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Google Cloud Next '24: IaaS Networking Advancing to Serve Heightened Intelligence, Integration, and Security Challenges

Taranvir Singh, Mark Leary — Wed, 08 May 2024 04:00:00 GMT

This IDC Market Note examines the movements of Google's IaaS networking services highlighted at the recently concluded Google Cloud Next 2024, held in Las Vegas. Further analysis of IDC learnings from this event are provided by IDC Links focused on optimizing infrastructure and datacenter networking. Google advanced its cross-cloud networking capabilities by introducing innovations in its Private Service Connect (PSC), Cloud Load Balancing, Cloud Service Mesh, and Cloud Next-Gen Firewall Enterprise services. These enhancements in Google's existing IaaS networking services are aimed at simplifying connectivity and optimizing network performance for modern application workloads such as GenAI. In addition, it introduced AI-enabled chat assistance through Gemini Cloud Assist, providing insights for network design, operations, and optimizations, marking a significant advancement in intelligent network operations and management.

2024年国内Data Platform運用の実態と課題

Yasusuke Suzuki — Tue, 07 May 2024 04:00:00 GMT

AI技術が企業のデータ活用を大きく進化させる可能性を見せている中で、データ運用管理に携わる担当者や責任者は、日々の業務を抱えながら、組織のデータ利用の競争力を高めるための運用改革にも向き合っている。本調査レポートは、国内企業のデータ基盤の運用実務者が、どのように近年の技術進化を取り入れ、高度化するビジネスニーズに対応しているのか、その実態を調査することで、データプラットフォームソリューションの効果的な訴求方法やニーズの高いユーザーセグメントを明確化することを目的にしている。

IBM Maintains Momentum and Extends Its Hybrid Cloud and Automation Reach as AI Becomes the Next Strategic Workload

Rick Villars, Robert Parker, Ritu Jyoti, Jason Bremner, Stephen Elliot — Tue, 07 May 2024 04:00:00 GMT

IBM's earnings release for 1Q24 reported revenue of $14.5 billion (+3% y/y @ cc, +1% y/y as reported) – the balance of this document will use constant currency growth unless otherwise noted. IBM generated free cash flow of $1.9 billion for the quarter. Concurrent with its earnings release, IBM announced its intent to acquire HashiCorp Inc., a provider of multicloud infrastructure automation software, for $6.4 billion. IBM expects to close by the end of 2024, with HashiCorp operating as a division inside IBM.

Other important company metrics align with the currently positive, but uncertain outlook for 2024. Consulting signings were up 4% y/y, which yielded a current annual book to bill ratio of 1.15. Annual recurring revenue (ARR) on the software-side ARR (after removing The Weather Company and security services that were sold during the quarter) is now $13.9 billion, up over 8% y/y. In comments on the AI Pivot, CEO Arvind Krishna reported, "Book of business related to watsonx and generative AI (since launching in May 2023) is greater than $1 billion, with sequential quarter-over-quarter growth. Like last quarter, this remains heavily weighted toward consulting."

Managed Hybrid Cloud Services Buyer Needs and Requirements

David Tapper — Tue, 07 May 2024 04:00:00 GMT

This IDC Market Perspective provides insight into the value enterprises place on using private and public clouds as part of hybrid cloud engagements and as part of using managed cloud services. This document also provides a strategy for managed service providers (SPs) in creating an optimal model for hybrid cloud that can support critical customer requirements when utilizing these services.

"The combination of enterprises utilizing hybrid clouds to meet an array of business and IT needs as part of managed cloud services with increased competitive pressures from cloud service providers' ability to provision their own hybrid clouds is placing pressure on managed SPs to deliver an optimized hybrid cloud set of capabilities," says David Tapper, program VP, Outsourcing and Managed Cloud Services at IDC. "Optimizing opportunities with managed cloud services that support provisioning of hybrid clouds will require managed SPs to develop a value proposition that emphasizes an end-to-end, pay-as-you-go hybrid cloud service; build a delivery infrastructure for the private cloud portion of hybrid cloud by creating a private landing zone structure that provisions a pool of common private cloud infrastructure; ensure operational excellence of hybrid clouds through deployment of a business operations center and multicloud management platform; establish critical partnerships involving public cloud providers, OEMs, and colocation (hosting) providers; and enable use of key technologies and capabilities such as IoT, 5G, sovereign cloud, and edge computing as part of hybrid clouds."

Oracle Hospitality Summit 2024: As Hospitality Shifts to the Cloud, Oracle Seizes Innovation and Integration Momentum for a Unified Hospitality Platform

Dorothy Creamer — Tue, 07 May 2024 04:00:00 GMT

This IDC Perspective highlights the key announcements and top trends discussed during the 2024 Oracle Hospitality Summit which was held on April 8–11 at the Loews Resort in Orlando, Florida. The event marked a significant moment for the hospitality industry's shift toward cloud-based solutions and integrated platforms. With attendees from 252 Oracle customers including hotels, brands, and real estate investment trusts (REITs), the event showcased Oracle's commitment to innovation, integration, and customer service in the hospitality sector. Key announcements and trends from the summit emphasized Oracle's focus on removing business friction, deepening product integration, and enhancing customer loyalty through its Oracle OPERA Cloud and Oracle Hospitality Integration Platform (OHIP).

"The hospitality industry is at an inflection point. There is a drive to innovate and a willingness to reimagine business strategies to drive revenue but hoteliers often feel that current ecosystems are not built for how hospitality organizations operate," says Dorothy Creamer, senior research manager, Hospitality and Travel Digital Strategies at IDC. "The Oracle Hospitality Summit presented a road map for customers and partners on what the future of hospitality can and should look like with robust integration strategies and embedded innovation and security. Oracle offered insights into its strategies and offerings to strengthen its position as a partner for all segments and sizes of hospitality while leveraging strength from the broader Oracle portfolio."

The Rising Value of Co-Creation Activities in Optimizing Vendor-Carrier Relationships Within Complex Ecosystems

Josh Budd, Andreas Storz, Stuart Wilson — Tue, 07 May 2024 04:00:00 GMT

This IDC Market Perspective analyzes the engagement model between technology vendors Cisco and Dell and telecom operators with a focus on co-creation activities. It explores how technology vendors support, engage, and interact with telecom operators to optimize these relationships and how this type of collaboration integrates alongside wider partner engagement frameworks and ecosystem strategies.

"Building and maintaining co-creation teams and resources is an indirect investment that major infrastructure and networking vendors are utilizing to drive pull through sales of solutions and services into telecom operators based on mutually beneficial business outcomes," said Stuart Wilson, senior research director, EMEA Partnering Ecosystems at IDC.

UAE Channel Partner Trends and Key Developments, 2024 – Part 1: Partner Business Model Evolution

Melih Murat — Tue, 07 May 2024 04:00:00 GMT

This IDC Market Presentation, which is the first of three reports, provides key insights into channel partner ecosystem developments and trends in the UAE. The presentation is based on IDC’s 2023 Europe, the Middle East, and Africa (EMEA) Channel Partner Survey. The survey polled 1,002 channel partners across EMEA, 40 of which were from the UAE.

The key themes covered in the Channel Partner Survey are outlined below:

Market forces that shape partner strategies
Partner product/services portfolio strategies
Business performance and health indicators
Go-to-market strategies and business development activities
Cloud maturity and cloud marketplace participation
Partner transformation and investment priorities
Vendor relationships, partnering strategies, and partnership commitment levels
Partnership value metrics and partner program needs

This first report focuses on the evolution of the UAE channel partner business model. It highlights the key market forces shaping the strategies and product/service portfolios of channel partners, with a specific focus on cloud-related opportunities.

BC/DR for Cloud-First/Hybrid Cloud Environments

Dr. Ken Knapton — Mon, 06 May 2024 04:00:00 GMT

This IDC Perspective discusses business continuity (BC) and disaster recovery (DR) for cloud-first and hybrid cloud environments.

Migrating systems, data, and workflows to the cloud remains a primary component of digital transformation and infrastructure modernization efforts. Companies migrating to the cloud are primarily doing so in a hybrid cloud model. Overall, digital resilience is heavily impacted by data resilience, which defines all the capabilities around the ingestion, storage, processing, recoverability, and presentation of data. As organizations leverage both on-premises and cloud resources in a hybrid environment, the need for an effective DR strategy becomes an even more critical aspect of a data resilience plan. However, navigating the intricacies of DR implementation in a hybrid cloud environment poses several challenges. Redundancy is a key capability for business continuity, while recovery is critical to DR stability. Both are critical and should not be conflated in a cloud environment. Recent IDC studies reveal that organizations may include a redundancy strategy in their cloud architecture while postponing the recovery strategy, thus creating risk for the organization. This is especially concerning when considering the risk of exposure to ransomware attacks. Digital resilience, data resilience, and data security are all critical components of a hybrid cloud architecture.

"The concepts of digital resilience, data resilience, and data security are very closely related," says Dr. Ken Knapton, adjunct research advisor for IDC's IT Executive Programs (IEP). "Defining clear strategies that combine air-gapped and immutable backups with operational data redundancy is essential in a cloud-first or hybrid cloud DR plan."

IDC：汽车行业进入智能化“内卷”，汽车云市场增速维持高位

Mon, 06 May 2024 04:00:00 GMT

北京，2024年5月7日——国际数据公司（IDC）最新发布的《中国汽车云市场（2023下半年）跟踪》报告显示，2023下半年中国汽车云市场整体规模达到53.5亿元人民币，同比增长35.2%。其中基础设施市场规模为31.6亿元人民币，同比增长43.8%；解决方案市场规模为21.9亿元人民币，同比增长24.5%。

Preference for Flexible Consumption of Dedicated GenAI Infrastructure

Lara Greden — Mon, 06 May 2024 04:00:00 GMT

This IDC Market Note draws from recent IDC survey data covering trends for acquiring on-premises, dedicated IT infrastructure for GenAI in as-a-service (XaaS), flexible consumption models. GenAI workloads are being deployed across a mix of cloud, on-premises, colocation, and edge locations, requiring compute, storage, and networking infrastructure.