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2026年国内AIインフラおよびAI向けITインフラサービス市場動向分析：推論が主導する競争軸の転換

Yukihisa Hode, Shinya Kato, Mimei Ito — Fri, 13 Mar 2026 04:00:00 GMT

本調査レポートは、国内AI（Artificial Intelligence）インフラ（サーバー／ストレージ）市場と、AI向けITインフラサービス（構築／運用／保守サービス）市場を対象に市場予測を提供し、需要動向やベンダー動向を分析する。両市場に関する顧客タイプ別を含むセグメント別の市場予測、ユーザー調査に基づくAIインフラに対する需要分析、そして国内AIインフラ市場シェアや主要ベンダーの動向分析によって、国内AIインフラ市場の需要動向と競争環境の変化を明らかにする。そして、市場の変化を踏まえて、パートナーエコシステムなどの観点からITサプライヤーが両市場において市場機会を拡大するための提言を示す。

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AIインフラ市場は、国家戦略と企業競争力の強化に直結する重要な市場へと進化している。2026年は、学習中心の投資フェーズから、推論を軸とした社会実装フェーズへの転換点である。これに伴って、AIインフラは経済活動の高度化や中長期的な産業構造変革を支える国家的な基盤としての位置づけを強めていく。今後の競争軸は、AIインフラに関する包括的なポートフォリオ、新たなパートナーエコシステムの構築、そしてAIの本番実装に向けた変革支援能力である。これらを兼ね備えたITサプライヤーが、次の成長局面において市場の主導権を握る」と分析している。

European Commission Launches Cloud Sovereignty Framework

Rahiel Nasir — Thu, 12 Mar 2026 04:00:00 GMT

This IDC study discussed the European Commission’s Cloud Sovereignty Framework, which was released in October 2025. The framework establishes a set of eight sovereignty objectives for cloud service procurement in the EU. These objectives, which span strategic, legal, data, operational, supply chain, technology, security, and environmental sovereignty, aim to set clear benchmarks for what constitutes digital sovereignty within the region.

The framework introduces the Sovereignty Effectiveness Assurance Level (SEAL) and a Sovereignty Score, which make sovereignty a mandatory criterion in public procurement. Tenders failing to meet minimum assurance levels across all objectives are rejected, reinforcing the EU’s commitment to digital autonomy.

IDC views the framework as a good step in clarifying sovereignty requirements and providing much-needed benchmarking for sovereign cloud offerings. But we also raise some concerns about the practicality of some objectives; notably, “Environmental Sustainability Sovereignty,” which may be challenging for smaller providers to achieve, and the aspects of “Strategic Sovereignty” that call for “ownership stability.”

“Will this level the cloud playing field in Europe? If there are homegrown providers that can meet all eight objectives and win the most SEAL points, then it may be possible. But it may prove tricky. Furthermore, what the framework should also factor in are the breadth and range of services a provider has to offer, scalability, skills, innovation capabilities, and contribution to the local (digital) economy.” — Rahiel Nasir, research director, European cloud strategies and lead analyst, worldwide digital sovereignty, IDC

IDC Survey Spotlight: What's the Difference in Agentic AI Maturity Between Native AI and Embedded AI Providers?

Frank Della Rosa — Thu, 12 Mar 2026 04:00:00 GMT

This IDC Survey Spotlight presents results from IDC's January 2026 SaaS Provider Pulse Survey. It reveals that agentic AI adoption has entered a decisive phase. While most providers have moved beyond exploration, true differentiation emerges at the operationalization stage — where native AI strategies begin to outpace embedded approaches. The data signals a structural shift: agentic AI is no longer an enhancement layer but a core architectural decision shaping platform strategy, ecosystem positioning, and long-term competitive advantage. Providers that treat agentic AI as foundational infrastructure, not incremental functionality, will define the next generation of SaaS platforms.

IDC's Cloud Pulse, 4Q25: Executive Summary — Cloud Budgets and Spend

Rob Tiffany — Thu, 12 Mar 2026 04:00:00 GMT

This IDC Market Presentation is an executive summary of IDC's 4Q25 Cloud Pulse Survey findings. It covers growing ICT budgets, cloud and AI spending, the strong growth of private clouds, the most important players in cloud strategy, and where organizations overspent.

Magure's Perspective on Platformation of AI Solution Delivery

Melih Murat — Thu, 12 Mar 2026 04:00:00 GMT

This IDC Vendor Profile provides an in-depth look at Magure's go-to-market model, a UAE-headquartered AI company, and analyzes its transition from a technology services provider to an AI platform-based solution delivery company. It further details its services, AI platform capabilities, regional go-to-market approach, and strategic partnerships.

IDC Survey Spotlight: European Managed Service Providers and AI: Are They Leading or Lagging?

Francesca Ciarletta — Wed, 11 Mar 2026 04:00:00 GMT

This IDC Survey Spotlight analyzes the European managed services providers (MSPs) current AI business maturity according to IDC's maturity model framework. The analysis is based on the Europe, Middle East, and Africa (EMEA) Partners survey, which collected responses from 154 partners that identified their business model primarily as that of a managed service provider, conducted in August 2025.

Worldwide Carrier Multi-Access Edge Cloud Software Forecast, 2026–2030

Ajeet Das — Wed, 11 Mar 2026 04:00:00 GMT

This IDC presentation provides the five-year forecast for the carrier multi-access edge cloud software market. In 2026, multi-access edge computing (MEC) has transitioned from an experimental technology to the backbone of the global digital economy. Driven by the "perfect storm" of mature 5G standalone (SA) networks, the explosion of IoT, and the integration of edge AI, the carrier MEC edge software market is expanding at a CAGR of over 21%. By decentralizing data processing — moving it from distant cloud datacenters to the network's edge — MEC enables the sub-20ms latency required for the next generation of real-time applications.

"AI inferencing is now the primary catalyst for multi-access edge computing investment with nearly half of telcos prioritizing edge AI and momentum is surging in private deployments across the industrial and healthcare sectors. While infrastructure costs and energy efficiency remain hurdles, the demand for real-time intelligence is driving the next wave of MEC scaling." — Ajeet Das, research director, Telecom Infrastructure

Worldwide Generative AI Datacenter Ethernet Switching Forecast, 2026–2030

Paul Nicholson, Petr Jirovsky, Rohit Mehra — Wed, 11 Mar 2026 04:00:00 GMT

This IDC presentation forecasts and analyzes key trends impacting the worldwide market for generative AI datacenter Ethernet switching for the 2026–2030 period.

"AI continues to be a major catalyst for growth in hyperscalers and a key consideration for current and future enterprise spending." — Paul Nicholson, vice president, Cloud and Datacenter Networks, IDC

AI, Data Resiliency, and Business Outcomes Drive Digital Infrastructure Spending in 2026

Mary Johnston Turner — Tue, 10 Mar 2026 04:00:00 GMT

This IDC Survey provides key findings related to digital infrastructure spending priorities based on IDC's 2025 Future Enterprise Resiliency and Spending (FERS) Survey, Wave 10, based on responses from 879 decision-makers worldwide conducted in January 2026. It highlights how infrastructure priorities are evolving as buyers balance budget growth expectations with cost and compliance pressures and as AI and agents accelerate requirements for modernization.

"Digital infrastructure is expected to account for about one-third of overall enterprise AI spending in 2026," notes Mary Johnston Turner, research VP for Digital Infrastructure Strategies at IDC. "Enterprises expect to invest in a mix of new AI that optimizes computing and storage, as well as upgrades to datacenter networks and modernization of existing servers. They indicate they will prioritize data security and compliance in making deployment and investment decisions."

Cloud Security and Confidential Computing: Securing the AI-Driven Enterprise

Philip Bues — Tue, 10 Mar 2026 04:00:00 GMT

This IDC Perspective details how cloud security and confidential computing secure AI-driven enterprises. By integrating hardware-based attestation, isolation, and cloud security, vendors can protect AI and sensitive workloads across distributed environments. The evolution toward a trusted execution fabric unifies control, assurance, and continuity, enabling secure, data-centric business models. Suppliers who deliver scalable, interoperable solutions with proven outcomes will gain a decisive competitive advantage in the rapidly expanding market.