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AI and Cloud Connectivity — Impact on Networking and Connectivity Investments

Paul Hughes — Thu, 11 Jun 2026 04:00:00 GMT

This IDC Perspective examines how the rapid growth of AI workloads is reshaping enterprise network infrastructure requirements and connectivity investment priorities. Drawing on IDC's 2025 Enterprise Connectivity Infrastructure and Services Survey, the report shows that bandwidth demand is accelerating across all industries, AI traffic is on track to overtake traditional network traffic by 2027–2028, and enterprises are already increasing investment in SD-WAN, network-as-a-service (NaaS), edge computing, and cloud interconnect. This document also identifies vertical-specific connectivity requirements across financial services, healthcare, retail, manufacturing, and the public sector, and provides actionable guidance for technology buyers and suppliers navigating the AI connectivity imperative.

"AI does not exist without connectivity. As enterprises accelerate their AI road maps, the network is no longer an infrastructure but is considered a strategic asset. Enterprises that align their connectivity strategy with their AI ambitions today will be the ones that deliver on the promise of AI tomorrow," says Paul Hughes, research director, IDC.

AWS Summit London: Focus on Agentic AI Acceleration, Sovereign Cloud, and Application Modernization

Thu, 11 Jun 2026 04:00:00 GMT

This IDC Market Perspective analyzes the key announcements from the AWS Summit London 2026, where AWS presented a unified strategy linking agentic AI acceleration, full-stack sovereignty, and application modernization to Europe’s core adoption barriers. The document assesses AWS’ vertically integrated AI stack from Trainium silicon through Bedrock AgentCore to consumption-layer tools, the general availability of the European Sovereign Cloud as a separate partition under German legal entities, and the repositioning of AWS Transform as an agentic modernization factory. It evaluates the implications for European enterprises navigating skills shortages, absent AI budgets, and compliance-heavy spending, and provides actionable recommendations across AI go to market, sovereign cloud execution, modernization strategy, workforce readiness, and data maturity.

“AWS’ diagnosis of the European market is well calibrated: The providers that win the next adoption wave will be the ones that solve for value capture, not access. The shift from experimentation to embedded, governed AI at scale is the defining challenge, and AWS’ composability and ecosystem reach give the company a credible path to unlock that transition.” — Carla Arend, AVP, Cloud Infrastructure and Services, IDC.

IDC Market Glance: Agentic AI Tools and Technologies for National Civilian Government, 2Q26

Massimiliano Claps — Thu, 11 Jun 2026 04:00:00 GMT

This IDC Market Glance illustrates how to achieve agentic AI deployments and outcomes at scale. Governments need to combine solutions and expertise provided by multiple vendors, such as global platform vendors (e.g., AWS, Microsoft, Google, Palantir, Salesforce, and ServiceNow), AI model providers (e.g., OpenAI, Anthropic, and Meta), government specialty solution vendors (e.g., LexisNexis and Fast Enterprise), systems integrators (e.g., Booz Allen, Leidos, Accenture, SAIC, GDIT, and IBM), and agentic AI orchestration and governance specialists (e.g., Langchain and Credo AI).

IDC Survey Spotlight: Is A Dedicated (Private) Cloud the Best Option for a Sovereign Cloud?

Rahiel Nasir — Thu, 11 Jun 2026 04:00:00 GMT

This IDC Survey Spotlight examines where organizations primarily store data classified as high or medium sensitivity today and where they expect to store it over the next 12 months, including the role of dedicated infrastructure, shared-tenancy offerings, and sovereign cloud in sensitive data placement strategies. The data is derived from IDC's Digital Sovereignty Survey 2025, conducted in July 2025 among 950 organizations globally.

Navigating the Specialized Cloud Services (Neocloud) Decision: Strategic Guidance for Enterprise AI Infrastructure

Christopher Tozzi — Thu, 11 Jun 2026 04:00:00 GMT

This IDC Perspective provides guidance on navigating the specialized cloud services (aka neoclouds) decision. Specialized cloud services offer a significant opportunity to deploy AI workloads at a cost that is generally lower than the price of equivalent infrastructure in other types of clouds. But it’s critical for enterprises to weigh more than cost alone when considering specialized cloud services. Other essential factors include the location of specialized cloud services datacenters (which bears implications for compliance and performance), the importance of operating AI and non-AI workloads in the same environment, and uncertainty about the medium- and long-term status of some specialized cloud services platforms. Strategic decisions about whether and how to use neoclouds should reflect all of these considerations.

“There is little disputing that specialized cloud services offer attractive pricing for AI infrastructure,” says Chris Tozzi, adjunct research advisor with IDC’s IT Executive Programs (IEP). “But determining whether they are the best overall fit for enterprise AI deployment requires thinking about the big picture, not just pricing.”

市场份额：中国人工智能加速卡市场份额，2025

Yunlong Du — Thu, 11 Jun 2026 04:00:00 GMT

本IDC研究分析了2025年中国人工智能加速卡市场中领先供应商的市场份额。2025年加速卡市场按出货量计算同比增长47%。目前，GPU加速卡仍占据主导地位，市场份额达66%。非GPU加速卡的增长同样不容小觑，其占比已从2024年的28%升至34%，预计未来这一份额还将持续扩大。

IDC中国AI基础架构市场分析师杜昀龙表示：“当前AI芯片市场进入推理算力主导阶段，行业规模稳步扩容。训练芯片依旧高度集中，推理端专用芯片快速崛起，市场格局呈现一超多元态势。技术层面，Chiplet先进封装、HBM存储、液冷散热成为核心发展方向，ARM 架构占比持续攀升。中国本土芯片企业依托推理、中端场景加速实现替代突破，但仍受制程、软件生态制约。供应链供需偏紧叠加地缘因素带来不确定性，行业竞争加剧，后续算力商业化落地、技术迭代与本土化进程将成为市场核心看点。”

2026年国内ハイパースケールデータセンターの需給動向

Mimei Ito — Wed, 10 Jun 2026 04:00:00 GMT

本調査レポートは、国内ハイパースケールデータセンター（DC）市場の電力キャパシティの需給動向を分析するものである。供給量、需要量の2030年までの予測、および需要量については2046年までの長期予測も行っている。

「国内ハイパースケールDC市場の最大の制約は、もはや用地ではなく電力である。電力を迅速に確保できる立地をいかに押さえ、省エネ強化と再エネ利用などで社会的受容性を高められるかが、今後の競争力を左右する」とIDC Japan、Software & Services, IT Spendingのリサーチマネージャーである伊藤未明は述べている。

AWS APAC Analyst Forum 2026: The Agent-First Enterprise — Production AI, Sovereign Choice, and Partner-Led Growth in Asia/Pacific

Rajiv Ranjan, Shashank Nigam, Supriya Deka, Vinay Gupta — Wed, 10 Jun 2026 04:00:00 GMT

In this Market Note, IDC shares key insights from its participation at the AWS APAC Analyst Forum 2026, held alongside the AWS Summit in Singapore on 5–6 May 2026, where AWS set out its Asia/Pacific direction for the agentic AI era. The discussions spanned production-grade AI agents through Amazon Bedrock AgentCore, Kiro, and a new class of Frontier Agents; custom silicon and infrastructure investment at scale; AWS Transform for legacy modernization; a graduated digital sovereignty architecture from Regions to Dedicated Local Zones; and a deepening "Partners Everywhere" channel motion anchored by AWS Marketplace. IDC examines how AWS is shifting from a cloud infrastructure leader to an agent-first platform operator, assesses the implications for enterprise AI adoption, sovereign deployment, and partner economics across Asia/Pacific's diverse markets, and identifies where AWS still needs to translate platform leadership into regional execution.

IDC MarketScape: Worldwide Network Consulting Services 2026 Vendor Assessment

Leslie Rosenberg, Chris Barnard, Bruno Teyton — Wed, 10 Jun 2026 04:00:00 GMT

This IDC study uses the IDC MarketScape model to provide an assessment of several providers participating in the worldwide network consulting services market for 2026. IDC MarketScape is an evaluation based on a comprehensive framework and a set of parameters that assesses providers relative to one another and to those factors expected to be most conducive to success in each market in both the short term and the long term. The document highlights the importance of new defining thought leadership and delivery best practices for mature as well as emerging networking technologies alike. It also provides an assessment of various network consulting services firms, their strengths, challenges, and when to consider them.

"As enterprises navigate rising architectural complexity, accelerating digital transformation, and persistent skills gaps across multivendor environments, network consulting services have become an essential strategic lever — enabling organizations to accelerate transformation timelines, reduce technical debt, and align infrastructure investments directly to outcomes," states Leslie Rosenberg, research vice president, Network Life Cycle and Infrastructure Services, IDC. "IT buyers that effectively engage network consulting firms report meaningful progress in designing AI-ready infrastructure, modernizing legacy networks, and building the frameworks needed to sustain long-term operational resilience."

Sovereign Cloud in Europe, 2026: Market Update

Rahiel Nasir — Wed, 10 Jun 2026 04:00:00 GMT

This IDC Market Presentation shows how interest in sovereign cloud continues to expand across all industry sectors in Europe.

Using data from IDC’s Worldwide Digital Sovereignty Survey 2025 (released in June 2025), it describes Europe’s current sovereign cloud environment, taking into account the geopolitical and economic uncertainties since the beginning of 2025, which continue to impact IT decisions.