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Broadcom Extends VMware Private AI Cloud with Tanzu Platform AI-Ready Data Foundations and VMwareVCF AI Factory at VMware Explore 2026

Adam Reeves — Thu, 10 Sep 2026 04:00:00 GMT

On August 31, 2026, Broadcom expanded VMware Private AI Cloud with VMware AI Factory and new VMware Tanzu Platform AI-ready data foundations, agent governance enhancements, extending its private cloud platform-as-a-service (PaaS) stack to support agentic AI development and deployment. Broadcom also announced TrueSource by Broadcom, a new open source security portfolio. TrueSource by Broadcom, a new open source security portfolio. These updates mark continued progress toward Broadcom's VMware Private AI Cloud and reinforce a broader shift in developer enablement toward platform-mediated governance.

2Q26中国竞争力分析报告—成像与打印外设市场（历史） 2Q26 China Compete Imaging ─ HCP Market Summary (Historical)

Donna Wang — Wed, 09 Sep 2026 04:00:00 GMT

IDC市场竞争报告对喷墨、A3&A4激光市场进行了详细分析，总结了打印外设数据收集的核心洞察。该报告包含高价值的营销洞见，市场核心趋势以及厂商市场份额分析。以下是报告涵盖的主要内容。

执行概要
市场综述
产品分析
竞争分析
细分市场分析
渠道分析

本报告中引用的数据和观点来自IDC《全球打印外设市场季度跟踪报告》（2Q26）。

IDC MarketScape: Japan Accelerated Compute as a Service 2026 Vendor Assessment

Yukihisa Hode, Shinya Kato — Wed, 09 Sep 2026 04:00:00 GMT

本調査レポートは、国内アクセラレーテッドコンピューティングas a Service市場における主要ベンダーに対して、IDC MarketScapeモデルに基づいて「戦略」および「能力」の評価を行い、その分析結果を報告するものである。また、テクノロジーバイヤーがアクセラレーテッドコンピューティングas a Serviceベンダーを選定する際に留意すべき事項を提示している。

「AI（Artificial Intelligence）活用の本格化に伴って、事業者に求められる能力は、学習向けの計算資源の供給から、推論を安定的に届ける総合力へと広がっている。テクノロジーリーダーは、AI活用の段階に応じた調達の柔軟性と、ワークロードに応じたソブリン要件といった評価軸に加え、AI駆動型ビジネスの実現パートナーとしての観点からも、事業者の能力や戦略を評価すべきである」と、IDC Japan、Infrastructure, Imaging, and Devices のリサーチマネージャーである宝出幸久は分析している。

Market Share: Worldwide Tablet Market Shares, 2Q26

Bryan Ma — Wed, 09 Sep 2026 04:00:00 GMT

The tablet market may have been down 12% in 2Q26, but that did not stop Lenovo from posting double-digit growth and pushing its way into third place globally, especially on the back of its strength in China.

Worldwide DRAM Demand and Supply 2Q26-4Q27 and 2026-2030 Update

Soo Kyoum Kim — Wed, 09 Sep 2026 04:00:00 GMT

This IDC Pivot Table provides the CY 2Q26 DRAM vendor share results and forecasts for both the short term (2Q26–4Q27) and the long term (2026–2030) for the worldwide DRAM market. The Pivot Table includes:

Worldwide DRAM revenue share by vendor, 2Q26 and 1Q26
Worldwide electronic equipment production by application, 2Q26–4Q27 and 2026–2030
DRAM content by application, 2Q26–4Q27 and 2026–2030
DRAM demand bit share by application, 2Q26–4Q27 and 2026–2030
DRAM supply by vendor, 2Q26–4Q27
Mobile DRAM, graphics DRAM, and server DRAM supply bit share by vendor, 1Q24–2Q26
DRAM wafer output forecast, 1Q26–4Q27
DRAM demand and supply summary, 2Q26–4Q27 and 2026–2030
DRAM shipment by density, 2Q26–4Q27 and 2026–2030
DRAM price forecast, 2Q26–4Q27 and 2026–2030
DRAM bit share by interface, 2Q26–4Q27 and 2026–2030
HBM forecast, 2Q26–4Q27 and 2026–2030

Worldwide NAND Flash Demand and Supply 2Q26–4Q27 and 2026–2030 Update

Soo Kyoum Kim — Wed, 09 Sep 2026 04:00:00 GMT

This IDC Pivot Table provides the CY 2Q26 vendor share results and forecasts for both the short term (2Q26–4Q27) and the long term (2026–2030) for the worldwide NAND flash memory market. The Pivot Table includes:

Worldwide NAND revenue share by vendor, 2Q26 and 1Q26
Worldwide electronic equipment production by application, 2Q26–4Q27 and 2026–2030
NAND content by application, 2Q26–4Q26 and 2026–2030
NAND demand bit share by application, 2Q26–4Q27 and 2026–2030
NAND supply by vendor, 2Q26–4Q27
NAND wafer output forecast, 1Q26–4Q27
NAND demand and supply summary, 2Q26–4Q27 and 2026–2030
NAND shipment by density, 2Q26–4Q27 and 2026–2030
NAND price forecast, 2Q26–4Q27 and 2026–2030
NAND bit share by interface, 2Q26–4Q27 and 2026–2030

Worldwide PC and Workstation Discrete GPU Market Shares and Forecast, 2Q26

Phil Solis — Wed, 09 Sep 2026 04:00:00 GMT

This IDC Pivot Table provides the worldwide market size and vendor share results for desktop PC, mobile PC, and workstation discrete GPU vendors in terms of both shipments and revenue.

The following data is provided quarterly starting from 1Q16:

Market size in units, including forecast
Vendor shares in units
Market size in revenue, including forecast
Vendor shares in revenue
ASPs

Segments include:

Desktop PC graphics processing unit
Mobile PC graphics processing unit
Workstation graphics processing unit

AWS Summit, Washington, D.C., 2026: Analysis for Government CIOs, CTOs, Program Managers, and Agency Leadership

Massimiliano Claps, Alan Webber, Ruthbea Yesner — Tue, 08 Sep 2026 04:00:00 GMT

At its Washington, D.C., summit, AWS paired new spending commitments with concrete mechanics for moving classified and sensitive government workloads to the cloud, headlined by a $1 billion intelligence community migration credit program and first-time classified cloud access for defense contractors. A separate $1 billion investment in embedded engineering teams signals AWS is positioning itself to close the AI pilot-to-production gap. AI tooling and model choice continue to expand across classification levels, though authorization varies by region and should be verified before any agency commits to a road map. Sovereignty and post-quantum cryptography announcements matter mainly for non-U.S. governments and long-horizon planners.

“AWS’s Washington summit made it clear that the next phase of government cloud adoption will not be won on infrastructure alone,” said Alan Webber, program vice president for National Security, Defense, and Intelligence at IDC. “It will be won by whoever can put real money behind migration and put engineers in the room to get AI past the pilot stage.”

Market Forecast: Worldwide SD-WAN Infrastructure Forecast, 2026–2030

Brandon Butler — Tue, 08 Sep 2026 04:00:00 GMT

This IDC study provides the five-year forecast for the software-defined wide area network (SD-WAN) infrastructure market and delivers insights into the drivers and inhibitors of growth.

The SD-WAN infrastructure market continues to evolve, driven by AI’s dual impact as both a connectivity demand driver and embedded management capability, alongside SD-WAN’s foundational role in secure access service edge (SASE) architectures. SD-WAN enables organizations to unify network and security policy across distributed enterprises while AI reshapes real-time policy management and enforcement, accelerating convergence toward integrated network-security frameworks.

Market Share: Worldwide PC Shares, 2Q26

Bryan Ma — Tue, 08 Sep 2026 04:00:00 GMT

The PC market declined by 4% in 2Q26, but it was still better than expected as the pull-in activity in anticipation of rising memory prices spurred buying. Apple's gains with MacBook Neo helped as well.