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HPE Discover 2026: Networking Takes Center Stage as Juniper Integration Advances

Chris Barnard, Brandon Butler, Mark Leary, Paul Nicholson, Leslie Rosenberg — Tue, 30 Jun 2026 04:00:00 GMT

At HPE Discover 2026, HPE advanced its post-Juniper integration strategy by extending Marvis AI operations across HPE Aruba Central and HPE Mist, integrating QFX switching with HPE AI datacenters, and launching a unified SASE orchestration console — signaling meaningful progress toward a cohesive portfolio spanning campus, branch, datacenter, and edge. Execution remains the critical variable, as HPE must sustain dual-platform development, clarify Aruba-Mist use case boundaries, and demonstrate production-scale performance to capitalize on its strong strategic position entering the AI era.

Market Forecast: Worldwide Enterprise Workloads Infrastructure Forecast, 2026–2030

Max Pepper, Kuba Stolarski, Natalya Yezhkova — Tue, 30 Jun 2026 04:00:00 GMT

This IDC presentation provides an overview of the 2026–2030 market size and forecast for global spending on enterprise infrastructure to power enterprise workloads based on IDC’s Worldwide Semiannual Enterprise Infrastructure Tracker: Workloads, 2H25, released in May 2026. IDC reports this data by market value, unit shipments, and exabytes of storage.

AI-driven workloads such as AI life cycle and text and media analytics continue to drive the market forward, and the impact of AI is now notably affecting nearly all workload infrastructure demand as it becomes integrated into a large majority of workflows in the workload taxonomy. While the market may tighten somewhat as datacenter space and capacity buildout start to hit a wall and sovereignty concerns grow, we can expect, over the forecast period, these developments to continue to push the workloads market forward.

Market Forecast：国内ハイパーコンバージドシステム市場予測、2026年～2030年

Yukihisa Hode — Mon, 29 Jun 2026 04:00:00 GMT

本調査レポートでは、国内ハイパーコンバージドシステム市場を対象に、今後5年間の市場規模を予測するとともに、成長要因および阻害要因を分析する。国内ハイパーコンバージドシステム市場は仮想化基盤移行の本格化に伴う更改・移行需要を中心に成長が続く。コンテナ基盤やプライベートAI（Artificial Intelligence）インフラへの需要の本格化が、市場拡大をさらに加速させる要因となる。

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「国内ハイパーコンバージドシステム市場は、仮想化基盤移行の本格化を背景に市場構造の転換期を迎えている。移行先プラットフォームの選択が規模・用途別に明確化する中、コンテナ基盤やプライベートAIインフラとしての新たな需要が市場の次なる成長を促進する要因となる」と分析している。

Market Share：国内AI／データプラットフォームソフトウェア市場シェア、2025年－ AIシフトが加速する市場競争

Takuya Uemura, Yasusuke Suzuki — Mon, 29 Jun 2026 04:00:00 GMT

本調査レポートは、国内AI（Artificial Intelligence）／データプラットフォームソフトウェア市場の2025年のベンダーシェア分析と考察を提供している。ここでいうAI／データプラットフォームソフトウェア市場とは、IDCが定義するソフトウェア市場定義から、アナリティクス／ビジネスインテリジェンスソフトウェア、AIコアソフトウェアとデータプラットフォーム（データ管理システム、データ保護、データセキュリティで構成される）を統合した市場分野を指している。

「国内AI／データプラットフォームソフトウェア市場では、AI、データ、アナリティクスの融合が進む中で、ITサプライヤーの競争軸も大きく変化している。今後は、単体ソリューションの価値訴求だけでなく、顧客の業務成果を起点に、データ基盤、分析基盤、AI運用基盤を統合して設計、実装、運用、更新できる能力がITサプライヤーとしての競争軸になる」とIDC Japan、AI and Automationのシニアリサーチマネージャーである植村卓弥は分析している。

IDC Market Glance: Digital Twins in Regional and Local Government, 2Q26

Alison Brooks, Ph.D., Ruthbea Yesner — Fri, 26 Jun 2026 04:00:00 GMT

Digital twins are crossing into mainstream use in regional and local government. Globally, 42% of state and local government organizations report using digital twins today; another 25% are planning additional investment, and more than one-fifth plan to start within the next 12 to 18 months. This IDC Market Glance maps the vendor landscape across five segments: place-based digital twin platforms, industry-specific twins (covering critical infrastructure and utilities, public safety and emergency response, transportation and mobility, and environmental and climate monitoring), physical world data acquisition, digital twin enabling technologies, and building and facility twin platforms.

Three forces are reshaping this market. First, the cost and complexity of implementation have dropped materially: lower sensor costs, edge processing, and AI-native APIs have made real-time physical system modeling accessible to governments that could not have justified the investment five years ago. Second, partnerships among geospatial leaders, systems integrators, and hyperscalers are becoming the dominant delivery model, because no single vendor can cover the full stack from data acquisition through simulation and action. Closed, monolithic vendors risk being designed out of major government programs as a result. Third, the definition of what a twin can represent is broadening: governments are deploying policy twins, mission twins, and ocean environment twins alongside city-scale infrastructure models, and each new application type creates demand for new categories of vendor capability.

For government buyers, the decision-making calculus starts with mission outcome, rather than platform considerations. Investments anchored to a specific operational problem and funded to sustain the live data pipelines that keep the twin current are delivering lasting value. A model without a continuously updated sensor, camera, and operational system feeds reverts to a static visualization. For vendors, the market's direction toward open APIs and AI-native interoperability by default is now considered table stakes; requests for proposal (RFPs) are already reflecting this expectation. Policy and mission twins are on track to become the default decision-support layer for major public programs in the near term, making the current window a critical one for establishing platform and partnership position.

IDC Survey: AI on Cloud Infrastructure Adoption Trends in META, 2026 — Compute, Storage, Networking, and Silicon Choices

Jebin George — Fri, 26 Jun 2026 04:00:00 GMT

This IDC Survey examines how organizations across the Middle East, Türkiye, and Africa (META) are building and running AI in the public cloud. Based on IDC’s Cloud Pulse Survey, 1Q26, of 320 decision-makers in Saudi Arabia, the UAE, Türkiye, and South Africa, this report maps the AI infrastructure behind production AI and GenAI workloads across cloud AI spend, GPU and accelerator usage, compute platforms (VMs, containers, bare metal, serverless), storage, and networking for training and inference. It reveals where META differs: AMD’s Instinct MI300X leads as the most-used accelerator, AWS and Microsoft Azure co-lead, and silicon choices vary sharply by country. An essential read for cloud service providers, infrastructure vendors, and enterprise IT leaders, refer to the full report to benchmark your cloud AI strategy.

AI Factories: Emerges as the Core Infrastructure Building Block for the Token Economy

Wed, 24 Jun 2026 04:00:00 GMT

This IDC Market Presentation provides IDC's definition for AI factories, an emerging class of IT infrastructure designed to standardize and accelerate the buildout of IT platforms optimized for the unique needs of production-scale AI workloads. The presentation covers three major topics:

What is an AI factory?
How are AI factories transforming AI infrastructure architectures and operating models?
How do AI factories impact infrastructure markets?

The presentation highlights major AI factory components and integration strategies and notes how AI factories will be covered across IDC's Trackers and taxonomies.

中国数据库审计市场份额，2025：双向赋能——AI重塑数审的技术与边界

Jackson Chen — Fri, 19 Jun 2026 04:00:00 GMT

本IDC研究报告主要阐述2025年中国数据库审计市场的规模、厂商份额、技术发展变化等内容。

IDC中国网络安全研究分析师陈佳表示：“中国数据安全审计行业已进入代际变革的关键节点。合规驱动的存量市场增长见顶，AI原生技术重构与数据要素市场化带来的增量市场成为行业核心增长极。数审产品正加速向AI原生架构演进，产品定位也从单一的日志记录工具升级为数据安全治理的核心要素。AI智能体规模化落地带来的自主数据操作风险，是当前数审体系最大的未覆盖盲区，Agent行为审计将成为2026年数审市场的核心竞争赛道。”

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 Survey: Enterprise Infrastructure Pulse Survey, 4Q25: Storage Systems and Hyperconverged Infrastructure — Executive Summary

Rajiv Ranjan, Carol Sliwa, Natalya Yezhkova — Mon, 08 Jun 2026 04:00:00 GMT

This IDC Market Presentation provides a summary of the findings from IDC's 4Q25 Enterprise Infrastructure Pulse Survey of IT decision-makers with knowledge of and purchasing responsibility for their organization's storage systems and hyperconverged infrastructure (HCI). Taking the pulse of the enterprise IT market, the 4Q25 storage survey offers in-depth insight into current and future infrastructure requirements and investments. Areas of focus include spending plans, usage of flash storage, adoption of new storage technologies and architectures, hybrid cloud storage trends, HCI deployments, and AI workload storage requirements; this presentation focuses on findings related to all but the last area, which will be covered in a separate executive summary presentation.

The Enterprise Infrastructure Pulse is a quarterly survey focused on exploring trends in various IT infrastructure domains, including servers, storage and hyperconverged infrastructure, networking, data protection, and data logistics.