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Broadcom Mainframe AR Forum 2026: AI on Mainframe's Terms

Adam Resnick — Wed, 17 Jun 2026 04:00:00 GMT

AI Inferencing at the Edge — Start-Ups and Vendors to Watch for 2026

Nina Turner — Tue, 16 Jun 2026 04:00:00 GMT

This IDC Perspective profiles start-ups and established semiconductor vendors competing for AI inferencing workloads at the edge in 2026. The document covers 10 global start-ups spanning the United States, Israel, the Netherlands, South Korea, Canada, Taiwan, Japan, and Slovakia that have received funding or achieved meaningful commercial traction in the past 12 months, alongside 12 major established vendors.

“Edge AI inference has crossed the threshold from proof of concept to production. The companies that navigate 2026 well will be those that match silicon architecture to workload reality, prioritize software portability, and consider supply chain geography,” says Nina Turner, research director, Enabling Technologies: AI Edge Processor Architectures, IDC.

AI-Enabled Energy Management Trends, 2026

Bjoern Stengel — Tue, 16 Jun 2026 04:00:00 GMT

This IDC Market Perspective examines the key trends shaping AI-enabled energy management in 2026. AI-enabled energy management has moved from a niche sustainability initiative to a mainstream enterprise deployment category. IDC's 2026 AI and Sustainability Survey finds that 29% of organizations now prioritize energy efficiency as a top ESG issue area being addressed through AI — up 52% over two years and the fastest-growing ESG priority tracked. Energy-focused buyers are disproportionately oriented toward operational transformation, prefer predictive and agentic AI, and expect measurable financial returns. Industry profiles in manufacturing, oil and gas, construction, logistics, and retail reveal distinct data challenges, AI technology preferences, and use case priorities. Vendors that lead with data integration, industry-specific expertise, and dual financial/compliance value framing are best positioned to capitalize on a market that is accelerating on multiple fronts simultaneously.

"Energy management is where sustainability stops being a reporting exercise and starts being a competitive differentiator. The organizations that are embedding AI into their energy operations today are not just reducing their carbon footprint; they are building a permanent cost advantage that will compound as energy prices rise and agentic AI capabilities mature. The question for vendors is not whether to build in this space, but how fast." — Bjoern Stengel, lead, Global Sustainability Research and Practice at IDC

Agentic AI Poses New Data Resilience Risks

Johnny Yu — Tue, 16 Jun 2026 04:00:00 GMT

This IDC Perspective examines how the adoption of agentic AI is redefining data resilience requirements. Organizations are under pressure to deploy AI agents rapidly for productivity gains, yet many lack the guardrails needed to prevent their agents from causing large-scale, unintentional data modification or deletion. This document outlines the nature of the emerging risks, pillars of AI agent-ready data resilience, and steps IT buyers should take to prepare their organizations for an era defined by machine-speed actions.

"Agentic AI introduces new data risk that organizations have not had to contend with before," says Johnny Yu, research manager, IDC. "Unlike with ransomware, AI agents already have access to organizations' environments, and their mistakes can change or delete data at a scale and speed that previous data resilience strategies did not account for," adds Yu.

Clock Is Ticking: Broadcom Mainframe Software Addresses Digital Certificate Lifecycle and Post-Quantum Cryptography Risk

Frank Dickson, Emanuel Figueroa — Tue, 16 Jun 2026 04:00:00 GMT

At its 2026 Analyst Relations Forum, Broadcom Mainframe Software presented a two-part cybersecurity session covering the management of digital certificates on the mainframe and the emerging threat posed by quantum computing to classical cryptographic algorithms. Both topics are gaining urgency simultaneously, and Broadcom is developing new capabilities to help customers mitigate the risk posed by these challenges.

Equinix Launches Sixth Datacenter in Hong Kong: AI-Ready HK6 and AI Discovery Hub to Anchor Enterprise AI

Mikhail Jaura — Tue, 16 Jun 2026 04:00:00 GMT

IDC Cloud Pulse, 1Q26: Executive Summary

Rob Tiffany — Tue, 16 Jun 2026 04:00:00 GMT

This IDC Market Presentation is an executive summary of IDC’s 1Q26 Cloud Pulse Survey findings. It covers cloud buyer priorities, cloud strategy, AI spending and deployment, and agentic AI adoption.

IDC's Worldwide Quarterly Computing Platforms and Storage ODM Direct Tracker Taxonomy, 2026

Viranart Chandarasanti, Leon Kao, Kuba Stolarski — Tue, 16 Jun 2026 04:00:00 GMT

This IDC study provides a comprehensive overview of and definitions for servers and enterprise storage in the ODM Direct Tracker. The definitions provided in this document represent the scope of IDC's ODM Direct server and enterprise storage hardware research and tracker deliverables. This taxonomy outlines market segmentations and measurement methodologies for the ODM Direct industry including classification by technology, vendor, geography, and value metrics.

"ODM Direct has become the largest single path to market for server and storage technology," said Leon Kao, senior research manager, IDC's Compute Infrastructure and Service Provider Trends research practice. "IDC's research in the ODM Direct segment and the infrastructure component supply chain is critical to understanding how infrastructure technologies will shape the future of cloud, edge, and AI solutions."

Magnitude Emerges from Stealth to Launch the First Autonomous AI Workforce for Third-Party Risk Management

Philip D. Harris, CISSP, CCSK, Grace Trinidad — Tue, 16 Jun 2026 04:00:00 GMT

Magnitude has emerged from stealth with $10 million in seed funding to launch the first autonomous AI workforce purpose-built for continuous third-party risk management. Founded by AI and security leaders from Amazon, Abnormal AI, Proofpoint, and Pandora, and backed by Ballistic Ventures, Magnitude deploys AI risk agents that continuously assess vendor risk, govern AI agents, and drive remediation across third- and Nth-party ecosystems at machine speed. As frontier AI models accelerate supply chain threats, Magnitude delivers the autonomous governance and defense capabilities that modern enterprises urgently require.

Microsoft Build 2026: Expanding Azure to Meet Agentic AI Demands

Matthew Flug, Adam Reeves — Tue, 16 Jun 2026 04:00:00 GMT

Microsoft Build, the company's annual developer-focused event, took place between June 2^nd and June 3^rd, in San Francisco, CA. At the event, Microsoft reframed its Azure application platform around a single operating assumption: that AI agents are now both a workload to host and an actor that provisions and deploys other workloads. The announcements made at the event follow from that assumption, extending Microsoft's services to AI agents while reducing the effort required to build them.