Dell Technologies captured 31.2% of the external enterprise storage market in Q1 2026, growing 40.8% year-over-year and outselling the rest of IDC's top five vendors combined, according to IDC's World…
Gartner warns that up to $234 billion in enterprise application software spending is at risk from agentic AI arbitrage by 2030, but analyst IDC's Shannon Kalvar says 'the SaaS apocalypse is overrated'…
Gartner warns that up to $234 billion in enterprise application software spending is at risk from agentic AI arbitrage by 2030, but IDC research director Shannon Kalvar says 'the SaaS apocalypse is ov…
More than one billion AI agents are expected by 2029, according to IDC, and organizations must secure their infrastructure layer to withstand threats from frontier models. IBM's infrastructure securit…
Enterprise AI initiatives are stalling not because of insufficient compute power but because of data-delivery bottlenecks in the infrastructure moving data between storage and GPU clusters, according …
OpenAI's plan to launch a humanlike rechargeable smart speaker in 2026 enters a declining market, with IDC data showing smart speaker shipments fell 16.3% in 2023, 11.8% in 2024, and an estimated 9.6%…
A new IDC survey sponsored by Google Cloud finds that networking infrastructure is a primary bottleneck for enterprises moving agentic AI from pilot to production, with 32.6% of respondents citing sec…
Google has been named a Leader in the 2026 IDC MarketScape for Worldwide Foundation Model Software, highlighting its integrated AI stack and enterprise-focused approach. The company attributes the rec…
IBM shares plunged 23% on Tuesday after the company warned second-quarter revenue and earnings would miss Wall Street expectations, citing customers shifting spending to secure supply-constrained infr…
The AI boom has broken the memory market's boom-bust cycle, with DRAM and NAND prices soaring instead of falling, and IDC does not expect relief until 2028. SK Hynix and Micron have tripled revenues i…
Data center hardware vendors are investing across networking, memory, CPUs, orchestration software, and chip design to improve utilization and remove bottlenecks in AI infrastructure, according to Dat…
Memory giants SK Hynix, Micron, and Samsung are experiencing record revenue growth driven by AI demand for high-bandwidth memory, but the boom risks a future bust cycle as massive fab investments take…
Kyndryl and Amazon Web Services expanded their partnership on June 18, 2026, to accelerate agentic AI deployment and modernize enterprise workloads on AWS. AWS will invest in Kyndryl's AI expertise an…
Apple faces rising costs as an AI-driven memory shortage reshapes hardware markets, with data centers expected to consume 70% of high-end memory supply by 2026. PC shipments fell 5% in Q2 2026 as memo…
The bill of materials for the iPhone 18 Pro Max is expected to rise by nearly $300 compared to the iPhone 17 Pro Max, driven by a memory chip shortage linked to AI hardware demand and Apple's shift to…
Crusoe launched serverless fine-tuning and inference services on its Intelligence Foundry platform, enabling enterprise AI teams to customize open-weight models without managing GPU infrastructure. Th…
Global PC shipments fell 3.6% in Q2 2026 to 65.7 million units, the first decline in two years, as soaring memory chip prices driven by AI data center demand pushed device makers to raise prices by 20…
A new Omdia report warns that memory costs driven by AI infrastructure demand will reduce the number of smartphones priced under $400 by 22% through 2027, hitting budget-conscious consumers hardest. C…
PC shipments fell 5% year-over-year in Q2 2026 to 68.2 million units, the first decline after nine consecutive quarters of growth, driven by an AI-fueled memory chip shortage, according to IDC. Smalle…
Samsung Electronics expects a 19-fold jump in quarterly operating profits to 89.4tn won, driven by surging demand for AI memory chips. The company's earnings guidance for April-June marks its third co…