rsscloudcomputing

IDC Survey Spotlight: Which IaaS Networking Capabilities Are Influencing Hyperscale Cloud Provider Choice for AI Workloads?

Taranvir Singh — Mon, 16 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight offers insights into the most important IaaS networking capabilities that enterprises prioritize when choosing a cloud service provider for hosting AI workloads. These survey results are drawn from IDC's 2025 AI in Networking Special Report — a report driven by a worldwide survey of 500+ enterprise network executives and experts. The report covers both the impact and plans for supporting AI workloads across the network and using AI-powered networking solutions. The focus of this document is comprehensive, covering datacenters, cloud services, multicloud environments, network core and edge, and network management. While this IDC Survey Spotlight offers only a view into total responses, results are available by geographic region, select country, company size, major vertical industries, respondent role, and the AI maturity level of the respondent's organization.

"Enterprises increasingly prioritize IaaS networking capabilities that deliver high-speed connectivity and end-to-end security for their organization-specific AI use cases. This is essential to facilitate seamless AI-related data workflows across cloud and on-premises environments, particularly for tasks like data ingestion, model training, inferencing, and delivering results," notes Taranvir Singh, research manager, Cloud Networking Services at IDC. "As organizations advance their AI strategies, multiple other IaaS networking functions that either support AI workloads or augment with AI capabilities are increasingly influencing hyperscale cloud provider selection decisions."

Organizational Business Drivers for Utilizing Managed Cloud Services

David Tapper — Mon, 16 Feb 2026 05:00:00 GMT

This IDC Survey Spotlight highlights results from the following question posed to 1,503 respondents and firms with 1,000+ employees across multiple countries and industries, as part of IDC's 2025 Worldwide Managed Cloud View Survey: "Business drivers. Which two of the following does your company/organization believe are the primary business drivers in utilizing managed cloud services?" This IDC Survey Spotlight then assesses the impact of primary organizational business drivers for using managed cloud services on managed (service providers) SPs and highlights how managed SPs need to invest in knowledge of product life cycles, as well as in provisioning highly automated and integrated technology environments to support these organizational imperatives.

Connectivity Hub Profile: Frankfurt

Jan Hein Bakkers — Sat, 14 Feb 2026 05:00:00 GMT

This IDC Market Presentation analyzes the critical role of connectivity hubs in the digital ecosystem. It provides a detailed look at the developments in the Frankfurt region in terms of datacenters, cloud providers, Internet exchanges, and network infrastructure.

Five Key Trends in Telecom Network Infrastructure 2026

Ajeet Das — Sat, 14 Feb 2026 05:00:00 GMT

This IDC Market Presentation illustrates five key telecom network infrastructure trends expected to shape 2026. These trends are 5G SA expansion, cloud-native deployment, a ramp-up in 800G pluggable, a shift to 1.6T technology, and edge computing for AI.

IDC SaaS Provider Pulse Survey 2026

Frank Della Rosa — Sat, 14 Feb 2026 05:00:00 GMT

IDC SaaS Provider Pulse is a multi-country survey of 654 SaaS providers that examines how AI, platforms, marketplaces, and ecosystems are reshaping their businesses over the next 12–24 months. The research profiles respondents by geography, size, revenue, and vertical focus, then tracks how these providers are operationalizing agentic AI, mitigating risk, and evolving their go-to-market approach with cloud marketplaces and partner platforms. The study explores agentic AI maturity across embedded and native approaches, from early experimentation to strategic transformation, where agentic AI becomes central to product strategy and business value. The research also maps how SaaS providers are navigating verticalization and multi-agent architectures. Many serve multiple industries while only selectively specializing, creating a gap between broad reach and deep domain commitment.

Launch of AWS European Sovereign Cloud Is a Milestone Moment in Cloud History, But There Are Bumps Ahead

Rahiel Nasir, Massimiliano Claps, Carla Arend, Sarah Lee — Sat, 14 Feb 2026 05:00:00 GMT

This IDC Market Perspective follows the general availability of AWS European Sovereign Cloud (ESC), announced at a special launch event held on January 15, 2026, in Potsdam, Germany. It highlights the key features of the new offering and discusses the ramifications for the cloud market, Europe, and industry users.

“The launch of the AWS European Sovereign Cloud marks a significant step in addressing European demands for data sovereignty, compliance, and operational autonomy, offering EU-based governance, data residency, and advanced security. While it expands cloud options for regulated sectors and IP-sensitive industries, challenges remain around service parity, integration complexity, and satisfactorily addressing user concerns about extraterritorial data access. The ESC gives European organizations new options for greater data control, as long as they remain careful about workload placement and continue to evaluate the legal and operational risks involved,” said Rahiel Nasir, research director, European Cloud Practice, and lead analyst, Digital Sovereignty.

Digital Sovereignty Concerns Among EMEA IT Buyers: Considerations for SaaS Vendors

Bo Lykkegaard — Fri, 13 Feb 2026 05:00:00 GMT

This IDC Survey examines how digital sovereignty concerns are shaping cloud strategies, application placement decisions, and technology investment priorities. IDC surveyed IT decision-makers across EMEA in worldwide studies conducted in late 2025 and early 2026 to identify preferences and plans related to sovereign cloud adoption, regulatory drivers, workload migration patterns, and provider selection, with a specific focus on the implications for the SaaS applications market.

"Digital sovereignty in EMEA is not about migrating away from global cloud providers, but about reasserting control where it matters most," said Bo Lykkegaard, associate vice president, European Software Research at IDC. "Our research shows that sovereignty concerns are translating into concrete decisions around back-office SaaS applications, data management, and resilience, while global providers continue to play a central role through sovereignty-enhanced offerings. For software vendors, the challenge is not whether sovereignty matters, but how credibly it is embedded into application architecture, operations, and go-to-market strategy."

Edge ROI: Building the Business Case for Edge Investment

Jennifer Cooke — Thu, 12 Feb 2026 05:00:00 GMT

This IDC Market Perspective discusses the current state of edge project return on investment. It outlines how technology providers can help drive more investment and adoption with organizations by meeting their needs for expertise, affordability, and ability to scale.

"ROI discussions on edge projects need to go far deeper than simple cost and immediate return analysis. IT buyers need help proving that their solutions can move beyond successful proof of concept and have the ability to scale." — Jennifer Cooke, research director, Edge AI Strategies, IDC

IDC PlanScape: Unified AI Platform for Korea Organizations

Daeil Chun — Thu, 12 Feb 2026 05:00:00 GMT

본 보고서는 통합 AI 플랫폼 도입을 검토하는 조직을 위해 플랫폼 도입 이유(why), 구성 요소(what), 이해 관계자(who), 도입 방안 및 체크리스트(how) 등을 요약하여 조직의 AI 플랫폼 의사 결정을 위한 참고 자료로 활용될 수 있다.

Oracle FY 2Q26 Results: Strong Cloud Momentum Amid Heavy AI Infrastructure Investments

Tapan Patel, Devin Pratt, Dave McCarthy, Mickey North Rizza, Eric Newmark — Thu, 12 Feb 2026 05:00:00 GMT

This IDC Market Note provides a discussion of Oracle's FY 2Q26 earnings. Oracle reported total revenue of $16.1 billion (up 14% year over year [YoY]) and cloud revenue of $8.0 billion (up 34% in USD), with Oracle Cloud Infrastructure (OCI) revenue growing 68% (in USD) as demand for AI training capacity continued to outpace supply. Remaining performance obligations (RPOs) reached $523 billion (up 438% year over year), driven by large, long-duration AI infrastructure contracts that have not only locked in future demand but also necessitated a sharp increase in capital spending.

To support this backlog, Oracle raised its FY26 capital expenditure guidance to approximately $50 billion, resulting in negative free cash flow for the quarter and highlighting the rising execution risks associated with its massive infrastructure buildout. While the company saw continued momentum in its software business — with cloud database services growing 30% and steady adoption of multicloud and industry cloud offerings — the quarter's narrative was defined by the financial trade-off between securing a central role in the AI ecosystem and managing the significant capital intensity required to deliver on that ambition.