Investment Research Team
New Research
This IDC Market Perspective focuses on the key announcements made at the AMD Advancing AI 2024 event, held October 10, 2024, in San Francisco, where AMD showcased its latest advances in compute and networking optimized specifically for arti...
The IDC study provides IDC's top 10 predictions for digital infrastructure in 2025 and beyond."The computational resources, connectivity capabilities, and data logistics delivered by modern digital infrastructure are fundamental enablers of...
The IDC study provides the 2025 top 10 predictions for the worldwide performance-intensive computing market."IDC anticipates that organizations will need to invest in advanced infrastructure and expertise within the next five years to fully...
This IDC Market Presentation provides insights into composite workloads designed with software-defined infrastructure in mind and meant to run dissociated from the underlying hardware platform. It defines composite workloads and uses a digi...
This IDC study provides a detailed taxonomy for the dedicated cloud infrastructure and services market. The document covers the definitions of various building blocks and provides a top-level overview of dedicated cloud segments. IDC is ret...
This IDC Market Analysis Perspective (MAP) summarizes key demand and supply trends driving the core and edge computing platforms market, with servers being the largest segment of analysis. This MAP includes market forecast and vendor data, ...
This IDC Perspective discusses the aftermath of the CrowdStrike agent content update IT outage. Organizations around the world are struggling in the aftermath of the Microsoft and CrowdStrike disruptions as these combined events disabled mi...
This IDC Tech Buyer Presentation provides C-suite tech and business leaders with guidance to ensure that computing and storage decisions made to support AI proof-of-concept (POC) trials are designed in a way that ensures production-scale de...
The recent IT outage caused by silent updates pushed out by CrowdStrike to its Falcon agent exposes an issue that is at the heart of how the IT industry operates. It highlights the contrasting trust and attestation mechanisms taken by opera...
本IDC看法将详细探讨生成式AI（GenAI）定价模式，为IT和采购人员针对各类GenAI部署场景制定预算提供参考。由于各个技术堆栈间的相互依赖关系，生成式AI的定价格局非常复杂。此外，GenAI市场相对较新，意味着套餐方案和价格都在迅速变动，会引起一定程度的市场波动，难以制定规划或预算。率先推出AI技术的供应商采用了低折扣策略，表明定价模式还有待提升。建议企业对非关键场景采取谨慎的“观望”态度。随着市场的不断发展，企业应根据灵活性、透明度和可及性来评估提供商，综合考量各种定...
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