https://my.idc.com/rss/2805.do IDC RSS alerts https://my.idc.com/getdoc.jsp?containerId=lcUS54461726&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>On March 20, 2026, Ecolab announced a definitive agreement to acquire CoolIT Systems for $4.75 billion. The transaction reflects a broader shift in how data center cooling is designed, delivered, and monetized. Direct-to-chip liquid cooling, previously deployed in targeted high-density environments, is increasingly becoming a foundational element of AI infrastructure. By combining CoolIT’s hardware portfolio (including cooling distribution units (CDUs), cold plates, and manifolds) with Ecolab’s capabilities in water chemistry, treatment, monitoring, and global service delivery, the combined entity is positioned to deliver an integrated “site-to-chip” cooling platform.</P> IDC Link Mon, 30 Mar 2026 04:00:00 GMT Olga Yashkova https://my.idc.com/getdoc.jsp?containerId=lcUS54461626&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication IDC Link Mon, 30 Mar 2026 04:00:00 GMT Devin Pratt https://my.idc.com/getdoc.jsp?containerId=lcUS54460626&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication IDC Link Sun, 29 Mar 2026 04:00:00 GMT Paul Nicholson https://my.idc.com/getdoc.jsp?containerId=lcUS54460126&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>On March 24, 2026 Oracle made several announcements: </P><P>Oracle announced a new class of enterprise applications powered by coordinated teams of specialized AI agents that are outcome-driven, proactive and reasoning based, and engineered for enterprise execution. These new agents are built on Oracle Fusion Cloud Applications and called Fusion Agentic Applications. </P><P>Oracle also announced its expansion of AI Agent Studio for Fusion Applications with Agentic Applications Builder and new Intelligent Workflow Tools. This latest release includes a new agentic applications builder as well as new capabilities that support workflow orchestration, content intelligence, contextual memory, and ROI measurement. </P> IDC Link Fri, 27 Mar 2026 04:00:00 GMT Mickey North Rizza https://my.idc.com/getdoc.jsp?containerId=META54420126&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>IDC Directions Middle East, Türkiye, and Africa 2026 took place February 10 in Dubai. Technology suppliers were convened to discuss the key technology trends and predictions that will shape 2026 and beyond. </P><P>The event provided perspective on how organizations in the Middle East, Türkiye, and Africa (META) can move beyond experimentation toward enterprise-wide value creation. AI is widely recognized as strategic, but many organizations struggle with unrealistic expectations, siloed operations, fragmented tools, and limited skills. Critically, 60% of META organizations are not measuring the success of their AI initiatives, limiting their ability to scale effectively.</P><P>The session positioned agentic AI as the next phase of transformation, enabled by process automation, AI assistants, copilots, advisors, and intelligent agents. It emphasized that achieving meaningful ROI requires a platform-led approach to managing agent life cycle, governance, and interoperability at scale. The presentation concluded with practical guidance on prioritizing high-impact use cases and aligning AI investments with measurable business outcomes.</P> Market Presentation Fri, 27 Mar 2026 04:00:00 GMT Melih Murat https://my.idc.com/getdoc.jsp?containerId=lcUS54459826&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>From March 16<SUP>th</SUP> to 19<SUP>th </SUP>San Jose, California played host to NVIDIA's GTC showcase. The event brought together developers, engineers, and other IT professionals to explore the latest and greatest in AI and accelerated compute.</P> IDC Link Fri, 27 Mar 2026 04:00:00 GMT Linn Huang https://my.idc.com/getdoc.jsp?containerId=US54417426&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Market Perspective provides IDC's views, learnings, perspectives, and advice from NTT DATA's Analyst Forum held February 5–6, 2026, in Frisco, Texas. It summarizes several keynote and presentation sessions where IDC heard from multiple speakers. The event started with keynotes from CEO Abhijit Dubey, who provided an overview session on NTT DATA and its AI strategy, and was complemented with a series of in-depth sessions led by NTT DATA executives and client representatives.</P><P>"AI is advancing fast and, in many cases, faster than enterprises can adapt. As enterprises grapple with the pace of technology change, IDC sees opportunities for service providers to help organizations transform and adopt AI. While opportunities will likely emerge and potential for new services growth is high, IDC sees disruption affecting how service providers will deliver as well as how they'll need to adapt. Providers will not only need to devise ways to harness and operationalize AI to enhance productivity but also do so without sacrificing growth at the expense of traditional services," explains Pete Marston, senior research director, Worldwide Intelligent Application Services at IDC.</P> Market Perspective Fri, 27 Mar 2026 04:00:00 GMT Jason Bremner, Jennifer Hamel, Erin Hichman, Bill Latshaw, Peter Marston, Craig Robinson, Leslie Rosenberg, Reid Sherard, Jerry Silva, Bjoern Stengel, David Tapper, Scott Tiazkun, Dan Versace https://my.idc.com/getdoc.jsp?containerId=US54448126&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Market Note summarizes the quantum computing announcements made by NVIDIA at GTC 2026 and highlights its strategy in positioning quantum as a coprocessor within AI-driven supercomputing. NVIDIA's focus on architecture, software, and AI integration is driving ecosystem alignment and advancing the development of hybrid quantum–classical systems.</P> Market Note Fri, 27 Mar 2026 04:00:00 GMT Heather West, PhD https://my.idc.com/getdoc.jsp?containerId=lcUS54458526&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication IDC Link Fri, 27 Mar 2026 04:00:00 GMT Max Pepper https://my.idc.com/getdoc.jsp?containerId=US53168625&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication <P>This IDC Pivot Tablet contains quarterly (2012 to the previous quarter) market size and share by vendor, the air interface generation of the mobile phone (highest generation supported), and major semiconductor type. It contains shipments by vendor for some semiconductor types and revenue by vendor for all semiconductor types. The major semiconductor components covered are:</P><UL><LI>Discrete application processors (shipments and revenue)</LI><LI>Discrete baseband processors (shipments and revenue)</LI><LI>Integrated baseband processors (shipments and revenue)</LI><LI>Transceivers (revenue)</LI><LI>RF front end (revenue for discrete and modules, including power amplifiers, LNAs, switches, and filters)</LI><LI>mmWave semiconductors and modules (revenue)</LI></UL><P>Major vendors covered include:</P><UL><LI>Apple</LI><LI>Broadcom</LI><LI>Google</LI><LI>HiSilicon</LI><LI>MediaTek</LI><LI>Qorvo</LI><LI>Qualcomm</LI><LI>Samsung</LI><LI>Skyworks</LI><LI>UNISOC</LI><LI>And other vendors in historical quarters that have left the market</LI></UL> Pivot Table Fri, 27 Mar 2026 04:00:00 GMT Phil Solis