Google's Pixel Watch 5 is expected to retain the same proprietary charging system as the Pixel Watch 4, which uses side-mounted pins and requires a $30 dock, frustrating users who want universal wirel…
By 2029, IDC projects the number of actively deployed AI agents will exceed 1 billion worldwide, 40 times more than in 2025, performing 217 billion actions per day. Gartner forecasts global data cente…
Nvidia's latest AI GPU designs are now shipping to customers, and the company holds an estimated 80-81% share of the data-center AI GPU market, according to IDC data. The Rubin platform entered full p…
British semiconductor wafer manufacturer IQE has raised its full-year revenue growth forecast, citing stronger-than-expected first-half trading driven by demand for its compound semiconductor products…
Finland is emerging as one of Europe's fastest-growing data center markets, driven by AI demand, abundant renewable energy, and favorable policies, according to a report from DC Byte. The country's op…
ZTE showcased the NaviX Ultra at the World AI Conference in Shanghai, calling it the world's first agentic AI smartphone. The device, running ByteDance's Doubao AI agent, sold out its initial 30,000 u…
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…