Investment Research Team

Kevin Kane

GVP/GM Research, Tech Investor

Michael Hennessey

Group Vice President, Investment Research

Doug Bell

Research Vice President, Investment Research

Meaghan Drennen

Research Director, Investment Research

Ashish Nadkarni

Group Vice President and General Manager, Worldwide Infrastructure Research

New Research


  • By: 

    • Philip Carter Loading
    • Robert Parker Loading
    • Brian E. Clarke Loading
    • Chris Murphy Loading
    • Teodora Siman Loading
    • Elaina Stergiades Loading
    • Mark Thomason Loading
    • Ashish Nadkarni Loading
    • Ritu Jyoti Loading
    本IDC看法将详细探讨生成式AI(GenAI)定价模式,为IT和采购人员针对各类GenAI部署场景制定预算提供参考。由于各个技术堆栈间的相互依赖关系,生成式AI的定价格局非常复杂。此外,GenAI市场相对较新,意味着套餐方案和价格都在迅速变动,会引起一定程度的市场波动,难以制定规划或预算。率先推出AI技术的供应商采用了低折扣策略,表明定价模式还有待提升。建议企业对非关键场景采取谨慎的“观望”态度。随着市场的不断发展,企业应根据灵活性、透明度和可及性来评估提供商,综合考量各种定...
  • By: 

    • Dave McCarthy Loading
    • Jasdeep Singh Loading
    • Ashish Nadkarni Loading
    This IDC study provides a detailed taxonomy for the public cloud infrastructure as a service (IaaS) market. The scope of this document includes public cloud compute and storage services only."Public cloud IaaS will play a significant role i...
  • By: 

    • Chris Drake Loading
    • Kuba Stolarski Loading
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    • Leon Kao Loading
    This IDC Market Note highlights the major announcements and demonstrations by datacenter infrastructure solution providers at Computex 2024 at Taipei Nangang Exhibition Center 1 and 2, in Taiwan. The vendor announcements and demos were spec...
  • By: 

    • Mary Johnston Turner Loading
    • Matthew Eastwood Loading
    • Stephen Elliot Loading
    • Rohit Mehra Loading
    • Ashish Nadkarni Loading
    • Vijay Bhagavath Loading
    • Andrew Buss Loading
    • Jennifer Cooke Loading
    • Pietro Delai Loading
    • Phil Goodwin Loading
    • Sean Graham Loading
    • Lara Greden Loading
    • Shahin Hashim Loading
    • Yukihisa Hode Loading
    • Jevin Jensen Loading
    • Mark Leary Loading
    • Penny Madsen Loading
    • Dave McCarthy Loading
    • Susan G. Middleton
    • Jeff Newton Loading
    • Dave Pearson Loading
    • Max Pepper Loading
    • Simon Piff Loading
    • Peter Rutten Loading
    • Madhumitha Sathish Loading
    • Carol Sliwa Loading
    • Kuba Stolarski Loading
    • Archana Venkatraman Loading
    • Rick Villars Loading
    • Heather West, PhD Loading
    • Natalya Yezhkova Loading
    本調査レポートでは、2024年に更新されたIDCの「Future of Digital Infrastructure」フレームワークについて説明する。このフレームワークは、デジタルインフラストラクチャ環境全体に渡る新たなイノベーションと破壊的変化が、今後数年間でどのように競争上の優位性を獲得するための重要な機会をもたらすかについて、企業の意思決定者に最新の見解を提供する。このフレームワークは、重要なコンピューティング、ストレージ、エッジ、ネットワーク、管理運用テクノロジーとパ...
  • By: 

    • Chris Drake Loading
    • Kuba Stolarski Loading
    • Peter Rutten Loading
    • Natalya Yezhkova Loading
    • Ashish Nadkarni Loading
    • Leon Kao Loading
    • Dave Pearson Loading
    This IDC study is a refresh of IDC's worldwide accelerated computing taxonomy last published in 2019. It builds on the foundational segmentations and adds a more comprehensive approach to mapping use cases to the accelerator type."We are se...
  • By: 

    • Madhumitha Sathish Loading
    • Peter Rutten Loading
    • Ashish Nadkarni Loading
    This IDC Market Note discusses some highlights from the NVIDIA GTC 2024 event held March 18-21. From calling out the NVIDIA-powered generative AI datacenters as AI factories and new revenue generators of the future, the event's plethora of ...
  • By: 

    • Max Pepper Loading
    • Penny Madsen Loading
    • Ashish Nadkarni Loading
    • Natalya Yezhkova Loading
    • Greg Macatee Loading
    • Kuba Stolarski Loading
    • Johnny Yu Loading
    This IDC Market Perspective provides an update on what defines an application as being cloud native from an infrastructure perspective. As cloud-native technology continues to grow in popularity, it is important to understand the main chara...
  • By: 

    • Kuba Stolarski Loading
    • Chris Drake Loading
    • Ashish Nadkarni Loading
    • Peter Rutten Loading
    This IDC study provides a comprehensive overview of and definitions for the compute infrastructure market in the context of IDC's Computing Systems, Platforms and Technologies CIS as well as the Quarterly Server Tracker. The definitions pro...
  • By: 

    • Stewart Bond Loading
    • Archana Venkatraman Loading
    • David Wallace
    • Jebin George Loading
    • Ashish Nadkarni Loading
    This IDC PlanScape discusses the importance of data governance in the context of generative AI (GenAI). It highlights the need for a disciplined approach to leverage GenAI in organizations, addressing concerns about data control, infrastruc...
  • By: 

    • Kuba Stolarski Loading
    • Ashish Nadkarni Loading
    This IDC Survey Spotlight provides a perspective on how IT buyers are evaluating function accelerators for their infrastructure in the next 12–24 months. With Broadcom (VMware) now providing native supporting several DPUs in vSphere cost no...

  • 1 to 10 of 63 results | Next› | Last»