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These event proceedings were presented at the IDC Directions conferences in Boston and San Jose in March and April 2024.Technology continues to be foundationally important for businesses working to revolutionize their operations using enhan...
At the Next '24 event, Google Cloud unveiled various announcements, highlighting its momentum in generative AI (GenAI) and cloud infrastructure technologies. One of the primary focus areas was delivering an infrastructure optimized for GenA...
This IDC Perspective provides an in-depth analysis of considerations for optimizing AI-ready infrastructure ROI and addressing the critical decisions organizations face between building versus buying digital infrastructure for AI workloads....
This IDC Perspective discusses IDC's Future of Digital Infrastructure framework, updated for 2024, that provides enterprise decision-makers with an updated view on how emerging innovations and disruptions across the digital infrastructure l...
SambaNova Systems' Samba-1 announcement is well aligned with IDC's research on AI and ML market trends as it emphasizes a shift toward AI-ready infrastructures intended to enhance productivity and address data privacy and security concerns....
On February 29, 2024, Hewlett Packard Enterprise (HPE) announced its 1Q24 financial results. The company reported that in the first quarter total net revenue declined 14% YoY in both constant currency and reported currency to $6.8 billion. ...
On February 29, 2024, Dell Technologies held a quarterly earnings call and disclosed its 4Q24 and FY24 financial results. Dell Technologies maintains two primary business units: Client Solutions Group (CSG) and Infrastructure Solutions Grou...
IBM's earnings release for 4Q23 reported revenue of $17.4 billion (+3% y/y @ cc; +4% y/y as reported) – the balance of this document will use constant currency growth unless otherwise noted. IBM generated free cash flow of $11.2 billion for...
IDC is positive on HPE's acquisition of Juniper. The combined company has a tremendous opportunity to leverage the platforms' breadth — in networking, software, compute, and storage — and global direct and channel sellers' expertise, for up...
On November 30, 2023, Dell Technologies held a quarterly earnings call and disclosed their 3Q24 financial results. Dell Technologies maintains two primary business units, Client Solutions Group (CSG) and Infrastructure Solutions Group (ISG...
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