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Microsoft Copilot Cowork and the Power of Enterprise Context in Agent-Led Work

Arnal Dayaratna — Wed, 11 Mar 2026 04:00:00 GMT

Mobile World Congress 2026: Professional Services Observations

Len Padilla, Leslie Rosenberg, Chris Barnard — Wed, 11 Mar 2026 04:00:00 GMT

NVIDIA's $2 Billion Investment in Nebius and the Race for AI Infrastructure Scale

Dave McCarthy, Jasdeep Singh — Wed, 11 Mar 2026 04:00:00 GMT

NVIDIA and Nebius Group announced a sweeping strategic partnership anchored by a $2 billion direct investment from NVIDIA. The agreement aims to aggressively scale Nebius's full-stack AI cloud platform, enabling the deployment of more than 5 gigawatts (GW) of NVIDIA-powered computing systems by the end of 2030.

By taking a significant financial stake in Nebius, NVIDIA is moving aggressively to guarantee that its next-generation architectures, particularly the Blackwell Ultra and upcoming Rubin platforms, have the physical runway required for deployment. For Nebius, the partnership provides significant competitive advantages: guaranteed early access to tier-one silicon, deep co-engineering resources, and adding to the capital required to execute one of the most ambitious infrastructure buildouts in the modern technology sector.

Worldwide Carrier Multi-Access Edge Cloud Software Forecast, 2026–2030

Ajeet Das — Wed, 11 Mar 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the carrier multi-access edge cloud software market. In 2026, multi-access edge computing (MEC) has transitioned from an experimental technology to the backbone of the global digital economy. Driven by the "perfect storm" of mature 5G standalone (SA) networks, the explosion of IoT, and the integration of edge AI, the carrier MEC edge software market is expanding at a CAGR of over 21%. By decentralizing data processing — moving it from distant cloud datacenters to the network's edge — MEC enables the sub-20ms latency required for the next generation of real-time applications.

"AI inferencing is now the primary catalyst for multi-access edge computing investment with nearly half of telcos prioritizing edge AI and momentum is surging in private deployments across the industrial and healthcare sectors. While infrastructure costs and energy efficiency remain hurdles, the demand for real-time intelligence is driving the next wave of MEC scaling." — Ajeet Das, research director, Telecom Infrastructure

Worldwide Generative AI Datacenter Ethernet Switching Forecast, 2026–2030

Paul Nicholson, Petr Jirovsky, Rohit Mehra — Wed, 11 Mar 2026 04:00:00 GMT

This IDC presentation forecasts and analyzes key trends impacting the worldwide market for generative AI datacenter Ethernet switching for the 2026–2030 period.

"AI continues to be a major catalyst for growth in hyperscalers and a key consideration for current and future enterprise spending." — Paul Nicholson, vice president, Cloud and Datacenter Networks, IDC

Cloud Security and Confidential Computing: Securing the AI-Driven Enterprise

Philip Bues — Tue, 10 Mar 2026 04:00:00 GMT

This IDC Perspective details how cloud security and confidential computing secure AI-driven enterprises. By integrating hardware-based attestation, isolation, and cloud security, vendors can protect AI and sensitive workloads across distributed environments. The evolution toward a trusted execution fabric unifies control, assurance, and continuity, enabling secure, data-centric business models. Suppliers who deliver scalable, interoperable solutions with proven outcomes will gain a decisive competitive advantage in the rapidly expanding market.

European Telco Best Practices on Advanced VoIP Solution Offerings for SMBs

Daniela Rao, Graham Fruin — Tue, 10 Mar 2026 04:00:00 GMT

This IDC Market Presentation provides an overview of European telcos' best practices on advanced VoIP solution offerings for SMBs.

The presentation summarizes drivers and market value and provides an in-depth look at European telcos' best practices on the advanced VoIP service offerings of four major European telcos targeting SMBs with different messages and solutions. It also contains key recommendations for telco providers acting in this market area.

HPE FY 1Q26 Results: Accelerating the Shift Towards Networking and AI Infrastructure

Matthew Eastwood — Tue, 10 Mar 2026 04:00:00 GMT

On March 9, 2026, Hewlett Packard Enterprise (HPE) announced 1Q26 financial results, reporting revenue of $9.3 billion, up 18% year over year, with non-GAAP operating profit of $1.182 billion and free cash flow of $708 million. Non-GAAP operating margin expanded to 12.7%, reflecting continued mix shift toward higher-margin businesses, led by networking and improving profitability in cloud and AI. Networking revenue reached $2.7 billion, up more than 150% year over year, with operating margin of 23.7%, driven by strong campus, datacenter, and security demand as well as the continued contribution from Juniper Networks. Cloud and AI revenue was $6.3 billion, down 2.7% year over year, as server revenue reflected timing variability in AI system shipments, while segment operating margin improved to 10.2% on better mix and cost discipline across compute, storage, and consumption-based offerings.

Strategically, HPE continued to position networking leadership and AI-driven infrastructure as the core pillars of its long-term transformation. HPE CEO Antonio Neri noted that "the networking segment now represents nearly 30% of HPE's total revenues and more than half of our total operating profits," highlighting how the Juniper integration is shifting the company's growth and margin profile toward higher-value, software-driven markets. The addition of Juniper is accelerating HPE's repositioning as a more AI-native networking provider, expanding the company's reach across campus and branch, datacenter networking, routing, and security while contributing meaningfully to both revenue growth and operating margin expansion.

IDC Enterprise Communications Services Survey, 2025: Ethernet and Wavelength Networking Services

Courtney Munroe — Tue, 10 Mar 2026 04:00:00 GMT

The IDC Survey provides key trends on current usage, priorities, and challenges in enterprise WAN across the United States, Canada, and the United Kingdom. The research assesses current and planned bandwidth requirements, including adoption of higher-speed Ethernet and wavelength circuits. It also provides drivers for adopting these services, including use cases and the top features that appeal to enterprises.

IDC Survey Spotlight: What Are the Primary Drivers of Increased Spending on Cyber-Recovery and Resilience?

Grace Trinidad — Tue, 10 Mar 2026 04:00:00 GMT

Enterprise systems are battling escalating complexity, an intensifying, more complex regulatory landscape, and constant threats. In this environment, recoverability is emerging as the defining performance metric. Organizations are looking for recovery solutions that are seamless to deploy, map recovery time objectives to downtime cost curves, quantify exposure in monetary terms, and align with insurer models. In this survey spotlight, we take a closer look at the reasons behind increased investment in cyber-resilience and recovery by region (NA, APAC, WE, META) and what these responses can mean for the future of cyber-resilience.