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IDC Market Glance: Treasury and Risk Management Applications Worldwide, 1Q26

Kevin Permenter, Jordan Steele — Wed, 11 Mar 2026 04:00:00 GMT

This IDC Market Glance provides a view of the current makeup of the treasury and risk management applications landscape, illustrates the participating vendors, and depicts the segments and structure of the market.

Microsoft Copilot Cowork and the Power of Enterprise Context in Agent-Led Work

Arnal Dayaratna — Wed, 11 Mar 2026 04:00:00 GMT

NVIDIA's $2 Billion Investment in Nebius and the Race for AI Infrastructure Scale

Dave McCarthy, Jasdeep Singh — Wed, 11 Mar 2026 04:00:00 GMT

NVIDIA and Nebius Group announced a sweeping strategic partnership anchored by a $2 billion direct investment from NVIDIA. The agreement aims to aggressively scale Nebius's full-stack AI cloud platform, enabling the deployment of more than 5 gigawatts (GW) of NVIDIA-powered computing systems by the end of 2030.

By taking a significant financial stake in Nebius, NVIDIA is moving aggressively to guarantee that its next-generation architectures, particularly the Blackwell Ultra and upcoming Rubin platforms, have the physical runway required for deployment. For Nebius, the partnership provides significant competitive advantages: guaranteed early access to tier-one silicon, deep co-engineering resources, and adding to the capital required to execute one of the most ambitious infrastructure buildouts in the modern technology sector.

AI-Powered ERP: Where Core ERP Processes Are Seeing the Fastest AI Adoption and Why

Bo Lykkegaard — Tue, 10 Mar 2026 04:00:00 GMT

This IDC Market Perspective examines how organizations are applying AI-powered ERP across core end-to-end processes and where investment is accelerating over the next 12 months. The study is based on IDC's June 2025 SaaS Path Survey of 150 global ERP decision-makers and provides strategic guidance for SaaS vendors and investors evaluating the next phase of ERP innovation.

"The SaaS Path data shows that AI-Powered ERP adoption is evolving from embedding AI into reporting to embedding it into forecasting, financial control, and operational decision-making. Prescriptive and autonomous capabilities will define the next phase of competitive differentiation in ERP," said Bo Lykkegaard, Associate VP, European Software Research, IDC.

Applying the Agentic Mesh for CX to Advertising: Orchestrating Branding and Performance Across the Entire Customer Experience in an AI Age

Roger Beharry Lall — Tue, 10 Mar 2026 04:00:00 GMT

This IDC Perspective explores the transformative role of agentic AI and agentic mesh architectures in customer experience (CX) and advertising. By enabling autonomous, interoperable agents to orchestrate complex workflows across departments, organizations can deliver seamless, personalized, and compliant customer journeys at scale. The document outlines key infrastructure requirements, adoption strategies, and maturity models, emphasizing the need for unified data, robust governance, and cross-functional collaboration to realize the full potential of agentic automation in modern adtech and CX operations.

Agentic AI is transforming customer experience and advertising by enabling interconnected, semiautonomous/autonomous agents to orchestrate complex, cross-functional workflows with minimal human intervention. Unlike traditional AI, agentic systems proactively resolve problems, unify data, and adapt in real time, supporting seamless campaign management, privacy compliance, and personalized engagement. Leading platforms are already embedding agentic mesh principles, driving the need for robust standards, governance, and infrastructure. As agent adoption accelerates, organizations must prepare for rapid proliferation, ensuring interoperability, risk management, and supervisory oversight. The agentic CX maturity model provides a road map from siloed operations to an autonomous, unified CX ecosystem. Success hinges on a strong data foundation, real-time integration, and clear protocols, enabling agents to deliver consistent, brand-aligned experiences across every customer touch point. Investing in agentic infrastructure and upskilling teams will be critical for brands seeking to leverage AI-driven advertising and CX at scale.

"Agentic AI is transforming advertising from siloed automation into a coordinated digital workforce. Competitive advantage will hinge on a brand's ability to unify infrastructure, data, and teams to deliver autonomous customer experiences at scale. In this reality, IDC's agentic mesh for CX framework is foundational for helping advertisers lead in the agentic era." — Roger Beharry Lall, research director, Advertising Technology and Agents, IDC

HPE FY 1Q26 Results: Accelerating the Shift Towards Networking and AI Infrastructure

Matthew Eastwood — Tue, 10 Mar 2026 04:00:00 GMT

On March 9, 2026, Hewlett Packard Enterprise (HPE) announced 1Q26 financial results, reporting revenue of $9.3 billion, up 18% year over year, with non-GAAP operating profit of $1.182 billion and free cash flow of $708 million. Non-GAAP operating margin expanded to 12.7%, reflecting continued mix shift toward higher-margin businesses, led by networking and improving profitability in cloud and AI. Networking revenue reached $2.7 billion, up more than 150% year over year, with operating margin of 23.7%, driven by strong campus, datacenter, and security demand as well as the continued contribution from Juniper Networks. Cloud and AI revenue was $6.3 billion, down 2.7% year over year, as server revenue reflected timing variability in AI system shipments, while segment operating margin improved to 10.2% on better mix and cost discipline across compute, storage, and consumption-based offerings.

Strategically, HPE continued to position networking leadership and AI-driven infrastructure as the core pillars of its long-term transformation. HPE CEO Antonio Neri noted that "the networking segment now represents nearly 30% of HPE's total revenues and more than half of our total operating profits," highlighting how the Juniper integration is shifting the company's growth and margin profile toward higher-value, software-driven markets. The addition of Juniper is accelerating HPE's repositioning as a more AI-native networking provider, expanding the company's reach across campus and branch, datacenter networking, routing, and security while contributing meaningfully to both revenue growth and operating margin expansion.

How Will KubeVirt and Commercial KubeVirt-Based Offerings Impact Workload Virtualization?

Max Pepper — Tue, 10 Mar 2026 04:00:00 GMT

This IDC Market Perspective examines how KubeVirt and commercial solutions based off it are reshaping workload virtualization as organizations accelerate their shift from traditional virtual machine (VM) environments to container-centric platforms. The report analyzes the drivers behind this transition, including AI workload demands and rising virtualization costs, and evaluates how KubeVirt enables the unified management of VMs and containers and migration away from legacy hypervisors. It also discusses the risks, challenges, and commercial options available to enterprises navigating this evolving landscape.

“As the virtualization market rapidly shifts especially with the demand for greater AI incorporation, the transition of workloads from VMs to containers can be a real sticking point for IT organizations. Although KubeVirt is not a perfect solution, it is one of the best options to ensure the transition is as smooth as possible while maximizing the benefits of Kubernetes,” says Max Pepper, senior research analyst on enterprise IT workloads, IDC.

OpenAI's $110 Billion Raise Redefines the Relationship Between Capital and Compute

Arnal Dayaratna — Tue, 10 Mar 2026 04:00:00 GMT

OpenAI has raised $110 billion at a $730 billion pre-money valuation in one of the largest private financings in technology history. The round includes $50 billion from Amazon, $30 billion from NVIDIA, and $30 billion from SoftBank. The transaction links equity capital directly to long-term compute procurement across cloud and hardware providers. The scale of the raise reflects the financial requirements of operating AI systems at global consumer and enterprise intensity.

Plex, by Rockwell Automation: Creating the Next Pathway to Value

Mickey North Rizza — Tue, 10 Mar 2026 04:00:00 GMT

This IDC Market Note highlights Plex's offering, the company's customer community, and innovation. Plex, by Rockwell Automation, participated in the Rockwell Automation Fair held in Chicago, Illinois, November 17–20, 2025. The event highlighted the transformation of businesses from automation to autonomy with a heavy emphasis on AI in manufacturing.

Regulatory Scrutiny Reshapes U.S. Datacenter Expansion Plans and Critical Infrastructure Priorities

Olga Yashkova — Tue, 10 Mar 2026 04:00:00 GMT

On March 4, 2026, the White House assembled executives from the nation's largest AI and cloud companies — including Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI — to sign a Ratepayer Protection Pledge, committing them to build, procure, or fund the power and grid infrastructure needed to serve their rapidly expanding datacenters rather than passing those costs onto residential and commercial customers. Under this nonbinding federal initiative, hyperscalers agreed to negotiate dedicated rate structures with utilities, invest in new generation capacity, and pay for transmission upgrades necessary to support their facilities — a policy response to mounting concerns over grid strain and rising electricity costs driven by explosive AI infrastructure growth.

Just two days earlier, on March 2, 2026, PJM Interconnection, the largest grid operator in the United States filed proposed rule changes with FERC to revise how behind-the-meter generation and colocated large loads — including datacenters — are treated in the wholesale market, following a late-2025 FERC order finding its existing framework unjust and unreasonable. Together, these developments signal a broader regulatory shift: Rapid datacenter load growth is no longer viewed solely as an economic development opportunity, but increasingly as a grid reliability and ratepayer cost allocation issue.

As a result, United States–based datacenter operators face rising execution risk tied to permitting, interconnection timelines, and long-term power contracting — particularly in power- and water-constrained regions. Federal and state authorities are applying greater scrutiny to how projects source electricity and allocate infrastructure costs. In response, leading operators are pivoting toward energy sovereignty strategies, including onsite generation, nuclear partnerships, and dedicated renewable capacity. For critical infrastructure providers, these new regulatory requirements may drive rapid pivots and product innovations.