rsssoftware

Broadcom Mainframe AR Forum 2026: AI on Mainframe's Terms

Adam Resnick — Wed, 17 Jun 2026 04:00:00 GMT

At its Mainframe Analyst Relations Forum, held June 8–10 in Boston, Broadcom presented an AI strategy centered on embedding AI capabilities directly into its existing mainframe application development and DevOps portfolio rather than building standalone AI products. New capabilities arrive inside the tools customers already use, under existing entitlements, through MCP-based connectivity across DevOps, Data Management, and AIOps value streams. This approach reflects the nature of the platform: A mainframe is built for deterministic, high-volume, and mission-critical execution at a quality and reliability bar that a more disruptive AI product strategy would put at risk. Broadcom is working to build a unified developer experience where mainframe development uses tools and workflows already familiar to developers coming from conventional enterprise environments. The company is making solid progress, though attracting developers to a platform underrepresented in developer culture is a challenge specific to the mainframe, and the broader pressure of measuring AI investment returns is one the whole industry is still working through.

SpaceX Acquires Cursor for $60 Billion and Reshapes the Competitive Landscape for Agentic Coding

Arnal Dayaratna — Wed, 17 Jun 2026 04:00:00 GMT

AI-Driven Demand Forecasting: What to Expect in the Near Future

John Bermudez — Tue, 16 Jun 2026 04:00:00 GMT

This IDC Perspective examines how AI is transforming demand forecasting from model-driven processes to platforms that incorporate planner input, behavioral data, and agent-based execution. Many organizations continue to rely on manual intervention due to limitations in traditional planning systems and data models. This document outlines how CIOs can address these challenges by focusing on data readiness, selecting platforms with embedded AI capabilities, and adopting phased, outcome-driven implementation approaches.

"AI-driven demand forecasting is not just about improving models; it is about enabling organizations to translate insights into action through integrated planning and execution," says John Bermudez, adjunct research advisor for IDC's IT Executive Programs (IEP).

AI-Powered IT Vendor Rationalization: Why, When, How?

Dr. Ron Babin — Tue, 16 Jun 2026 04:00:00 GMT

This IDC Perspective explains that as IT portfolios grow in complexity — driven by SaaS sprawl, cloud proliferation, and decentralized procurement — vendor rationalization has become a strategic imperative for CIOs. This document addresses three questions: Why to rationalize, when to act, and how to execute? The document presents a phased framework anchored in AI-powered discovery, the 4R decision model, TCO modeling, and continuous governance — transforming rationalization from a periodic exercise into a living capability that reduces costs, mitigates risk, and builds a resilient IT supply chain.

"Managing a bloated IT vendor portfolio is not just a cost problem — it is a risk, governance, and innovation problem. CIOs who pursue AI-powered rationalization as a continuous discipline will build leaner portfolios and redirect savings toward the investments that differentiate their business," says Dr. Ron Babin, adjunct research advisor for IDC's IT Executive Programs (IEP).

Clock Is Ticking: Broadcom Mainframe Software Addresses Digital Certificate Life Cycle and Post-Quantum Cryptography Risk

Frank Dickson, Emanuel Figueroa — Tue, 16 Jun 2026 04:00:00 GMT

At its 2026 Analyst Relations Forum, Broadcom Mainframe Software presented a two-part cybersecurity session covering the management of digital certificates on the mainframe and the emerging threat posed by quantum computing to classical cryptographic algorithms. Both topics are gaining urgency simultaneously, and Broadcom is developing new capabilities to help customers mitigate the risk posed by these challenges.

DigitalXForce Launches the Industry's First Enterprise TRiSCM Platform, Redefining Governance, Security, and Trust for the AI and Quantum Era

Philip D. Harris, CISSP, CCSK — Tue, 16 Jun 2026 04:00:00 GMT

DigitalXForce has launched the industry's first Enterprise TRiSCM (Trust, Risk, Security, and Compliance Management) platform, introducing a unified operating model for continuous trust assurance across artificial intelligence (AI), cloud, operational technology (OT), third parties, and emerging quantum threats. The platform converges Automated GRC, Enterprise Security, and Risk Posture Management (ESPRM); AI TRiSCM; and the newly introduced Quantum Risk Operations Center (Q-ROC) into a single intelligence fabric and Continuous Enterprise Trust Operations Layer. As enterprises accelerate AI and quantum adoption, DigitalXForce delivers the autonomous, continuously operating governance architecture that fragmented legacy governance, risk, and compliance (GRC) and security platforms were never designed to provide. IDC views this launch as a meaningful signal of the market's evolution beyond compliance-oriented governance toward continuous, operationalized digital trust.

Equinix Launches Sixth Datacenter in Hong Kong: AI-Ready HK6 and AI Discovery Hub to Anchor Enterprise AI

Mikhail Jaura — Tue, 16 Jun 2026 04:00:00 GMT

On June 16, 2026, Equinix launched its AI-ready HK6 datacenter in Hong Kong, which delivers direct-to-chip liquid cooling for GPU densities well beyond what air-cooled facilities support. This latest datacenter complements the AI Discovery Hub, which Equinix launched in early 2Q26: an open, NVIDIA-powered testing environment built with Hewlett Packard Enterprise (HPE) that pairs an AI factory at-scale solution with embedded governance guardrails inside HK6. The HK6 launch and the AI Discovery Hub show Equinix shifting colocation from raw space and power toward a curated, governance-first foundation for enterprise and sovereign AI across the Greater Bay Area, and buyers should now treat AI readiness, meaning liquid cooling, interconnection density, and built-in policy controls, as a procurement requirement rather than a road map item.

IDC Presentation: State of Agentic Commerce in EMEA

Cristiano Quattrini — Tue, 16 Jun 2026 04:00:00 GMT

This IDC Market Presentation examines the state of agentic commerce in EMEA, with a specific focus on how retailers are moving from broad GenAI experimentation toward more concrete agentic AI deployment and commerce execution in 2026. It highlights that investment momentum is no longer limited to customer-facing AI features, but is expanding across the enabling foundations of agentic commerce, including CDP, CRM, agentic data management, IAM, hybrid architecture, edge capabilities, and retail data security.

The analysis shows that EMEA retailers increasingly view agentic commerce as a data, identity, orchestration, and infrastructure challenge, rather than simply as an AI-powered shopping interface. While investment intentions are strong, execution remains selective and uneven. Most organizations are still operating at mid-level journey orchestration maturity, with the market progressing from AI-assisted discovery and personalization toward more advanced but still selective, autonomous delegation.

The presentation also compares the EMEA, Germany, and the U.K. retail markets in this context. Germany emerges as a market with relatively strong actual agentic AI investment and infrastructure readiness, but a more cautious approach to front-end commerce and CX stack expansion. This suggests a disciplined, staged adoption model focused on data control, governance, product information consistency, and operational resilience. The U.K., by contrast, shows a broader and more aggressive modernization agenda across commerce, CX, and architecture priorities. Overall, the presentation argues that scalable agentic commerce will depend less on isolated AI pilots and more on retailers’ ability to build trusted, secure, real-time, machine-readable commerce environments.

“Agentic commerce in EMEA should not be interpreted as an overnight shift to fully autonomous purchasing. The market is moving through a staged progression, from AI-assisted discovery, service, personalization, and orchestration toward selective delegation of commercial decisions. Retailers that will move fastest are not necessarily those experimenting most visibly with customer-facing agents, but those building the data, identity, security, and architecture foundations required to make autonomous commerce trusted, scalable, and operationally reliable,” said Cristiano Quattrini, senior associate advisor, IDC Retail Insights.

IDC Survey: Building Resilient Cloud and AI Strategies — The Critical Role of Skills in Europe's AI and Cloud Transformation

George Ayad — Tue, 16 Jun 2026 04:00:00 GMT

This IDC Survey examines how skills are shaping organizations' ability to align cloud and AI strategies across Europe. The findings show that skills shortages are no longer a secondary workforce issue: they are already affecting cloud value realization, AI-cloud alignment, modernization progress, and business outcomes. The research highlights that the most acute gaps are concentrated in AI and data analytics, agentic AI skills, and cloud security, while organizations are responding through modernization, upskilling, and more capability-led provider choices. The findings are based on IDC's Cloud Survey conducted in late 2025, surveying over 1,000 European organizations.

IDC Survey: Retail Technology Buyer Outlook on AI and Agentic, March 2026 — IDC's Future Enterprise Resiliency and Spending Survey Wave 1 and Wave 2, 2026

Ananda Chakravarty, Nigel Wallis — Tue, 16 Jun 2026 04:00:00 GMT

This IDC Survey presents results from IDC's 2026 Future Enterprise Resiliency and Spending Survey (FERS Survey) Wave 1 and Wave 2 with a specific focus on the retail industry. It provides insights into how retail organizations are addressing risks to IT spending, setting AI investment priorities, and adopting agentic technologies for 2026. The survey examines how IT leaders in retail measure the level of success in realizing benefits from AI initiatives, the extent of AI adoption, and their responses to technology providers' AI marketing messages.

"Retail organizations are rapidly deploying AI agents across multiple business areas, outpacing the global average, even amid recession concerns. This resilience signals a strategic shift: AI is now seen as essential infrastructure for navigating uncertainty, not a discretionary project," says Ananda Chakravarty, VP, Retail Insights, IDC. "Retail leaders are betting that AI-driven adaptability and risk management will be decisive in weathering economic shocks and supply chain disruptions. This mindset is redefining technology priorities, with AI and security now at the core of business continuity and future growth strategies, rather than peripheral innovation."