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HPE Discover 2025: IDC Analysis of Agentic Mesh and AI Factory Networking Announcements

Paul Nicholson, Brandon Butler, Rohit Mehra — Thu, 10 Jul 2025 04:00:00 GMT

AAE-2 Subsea Cable Consortium: Advancing Asia–Africa–Europe Connectivity

Jawairia Asif, Tolga Yalcin — Wed, 09 Jul 2025 04:00:00 GMT

This IDC Market Note highlights the launch of the AAE-2 cable, an intercontinental subsea and terrestrial infrastructure project led by PCCW Global, Sparkle, Telecom Egypt, and ZOI. AAE-2 will connect Hong Kong and Singapore to Italy via Thailand, the Arabian Peninsula, and Egypt, enabling high-capacity, low-latency, and resilient connectivity across three continents. As the successor to AAE-1, the system is designed to meet the surging demands of cloud services, content delivery, and AI-driven applications by combining advanced subsea technologies with diverse terrestrial routes. The project reflects a wider industry shift toward regional collaboration, digital infrastructure sovereignty, and scalable, next-generation networks.

"The AAE-2 consortium marks a shift in global connectivity strategy, moving beyond capacity to emphasize resilience, regional enablement, and strategic control. By integrating subsea and terrestrial networks, this initiative addresses both current traffic demands and the foundational needs of tomorrow's digital ecosystems." —Jawairia Asif, senior research analyst (META Telecom and IoT)

EMEA Enterprise Network Infrastructure Market Forecast, 2025–2029

Len Padilla, Bruno Teyton — Wed, 09 Jul 2025 04:00:00 GMT

This IDC Market Forecast presents a five-year forecast for the enterprise network infrastructure market in Europe, the Middle East, and Africa (EMEA). It focuses on the enterprise Ethernet switch, router, and WLAN segments.

"Following the delivery of backlogged orders, the enterprise network infrastructure market in the EMEA region has slowed. However, AI-driven networking has become a dominant force, transforming network management and optimization for enterprises seeking a competitive advantage." — Senior Research Director Len Padilla, European Networking and Life-Cycle Services, IDC

汽车产业出海，海外云基础设施建设情况进展与典型场景有哪些？

Catherine Hong, James Wang — Wed, 09 Jul 2025 04:00:00 GMT

本IDC调查焦点呈现了汽车产业推动出海的过程中，在云基础设施上的建设阶段以及主要应用场景。数据通过调研统计呈现行业整体的部署比例，以及在智能驾驶、业务系统云化、车联网等场景的建设情况。

5G Slicing in Consumer Space and the Role of AI: A European Perspective

Daniela Rao, Alejandro Cadenas — Tue, 08 Jul 2025 04:00:00 GMT

5G slicing is a feature that is expected to define new services based on premium and ultra secure connectivity for enterprises. But slicing will also open new opportunities for consumers, either with customer visibility to directly purchase the slice or as part of a solution with enhanced performance based on a slice, following a B2B2C model.

"A 5G slice is essentially a new capability unlike anything seen before, so customers and solution providers will need to understand the potential and embed that capability in their offering. Players that are able to incorporate this capability early will enjoy a competitive advantage based on improved customer experience." — Associated Vice President Alejandro Cadenas, Telco Research, IDC Europe

Microsoft Windows Resiliency Initiative: Let's Secure the Kernel, Shall We?

Frank Dickson, Mike Jude, Grace Trinidad — Tue, 08 Jul 2025 04:00:00 GMT

One year after the launch of the Windows Resiliency Initiative (WRI), Microsoft has released the Windows Resiliency Initiative ebook and coming updates, as well as updates to Microsoft Virus Initiative (MVI) and first looks at the new Windows endpoint security platform that will allow MVI partners to start building their products outside of kernel mode. These changes greatly reduce the likelihood of systemwide failures and simplify the path to recovery.

PC Shipments Remained Strong in Q2 Signaling Vendors Getting Ahead of Tariff Deadlines, according to IDC

Tue, 08 Jul 2025 04:00:00 GMT

In line with IDC's forecast, Q2 results show continued dynamism, but tariff jitters are starting to be felt in the US

从理念到能力的演进，IDC 2024年中国零信任网络访问解决方案市场份额系列报告发布

Tue, 08 Jul 2025 04:00:00 GMT

北京，2025年7月9日——国际数据公司（IDC）于近日正式发布了针对中国零信任网络访问解决方案的市场份额系列研究报告，即《中国零信任网络访问解决方案市场份额，2024：由新兴理念到基础能力的演进》（Doc # CHC53609525 ，2025年6月）、《中国零信任网络访问场景之软件定义边界市场份额，2024：安全大模型在零信任体系中初露锋芒》（Doc # CHC53609625 ，2025年6月）和《中国零信任网络访问场景之终端安全市场份额，2024：终端安全成为零信任一体化方案不可或缺的能力》（Doc # CHC53609725 ，2025年6月）。系列报告针对2024年中国零信任网络访问解决方案市场的规模、增长速度、主要玩家、市场与技术的发展趋势等内容进行了详细研究。

BCG EDGE 2025 in Vienna — Navigating Disruption, Innovation, and the Future of Global Trade

Dan Versace, Bill Latshaw — Mon, 07 Jul 2025 04:00:00 GMT

This IDC Perspective discusses the BCG EDGE 2025 event in Vienna that showed the depth and breadth of BCG's capabilities while highlighting the urgent need for Europe to adapt to geopolitical and technological disruptions in global trade. Key themes included strategic collaboration to bridge the tech gap with the United States, AI integration for competitive advantage, and sustainability as a growth imperative. The event emphasized cross-border partnerships, innovation ecosystems, and circular business models to foster resilience and capture new markets, urging European leaders to balance growth with environmental responsibility and strategic autonomy.

"BCG EDGE provided a viewpoint into how Europe's tech renaissance hinges on strategic collaboration, policy reform, and embracing AI for resilience amid global trade disruptions and sustainability challenges. Time spent with BCG Partners, topic owners, and tool partners in the EDGE conference cemented the feeling that BCG continuously informs its approach with insight, solid data, strategy, and curiosity to test out its assumptions." — Bill Latshaw, research director, Worldwide Business Consulting Services, IDC

EMEA Enterprise Networking Market Shares, 2024: AI for Networking Becomes Mainstream as Enterprise Markets Slow

Len Padilla — Mon, 07 Jul 2025 04:00:00 GMT

This IDC Market Share presents the European enterprise networking equipment vendor shares for the enterprise Ethernet switch, router, and wireless LAN segments in 2024.

"Following the delivery of backlogs, growth in the EMEA enterprise network infrastructure market has slowed. However, AI-driven networking is now a dominant force, transforming network management and optimization for enterprises seeking competitive advantage," said Len Padilla, senior research director, IDC EMEA Networking and Life-Cycle Services.