure) market. This historical data illustrates top enterprise infrastructure vendor shares overall and by workload category. IDC reports these vendor shares in terms of vendor revenue.

“2025 saw demand for infrastructure to support AI-intensive workloads — particularly AI life cycle and text and media analytics — exponentially increase as we saw not only continued AI development, but the rapid proliferation of AI deployment. AI is quickly becoming a factor driving market spending throughout all workloads as organizations seek greater workload efficiency, even as market uncertainty has become and continues to be a growing concern for organizations.” — Max Pepper, senior research analyst, Enterprise Workloads and Core Infrastructure, IDC

Amazon Bedrock AgentCore Harness and AWS Context: Managed Agentic AI Platform Services for Enterprise Developer Enablement

Adam Reeves — Wed, 08 Jul 2026 04:00:00 GMT

Announced at AWS Summit, Amazon Bedrock AgentCore's managed harness and the preview of AWS Context extend AWS' agentic AI platform services with managed agent orchestration and organizational knowledge graph capabilities for enterprise developers. AWS asserts that the harness reduces the engineering cost of deploying production agents, and as PaaS continues its evolution toward agentic AI platforms, production deployments at scale will determine whether AgentCore emerges as the platform of record for enterprise agent development.

Colocation Providers Embrace AI-Driven Operations: Navigating the Intelligent Datacenter Era

Olga Yashkova — Wed, 08 Jul 2026 04:00:00 GMT

This IDC Market Note discusses the rapid integration of AI technologies by colocation providers to optimize datacenter operations, addressing rising infrastructure complexity, energy costs, and talent shortages. AI-driven solutions are transforming cooling, maintenance, capacity planning, and security, creating a performance gap between early adopters and laggards. While legacy monitoring tools remain rules based, new AI-native layers are emerging, with leading operators such as Equinix and Digital Realty pioneering advanced initiatives. The sector faces both risk and opportunity as it moves toward fully autonomous, AI-managed datacenter environments. "Colocation is no longer just about space and power; AI is transforming datacenters from passive infrastructure into intelligent, self-optimizing engines of competitive advantage," says Olga Yashkova, research manager, Worldwide Telecommunications Services, IDC.

Emerging Forces in China’s AI Chip Market: Development of Key Start-Ups

Helen Chiang — Wed, 08 Jul 2026 04:00:00 GMT

This IDC Perspective explores the continuous expansion of AI and its market, as AI chips have become a key part of enterprise IT architecture. Under the influence of geopolitics and digital sovereignty, Chinese vendors are active in the development of independently-developed AI chips. Given this scenario, coupled with strong domestic demand, numerous local AI chip companies and start-ups have emerged, leading to a wave of IPOs that surged from 2025 to 2026, including Moore Threads, MetaX, Biren Technology, and Iluvatar CoreX. The China AI chip market is not a monolithic entity; it is composed of a diverse and competitive ecosystem of suppliers, each with distinct strengths, development strategies, and customer profiles. These AI chip vendors are not only striving for breakthroughs in computing power, but also focusing on software development, support for large models, and the establishment of stable operation and maintenance mechanisms, forming an important emerging force in the development of AI chips in China.

“Chinese AI chip start-ups are proactively building their technological strengths. Beyond leveraging chiplet-based architectures to circumvent advanced process constraints, they are stepping up investments in software platforms, interconnect technologies, and system-level solutions to address supply chain bottlenecks. Although the Chinese AI chip market remains constrained by a range of challenges and external restrictions, these pressures have also driven start-ups to accelerate the development of differentiated technologies and platform capabilities, thereby enhancing the resilience of China’s domestic semiconductor supply chain and ecosystem,” said Helen Chiang, research vice president, Semiconductors and Enabling Technologies, IDC.

From Connected to Intelligent: Industrial IoT in the Age of AI and Edge Intelligence

Gunjan Bassi — Wed, 08 Jul 2026 04:00:00 GMT

This IDC Perspective examines where industrial IoT scaling efforts are succeeding and where they are constrained. Industrial IoT has moved beyond connected operations. Most industrial organizations are already running AI-enabled applications in production, yet the ability to scale them consistently across sites, systems, and operational domains remains limited. Architecture, data contextualization, OT security, and talent readiness are now the factors separating organizations that scale from those that do not.

The most successful adopters share a common foundation: deliberate architectural choices made early, governance established ahead of need, and a clear understanding of how AI-driven insights connect to operational decisions.

"Most industrial organizations already have the data. What separates leaders is their ability to act on it at scale," says Gunjan Bassi, research manager, Worldwide Industrial IoT and Intelligence Strategies, IDC. "The organizations pulling ahead have aligned architecture, data contextualization, governance, and talent early. These are the factors separating the organizations that scale from the ones that stay stuck in pilot."

IDC MarketScape: Worldwide Mailroom Solutions and Services 2026 Vendor Assessment

Robert Palmer — Wed, 08 Jul 2026 04:00:00 GMT

This IDC study assesses the market for mailroom solutions and services among the most prominent global vendors and identifies their strengths and challenges. This assessment discusses both quantitative and qualitative characteristics that position vendors for success in this important market. This IDC study is based on a comprehensive framework to evaluate mailroom solutions and services, including standalone capabilities suitable for self-managed environments and outsourced mailroom services.

"As enterprises accelerate their shift to hybrid work models, the mailroom is emerging as a critical enabler of digital transformation, moving from a back-office cost center to an intelligent intake hub that drives speed, compliance, and operational resilience," says Robert Palmer, research VP, IDC's Imaging Domain. "Organizations should partner with mailroom solutions providers that combine physical and digital mail capabilities with AI-driven automation, robust governance frameworks, and seamless enterprise integration to ensure secure, efficient, and auditable information flows across distributed workforces."

Schneider Electric comes one step closer to a software-defined datacenter with agreement to acquire Cognite

Andrew Buss, Mikhail Jaura, Luis Fernandes — Wed, 08 Jul 2026 04:00:00 GMT

Schneider Electric announced an agreement to acquire Cognite, a Norwegian industrial AI software company, for $3.1 billion in an all-cash transaction. Founded in 2017 with 800+ employees, Cognite offers a cloud-native industrial knowledge graph platform, agentic AI capabilities (Atlas AI), and a workflow layer (Cognite Flows) that contextualize and activate industrial data at scale. The deal is the next step in Schneider's long-running strategy to build an end-to-end industrial intelligence platform through its AVEVA subsidiary, following the 2018 merger with Schneider's industrial software business and the 2021 OSIsoft acquisition. Completion is expected within the coming quarters, pending customary regulatory approvals.

Sharp Europe: Answering Customers’ Call for a Single Source Solutions Provider

Jacqui Hendriks, Phil Sargeant — Wed, 08 Jul 2026 04:00:00 GMT

This IDC Vendor Profile updates the profile published over a year ago (Sharp Europe Connects the Dots to Accelerate IT Services Business Growth [IDC #EUR153233925, March 2025]), highlighting the significant progress Sharp has made in building its core European portfolio and go-to-market strategy. It complements the IDC Market Note Sharp Inspire Expo 2026: Showcasing a Broadening Integrated Solutions Portfolio (IDC #EUR153989626, February 2026).

State and Future of the Automotive Industry in the Age of AI

Jeffrey Hojlo, Wai Yee Lee — Wed, 08 Jul 2026 04:00:00 GMT

This IDC Market Presentation examines the state and future of the automotive industry in the age of AI, analyzing the macro forces reshaping competitive dynamics, namely tariffs and trade disruption, ecosystem orchestration complexity, expanding connectivity and cybersecurity requirements, and tightening sustainability mandates. The presentation evaluates business priorities, factory modernization investments, and technology spending plans spanning powertrain electrification, ADAS and sensor fusion, software-defined vehicles, and AI infrastructure. A dedicated analysis of AI maturity and agentic AI adoption in R&D and engineering is included, alongside findings on connectivity strategy, industry ecosystem collaboration models, and Scope 3 sustainability imperatives.

"The automotive industry has reached an inflection point where AI adoption is table stakes and ecosystem orchestration is the new competitive battleground. Manufacturers that move beyond isolated pilots to a closed-loop system — connecting design, production, supply chain, and field service into a unified digital thread — will compress cycle times, reduce warranty exposure, and build the agility to navigate tariff volatility, the ongoing EV transition, and expanding cybersecurity demands simultaneously. Agentic AI is the mechanism that makes orchestration at scale possible," says Jeff Hojlo, research vice president, Engineering and Product Innovation Strategies, and Manufacturing Insights, IDC.

IDC Survey: Telco Transformation, 2026: Global Telecom AI Plans and Strategy Highlights

Peter Chahal — Tue, 07 Jul 2026 04:00:00 GMT

This IDC Survey draws on two April 2026 IDC primary research surveys: the Worldwide Telco DX Network Infrastructure and Cloud Survey (n = 318) and the Worldwide Telco DX IT Applications and AI Survey (n = 350), covering telecom decision-makers across more than 60 countries and five regions. IDC finds that telecom providers have moved decisively from AI strategy to execution, investing in parallel across infrastructure, talent, services, and partnerships with the emphasis firmly on building foundations at scale. GenAI is scaling fastest where operators have the most control: network operations and automation (with AIOps now mainstream). Customer-facing monetization remains 12 to 24 months behind, meaning that operators that get the foundations right today will lead the next wave of AI-driven revenue growth.

What separates the leaders from the rest is not access to better models; it is data readiness, security posture, and the ability to orchestrate a fragmented, multivendor AI stack across a network infrastructure that differs by region. With no single global playbook, telcos’ AI strategy is shaped by local regulation, sovereignty mandates, and ecosystem maturity. The full survey findings reveal exactly where the gaps are widest, which regions are moving fastest, and what the operators pulling ahead are doing differently.