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AMD's Acquisition of ZT Systems: Positioning for Leadership in the Burgeoning AI Infrastructure Market

Matthew Eastwood, Mario Morales, Madhumitha Sathish — Thu, 22 Aug 2024 04:00:00 GMT

AMD's $4.9 billion acquisition of ZT Systems represents a strategic effort to enhance its capabilities in the AI and datacenter markets, aiming to capture a significant share of the $108 billion AI systems infrastructure market by 2028. By integrating ZT Systems' expertise in high-performance systems design and rack-scale solutions, AMD is poised to offer comprehensive, scalable AI infrastructure while also maintaining its commitment to open ecosystems and customer choice. The deal, expected to close in the first half of 2025, will contribute to AMD's earnings by the end of 2025, solidifying its position as a key competitor against industry leaders like NVIDIA.

Market Analysis Perspective: Worldwide Flexible Consumption and Financing Strategies for IT Infrastructure, 2024 — Risk Management Strategies Accompany AI Everywhere

Lara Greden — Mon, 19 Aug 2024 04:00:00 GMT

This IDC Market Analysis Perspective (MAP) reviews the market forces that are reshaping how organizations acquire IT hardware, software, and services and the growing importance of sustainability and generative AI to the IT buyer. As organizations grapple with cost and skills challenges in the AI pivot, IDC observes a continued interest in flexible payment options like leasing and as-a-service (XaaS) consumption models.

In this IDC Market Analysis Perspective, we share survey data and insights about the impact major trends will have on XaaS offers, IT leasing markets, and circularity initiatives and review how organizations are preparing to face these challenges.

Pivot Table for Worldwide IT Leasing and Financing Forecast, 2024–2028: Top 25 Countries

Lara Greden — Mon, 19 Aug 2024 04:00:00 GMT

This IDC Pivot Table accompanies the Worldwide IT Leasing and Financing Forecast, 2024–2028: Risk Management Strategies Accompany AI Everywhere in Outlook for Top 25 Countries (IDC #US52043924, June 2024). This IDC Pivot Table also provides guidance and forecasts for IT leasing, financing, and flexible consumption providers as they navigate the AI era.

IDC Market Glance: Asia/Pacific Consumer and Small Business Lending Digital Transformation Strategies, 2Q24

Xiao Liu — Thu, 25 Jul 2024 04:00:00 GMT

This IDC Market Glance provides an overview of the landscape for consumer and small business digital lending in the Asia/Pacific market. This include featured categories list companies that provide technology lending solutions and related services to financial institutions and other tech buyers.

Worldwide IT Leasing and Financing Forecast, 2024–2028: Risk Management Strategies Accompany AI Everywhere in Outlook for Top 25 Countries

Lara Greden — Fri, 28 Jun 2024 04:00:00 GMT

This IDC study provides guidance and revised forecasts for IT leasing, financing, and flexible consumption providers as they navigate the next stages of digital transformation in the AI era.

"In the AI pivot, enterprises are challenged to invest amid an economic climate characterized by macroeconomic, technical, and business uncertainties," says Lara Greden, senior research director, IDC's Flexible Consumption and Financing Strategies for IT Infrastructure. "To manage the various sources of risk, IDC forecasts 2024 and 2025 to have increased demand for leasing and financing as enterprises invest to refresh IT infrastructure and deliver GenAI use cases that drive business growth."

Software Monetization Trends, 2024

Mark Thomason — Thu, 27 Jun 2024 04:00:00 GMT

This IDC Tech Buyer Presentation focuses on the drivers and trends in software monetization, incorporating survey data and analyst insights.

Overall, the success, performance, and flexibility of the technology-driven as-a-service model continue to drive adoption of the recurring revenue model. The future will see more value-based hybrid pricing models (subscription + usage) and the rise of product as a service (connected physical products sold as a service), increasingly sold over marketplaces. This drives the need for comprehensive monetization platforms to leverage the data for AI-driven pricing/profit models, automation, and efficient sales-customer communications.

Worldwide Monthly Technology Investment Monitor, April 2024: GenAI Plans/Budgets, Current Levels of GenAI POCs and Production Rollouts, AI Platforms, and AI-Ready Infrastructure

Rick Villars, Mary Johnston Turner, Neil Ward-Dutton — Tue, 25 Jun 2024 04:00:00 GMT

The dramatic increase in the awareness of generative AI (GenAI) promises to drastically reduce the time and costs associated with use cases inked to automation and intelligence. Companies are now beginning to assess early proofs of concept (POCs) and production rollouts begun in 2023 and prioritizing workforce improvements. As organizations become more experienced with GenAI, they are coming to recognize it as a major new corporate workload that requires dedicated infrastructure and partner strategies to support adoption and deployment.

This survey provides key findings from IDC's 2024 Future Enterprise Resiliency and Spending (FERS) Survey, Wave 4, which focuses on issues related to GenAI adoption and its implications for IT investment, the emergence of Gen AI as a strategic workload, success rate assessments of early POC/production rollouts, and partnering decisions. It is the second of four (quarterly) IDC documents based on GenAI-centric FERS Surveys that will investigate the implications of GenAI across regions, technologies, and industries. This survey of 889 respondents in North America, Asia/Pacific, and Western Europe was conducted in April 2024 while IT leaders were executing initial GenAI plans and making longer-term strategic choices.

The Issues Companies Face When Considering a Consumption Pricing Model

Mark Thomason — Mon, 03 Jun 2024 04:00:00 GMT

This IDC Survey Spotlight leverages results from IDC's SaaSPath Survey over six years (2019–2024) to show trends in responses. SaaSPath is IDC's premiere SaaS application global benchmarking web survey, which was fielded in March 2024 and returned 2,862 respondents across 12 countries. SaaSPath covers 23 enterprise SaaS applications and looks at the mind and journey of buyers and their preferences around pricing, packaging, and purchasing channels; provides analysis of how companies are approaching and utilizing the cloud for these applications; and presents detailed vendor rating and comparisons across all major vendors. Survey topics include adoption of specific cloud workloads, maturity, drivers for cloud adoption, spending decisions, and questions about cloud marketplaces.

The data shown in this IDC Survey Spotlight focuses on the segment of 125 respondents that use a subscription management/billing application and examines the issues companies face when considering a consumption pricing model.

What the Supreme Court's CFPB Ruling Means for Lenders

Raymond Pucci — Sun, 02 Jun 2024 04:00:00 GMT

As discussed in a recent article from Bloomberg Law, a long-awaited U.S. Supreme Court decision has just ruled that the current funding method of the Consumer Financial Protection Bureau (CFPB) is constitutional. The ruling overturns a lower court's 2022 decision that the creation of the CFPB violated the Constitution's separation of powers provision, thereby clearing the way for the agency to continue its regulatory and enforcement authority on financial markets, especially in lending and credit, with significant impact on consumers, small businesses, and financial services providers.

IDC Market Glance: Office of the CFO for Estimating and Pricing, 2Q24

Heather Herbst — Wed, 15 May 2024 04:00:00 GMT

This IDC Market Glance provides vendors that offer capabilities to support the estimating and pricing capabilities within the Offer/Order-to-Cash Operational Value Stream. Estimating and pricing has a significant impact on the cash flow of an organization, but often the technology solutions for the capabilities are not invested in; we wanted to highlight the different capabilities to the technology vendors that offer them.