IDC

Your Next Move: It’s Time to Capitalize on Marketing Your AI

“Everything, Everywhere, All at Once” isn’t just a movie; it’s an apt description of the place of AI in the world today. No matter where you look, AI has infiltrated every aspect of work and play. You have it in your products. Your competitors have it in theirs. How can you navigate and better understand this big market shift? What was once a bold product differentiator has become the baseline for attracting today’s digitally fluent tech buyers. Buyers who, in turn, are leveraging AI to search, compare, and choose vendors faster than ever. In fact, as of 2024, 74% of B2B tech buyers say they plan to buy more through eCommerce and engage less with sales reps over the next three years, up from 56% in 2019. As AI pushes this evolution even further, 70% of U.S. B2B buyers will rely on GenAI tools throughout their buying process by 2028. This evolving behavior is rewriting the product marketing playbook. Effective marketing has always been about strong positioning and creating real demand in the marketplace. If you can’t clearly communicate how your AI solution outpaces the rest, someone else will – and your C-suite knows it. The pressure to differentiate your AI is landing squarely on marketing’s shoulders. In an AI-saturated market, the question isn’t “Who has AI?” It’s “Who markets it better?” The Pressure Cascade: What Today’s Marketing Leaders Are Up Against Thirty-nine percent of executives expect CMOs and their teams to develop a new strategy for customer acquisitions in the next 12 to 18 months, according to IDC’s 2024 Worldwide CMO Priorities Study. Similarly, 31% of executives expect marketing to optimize costs and improve marketing ROI. C-suite leaders are raising the bar internally for marketing performance. In other words, CEOs, CFOs, and CIOs/CTOs now expect CMOs to own growth, ROI, and technology alignment. As the bar continues to rise, CMOs are pushing their teams harder to deliver more, faster, and with a measurable impact. This mounting set of expectations is what we call the Pressure Cascade. Without intervention, it overwhelms strategy, fractures execution, and stalls growth. Overcome the pressure with this eBook – Leading through Change: Capitalizing on Growth in the AI Technology Shift How Executive Expectations Are Reshaping Marketing Each executive brings a unique perspective to the table, and understanding their individual viewpoints is crucial for marketing teams to align, adapt, and lead effectively. CEO: “Marketing needs to show how we’re leveraging AI to evolve the business, not just the brand.” Takeaway: Marketing must lead the charge in transforming how the business shows up in the market, delivering business evolution that signals leadership and competitive strength. CFO: “If we’re investing in AI tools and content, I need proof that it’s tied to real opportunity and growth.” Takeaway: ROI is under the microscope. Marketing must prove how AI-enabled products generate revenue, reduce inefficiencies, and create measurable business value. CTO: “Marketing must accurately communicate the business value of our AI capabilities to the market.” Takeaway: Tech credibility matters. Marketing must translate complex AI capabilities into clear, trustworthy messaging that aligns internally with the technology roadmap and differentiates the business externally. In short: your CEO wants innovation, your CFO wants proof, and your CTO wants alignment. Learn about Marketing’s expanding role in the infographic – Rise of the Chief Market Officer What’s at Stake? AI has transformed your product, your buyer, and your internal expectations. And yet, many go-to-market (GTM) strategies haven’t caught up. When marketing fails to reflect this shift, the ramifications are real: campaigns stall, budgets shrink, strategies shift, and competitors with a differentiated AI value proposition surge ahead. Where CMOs Go from Here: Turning Pressure Into Performance CMOs are reframing internal conversations to reflect the new stakes, asking more urgent questions of their teams: “Where’s the real market data, not assumptions?” “How are our competitors using AI and how do we beat them?” “What’s the story that proves we’re ahead of the curve?” “What do our buyers really want and need?” These aren’t rhetorical questions. They point directly to the biggest barriers many marketing teams face today: Data gaps Too many strategies are still built on outdated assumptions or incomplete insights. Without reliable, real-time data, many marketing initiatives stall before they start. Competitive positioning As more companies adopt AI, differentiation becomes more difficult and more urgent. Being a fast follower isn’t enough when the C-suite expects marketing to lead. Narrative clarity Without a clear, compelling story that connects your product to business outcomes, even the most advanced capabilities fail to inspire confidence both internally and externally. This isn’t just about having AI. It’s about rewiring your GTM strategy to be insight-led, execution-focused, and ROI-driven. Surface-level product claims, vague positioning, and outdated assumptions don’t cut it when AI-savvy buyers and executive pressure leave no room for error. Your Next Move For CMOs ready to act, the upside is real. When marketed effectively, AI becomes a force multiplier: Enable smarter decision-making with predictive, real-time insights. Position your AI capabilities as a lasting competitive edge Build internal and external trust through a credible, future-facing narrative. Easing the Pressure Cascade is the key to capitalizing on the AI tech shift. Need resources to navigate the AI technology shift? Visit our dedicated resource center. Ease the Pressure Cascade With Trusted Tech Intelligence To navigate and understand big market shifts like AI, CMOs need research-backed technology intelligence.  Access to analysis and insights grounded in real buyer data, peer benchmarks, and industry-wide trends enables CMOs and their teams to make evidence-based decisions.  Here’s how data can fuel the right decisions for your company: Turn insights into action. Align on what matters most and take action with confidence. Inform competitive positioning. Understand how your competitors are using AI and where you can outpace them. Craft a future-forward narrative. Articulate a compelling story that resonates with buyers and stakeholders alike. Without trusted intelligence, the Pressure Cascade becomes a drag on execution and morale. With the right data and partners, it becomes your launchpad to lead change,

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Channel Partner Perceptions of SIEM Vendors’ Channel Support

Large Cloud Providers are Supercharging Support for Security Channel In the ever-evolving realm of cybersecurity, we are seeing exciting changes in how top vendors are supporting their channel partners. Many cybersecurity channel partners have noticed that major cloud providers are ramping up their channel support teams more quickly than other SIEM vendors. As Google and Microsoft boost their channel support, they are transforming the security landscape. Meanwhile, customers are observing a steadier pace of change in channel support staff among other SIEM vendors. Tech Titans Turned Cyber Stars: Google and Microsoft’s SIEM Surge Channel partners are increasingly recognizing Google and Microsoft for their efforts in enhancing channel support among vendors offering SIEM solutions. While these tech giants have traditionally been recognized by the channel as leaders in software, search, and cloud services, their role in the cybersecurity market, including SIEM, is evolving. Senior security channel executives are now viewing them as key players in cybersecurity. Historically, the responsibility for Microsoft and Google within channel organizations has not been with the security business unit. Similarly, their initial successes in the security sector were often add-on deals, with account management handled by channel staff outside the dedicated security sales team. Google’s Security Renaissance: Mandiant Magic and Channel Opportunities Google’s acquisition of Mandiant has reignited its focus on security, boosting customer awareness of Google’s growing role in the security market. Mandiant’s strong reputation for incident response services has played a significant part in this shift. Security incidents often lead to new priorities, vendor changes, quicker decision-making, and increased budgets, all of which position Google to benefit from investments in channel support staff. Additionally, Google’s Security Operations solution is gaining traction in the SIEM space, with the Gemini AI assistant helping to lighten the workload for analysts. Channel organizations are eager to partner with companies that customers are interested in migrating to or have existing investments with, creating opportunities for up-selling. Microsoft’s Masterstroke: Bundling Brilliance and Channel Charm For Microsoft, it was not a single acquisition or product category that drove demand in the security channel. Instead, it was their bundling strategy, which integrated security features into E3 and E5 licenses. Initially, security channel organizations saw this approach as a potential risk, as they often partnered with vendors competing against Microsoft and faced challenges in price comparisons. While the channel recognized the value of Microsoft’s ecosystem, there were concerns about profitability with a company not traditionally seen as channel focused. However, as Microsoft’s security capabilities have gained industry respect, channel partners have embraced the partnership. Microsoft is now seen as increasing its channel support staff in the security sector. As the second largest SIEM vendor by revenue, Microsoft continues to improve Microsoft Sentinel with SOC optimization. Microsoft’s Security Copilot works across the security products, helping security analysts work more efficiently. Beyond SIEM: Google and Microsoft’s Security Spotlight Sparks New Opportunities The enhanced security visibility of both Google and Microsoft extends beyond just SIEM, and their growing commitment to supporting channel partners opens up exciting new opportunities for customers to explore and evaluate products across various categories. Cloud Marketplace Magic: AWS Leads the Way in Partner Collaboration The influence of cloud marketplaces is truly significant. They are enhancing their collaboration with traditional reseller partners, streamlining processes to make it easier for the channel to work alongside security vendors. This improvement is particularly evident with AWS. IBM’s Channel Shift Beyond QRadar IBM is seen by North American channel partners as expanding its channel support staff. However, the transition of IBM’s QRadar SaaS business to Palo Alto is expected to result in this growth having a greater impact to IBM’s other security categories beyond SIEM. Channel Balancing Act: SIEM Growth and Support Dynamics for CrowdStrike, Fortinet, and Palo Alto CrowdStrike, Fortinet, and Palo Alto are all expanding their SIEM business, but there is a slight perception that they might be losing channel support staff rather than gaining it, due to a range of factors. As major security-focused vendors, these companies are welcoming hundreds of new channel partners each year. However, adding partners without increasing support staff can sometimes leave partners feeling overlooked if resources become stretched thin. Additionally, vendors often bring in channel support staff focused on specific vertical markets or product categories, which may not always align with every channel organization’s needs. Sometimes, vendors strategically shift their focus to certain types of partners, like GSIs over regional VARs, based on their target market segments or other considerations. In such cases, existing partners might receive less attention or see expansion opportunities shift to other partners. It is also important to remember that large cybersecurity vendors have well-established channel partner programs, and changes in personnel and organization are often seen as a normal part of the partner-vendor relationship. Navigating Change with Cisco’s Splunk’s Acquisition Cisco and Splunk are perceived as losing channel support staff more frequently than they are gaining it. Acquisitions can naturally lead to some disruption in the channel, as partners from both the acquiring and acquired companies may feel a bit anxious about potential changes. However, there was an optimism that Splunk could benefit from Cisco’s extensive channel presence following the acquisition. For More Information: To learn more about the perceived changes in channel support staff among SIEM vendors, check out IDC’s Survey Spotlight: SIEM: Vendor Perceptions of Channel Support Staff Changes (US53441425). Or check out the full results of IDC’s North American Security Channel Partners Survey, 2024. (US53227225) Jaclynn Anderson, Research Director, Security & Trust source

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Beyond the Interface: What WWDC Reveals About Apple’s Direction

Apple’s Worldwide Developers Conference (WWDC) 2025 presented a strategic direction with three overarching themes: a comprehensive design overhaul across all its platforms, the introduction of a new OS naming convention, and continued development of Apple Intelligence. This year’s event was not about disruptive innovation, but rather careful calibration, platform refinement and developer enablement – positioning itself for future moves rather than unveiling game-changing technologies. At the heart of WWDC 2025 was a comprehensive naming overhaul of Apple’s software platforms. iOS, macOS, iPadOS, watchOS, visionOS, and tvOS are all being rebranded under a year-based naming convention – iOS 26, macOS 26 (Tahoe), and so on – signaling a shift toward a more predictable, aligned cadence across the Apple ecosystem. But this new branding is more than cosmetic. The user interface (UI) across platforms has been redesigned with a Liquid Glass aesthetic, emphasizing light, transparency and depth, heavily influenced by the visionOS UI. The look and feel – with more translucent menus, updated icons, and redesigned toolbars – brings Apple’s mobile, desktop and XR environments closer together. These changes bring a more visually appealing experience, more clarity to navigation and controls, and provide a more polished overall user experience. Strategically, Apple appears to be leveraging a refreshed and unified user experience as a primary means to preserve ecosystem loyalty and stimulate hardware upgrades. By making the experience more cohesive, it implicitly raises the friction for users considering a switch to competing platforms, while offering a new aesthetic standard that could make Android interfaces appear dated. Apple Intelligence If the tech industry was hoping for Apple to make a grand leap forward in artificial intelligence, they will have to keep waiting. While Apple Intelligence was central to the announcements, its presence was more about setting direction, keep incrementing app functionality, rather than introducing new disruptive futuristic applications. The most significant AI-related news is the decision to open up Apple’s foundation models to developers. For the first time, with the new Foundations Model Framework, developers will be able to access the same on-device and Private Cloud models used for features like Genmoji, writing tools and summarization. This step brings Apple closer to the kind of AI tools that competitors such as OpenAI, Google and Meta have been offering for some time. This move to empower developers is strategically important, as it allows Apple to leverage its vast developer community to infuse the ecosystem with AI capabilities and more specialized AI applications, catapulting them to the next level sooner. There are also tangible improvements for users: Apple Intelligence is expanding to new countries and will support additional languages. The key consumer-facing AI upgrade is a push into translation. Building on the existing Translate app, Live Translation is being integrated more deeply with Messages, FaceTime and the Phone App. There are two important additions to the Phone app – Call Screening and Hold Assist – will improve privacy by filtering spam or unwanted calls. Visual Intelligence also gets an important update. The iPhone will now identify additional information about screenshots, offer to add relevant events to the Calendar, or allow users to ask ChatGPT for more details about the image content. Users can also highlight a portion of an image to isolate it as the area of interest for Visual Intelligence. Other AI enhancements include an upgrade to Genmoji, which can now combine standard emojis into custom expressions. The Shortcuts app has also been upgraded using Apple intelligence models, enabling more powerful and intuitive user-created automations with intelligent actions. Users will be able to tap into Apple models (on-device, private cloud compute, or even ChatGPT), directly from Shortcuts. More announcements were made for watchOS, tvOS and iPadOS, which will resonate well with consumers. Currently, Apple’s AI strategy, as showcased, leans more towards systemic integration and developer empowerment rather than delivering groundbreaking consumer-facing AI functionalities that have captured market attention. While this carries the risk of competitors moving faster, it also delineates a potential pathway for Apple to offer differentiated value, likely centered on its traditional pillars of privacy and seamless integration. This is a classic Apple modus operandi, but it now confronts significant challenges amid the ongoing AI gold rush. Notably absent is any significant overhaul to Siri, which is expected in 2026. Meanwhile, Apple’s voice interface remains significantly behind rivals in both intelligence and utility – a gap increasingly problematic given the accelerated pace of AI innovation elsewhere. However, Apple was humble enough to explain that is not willing to compromise the user security, privacy and experience for the sake of speed, which is the exact right strategy. Consumers are not yet all hooked on AI features and the majority don’t even understand the benefits. Bringing an AI Siri experience that won’t delight users, will hinder not just Apple, but the entire industry. iPad and Mac On the iPad, Apple is bringing the iPad and the Mac even closer. The introduction of more Mac-like multitasking features, is a sign of the company’s continued ambition to evolve the iPad into a true productivity tool. This is a continuation of Apple’s long term strategy to position the iPad, particularly its Pro models, as a viable laptop replacement for productivity-focused tasks. For users, this could mean a significantly more efficient workflow when managing multiple applications. The new macOS Tahoe will fully embrace the new Liquid Glass design, including fresh designs for the menu bar and window buttons. The Control Centre has been redesigned, and, for the first time, it will be possible to add third-party apps. A new Preview app will be introduced on the iPad, which will allow users to open and edit PDF files, as well as images. There’s also an important development in Audio and Video: users will be able to select which microphone to use. Local Capture (Microsoft Teams, FaceTime, Zoom and Webex), will allow different inputs to be used recordings combined – an excellent feature for podcasting. Spotlight on macOS got a massive revamp to improve user experience. Users will be able

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A New Look, A Clear Path

We’ve always been the guide. Now we look the part. Today, we’re excited to unveil IDC’s refreshed brand identity — a bold new expression of who we are, what we stand for, and the value we deliver to customers. This is more than a logo update or a new color palette (though yes, they look pretty sharp). It’s an evolution that honors our legacy while signaling the future we’re building.  In a world moving faster than ever, where technological change is constant and complex, our job is clear: to help you navigate the changing landscape so you can confidently make the right decisions, at the right time.   IDC has long been recognized for the depth of our research, the quality of our data, and the strength of our relationships. Our business is built on delivering trusted, evidence-based insight in a way that is accessible, human, and actionable. This new identity brings that promise to life by making our value more visible, cohesive, and aligned with what you expect from IDC.  From vision to visuals: the story behind the design At the heart of our refreshed look are two core elements: a refined logo and new path beacon.  The logo honors our 60+ year heritage but elevates it with a modern, signature hue: Beacon Blue.  The path tells our story — a dynamic visual element that flows from dark to light, symbolizing the journey from raw data to actionable insight. It’s literal. It’s metaphorical. And it’s unmistakably IDC.  Together, they create a fresh look that visually represents the clarity and confidence we bring companies around the globe.  This is just the beginning. We’re rolling out the new look starting today, but this is just the start. To ensure consistency and quality every step of the way, we’ll continue unveiling our branding across new touchpoints on an ongoing basis.  That’s important because this refresh isn’t just about appearances. It’s a signal of where IDC is headed — a company committed to quality, innovation, and deep partnership. A company evolving alongside you, expanding our reach, and ready to meet the next era of tech intelligence head-on.  Today, we look different. But make no mistake — the IDC you trust is still here. Sharper, bolder, and more aligned than ever. We can’t wait to show you what’s next.  #WeAreIDC  source

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Where Were AI PCs at Computex 2025?

Despite Computex’s push toward areas like data center AI and smart factories, PCs still have a long history at the show, reflective of the industry in Taiwan. Last year in particular was a particularly notable surge with the big AI PC push from the likes of Intel, AMD and Qualcomm. But this year was seemingly more quiet – at least, in terms of keynote addresses. Sure, Jensen Huang kept up his rockstar status with paparazzi and autograph-seeking crowds following him around, but NVIDIA’s messaging was centered around datacenter AI instead of PCs. The big PC-centric keynotes from the likes of Intel, ASUS, Microsoft and others were noticeably absent this year. Now, Intel’s case was understandable given their recent management changes. And to be clear, they were very much engaged with the industry and small groups of media at their usual booth and hotel meeting rooms. That included working samples of their next Panther Lake processor, which will ship via OEMs as we transition into the new year. ASUS did not run its large launch events this year, but its executives were on stage at multiple keynotes like Qualcomm and AMD, and released an array of products in smaller media sessions, similar to its crosstown rivals Acer and MSI. Qualcomm held a keynote focused on design wins with HP and ASUS for its entry-level 8-core Snapdragon X processors as well as talking up its progress with native apps. But it deferred details of its next PC processor to its Snapdragon Summit in September. AMD’s keynote was more focused on workstations and pivoting ROCm to GPUs rather than talking too much about Krackan Point and NPU-based workloads. That though was just from a keynote perspective. On the ground, the show floor still buzzed with energy from the modding community and overclockers with giant liquid nitrogen tanks. And to be clear, this year’s show was a week or two earlier than usual, clashing with other key industry events in May including Microsoft Build, Dell Tech World, Google I/O, and even Huawei’s HarmonyOS PC launch. Huawei’s efforts are worth a dedicated discussion on its own, but the short summary is that application support will be a critical gating factor. In the case of Microsoft, there were indeed a number of developments around new Copilot+ features, MCP support in Windows 11, as well enabling cross-NPU AI through Windows AI Foundry. But the lack of big use cases does makes one further wonder whether the momentum around AI PCs has stalled. To be sure, the industry has been distracted with the trade war lately. Indeed, many of my conversations this year have led with a tariff discussion rather than AI PCs. We think that AI PC adoption will hit some speedbumps due to the volatility around tariffs, especially if buyers are under pressure to buy cheaper products in light of economic uncertainty. But the industry is still moving in a forward direction. All three of the PC CPU providers quietly showed off more apps taking advantage of their integrated NPUs. At the AMD event, Lenovo briefly mentioned that a school in Hong Kong used on-device AI trained on the school’s approved content to save time for both students and teachers. Overall, the industry’s progress is slower than what one might hope for, but it is still moving forward. Disappointingly, the ongoing rumors of a potential NVIDIA and MediaTek entry into the Windows on Arm ecosystem were never confirmed. I recall waiting for confirmation last year too, but it never materialized in either year. MediaTek briefly mentioned its already-announced Kompanio Ultra for Chromebooks instead of Windows, while Jensen Huang deflected his AI PC comments toward GeForce GPUs (in his words, “RTX equals AI”) as well as DGX Spark, which is more of a specialized product for researchers. To that end, the more notable development wasn’t even at Computex, but instead at Dell Tech World, where the Dell Pro Max Plus workstation was unveiled with a Qualcomm AI 100 PC Inference Card consisting of two of the company’s Cloud AI 100 data center processors. The industry is nonetheless still hopeful for AI PCs as a driver over time, with the installed base of NPUs being built first and developers eventually finding more ways to light up that power-efficient and optimized part of the die later. The forecast that we refreshed last week puts 57% of PC shipments next year with an integrated NPU, which is a few points lower than what we published in our previous cycle but nonetheless is close to expectations from market players, especially as Intel pushes both Arrow Lake as well as its upcoming Panther Lake processors next year. Upside scenarios could develop with the emergence of new silicon providers as well as new use cases, but that has not materialized yet. Let’s cross our fingers that the trade war doesn’t rock the boat too much either. source

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Navigating Digital Transformation Amid Economic Uncertainty

Despite the economic uncertainty caused by global conflicts, inflation, and shifting market dynamics, one trend remains clear: companies are not pulling back from digital transformation. While spending patterns have become more cautious and strategic, investments in digital capabilities continue at a steady pace. Why? Because digital transformation is no longer optional — it’s a core part of how businesses stay competitive, resilient, and future-ready. Based on current forecasts, digital transformation (DX) investments are projected to reach almost $4 trillion by 2028, accounting for about 70% of total ITC spend. Organizations understand that digital maturity is directly tied to resilience, agility, and competitive advantage. Whether it’s AI-powered analytics, supply chain automation, or cloud-based operations, the message is clear: pause now, fall behind later. Strategic Spending in a Costly Tech Landscape The rising costs of technology, driven in part by tariffs on hardware and components, are impacting budgets. In the first quarter of 2025, the IT spend remains robust and CIOs continue to prioritize their original IT goals. Organizations continue to invest heavily in digital transformation, with hardware accounting for an estimated 40% of total digital transformation investment. IT budgets seem more resilient than in the past as more have been moved from capex to opex. Companies are getting smarter about how they spend. They are revisiting contracts, renegotiating terms, and shifting sourcing strategies to adapt to a more expensive tech landscape. However, extending tariffs to digital services will increase costs and complexity of managing IT. Together with the economic slowdown, that is likely to trigger cuts and delays in business and DX initiatives. On the other hand, previous disruptions have accelerated major technology shifts and leading companies will likely seize the opportunity to accelerate their transformation. Hardware is undoubtedly the most impacted area in today’s digital economy. Semiconductors, edge devices, data center infrastructure, and networking equipment are all directly affected by tariffs, labor shortages, and material price spikes. Despite these cost climbs, organizations remain committed to their hardware roadmaps. Digital transformation can’t happen without hardware, whether it’s deploying AI models, migrating to hybrid cloud environments, enabling IoT ecosystems, or powering real-time edge processing. Infrastructure is the foundation. AI: The Cornerstone of Digital Transformation AI is quickly becoming a cornerstone of digital transformation, and hardware is the foundation enabling that shift. As organizations race to adopt AI technologies driven by talent shortages, rising labor costs, and the urgent need for efficiency, there is growing demand for systems that support autonomous decision-making at scale. From our data, we see that AI-related investments currently account for 17% of total digital transformation spend, a figure expected to rise significantly in the coming years. At the same time, the fact that 40% of digital transformation budgets are dedicated to hardware reveals a clear pattern: companies are laying the infrastructure needed to support these AI-driven futures. This strategic emphasis on hardware isn’t about today’s needs — it’s a signal that organizations are preparing the groundwork for the next wave of intelligent, automated systems. Regional Flavor of Global Priorities Regions differ in terms of the maturity of their organizations’ digital transformation. The US and Western Europe are at the highest level of digital maturity, while others are catching up. Regardless of maturity level, the primary focus of digital initiatives is optimizing business operations and enhancing cyber resiliency. Modernizing infrastructure in data centers, as well as cyber recovery and resiliency, are the top drivers of increased IT spending in preparation for greater AI use in business. In the US and Western Europe, the modernization of applications is prioritized more than in other regions. Digital sovereignty influences technology strategies strongly in Europe. The Strategic Continuum of Digital Digital transformation is no longer a linear journey—it’s a strategic continuum. Success in 2025 will belong to the organizations that invest in strong foundations, leverage AI wisely, and adapt with intention—not hesitation. Key Takeaways Invest in scalable infrastructure: Build AI-ready, flexible hardware and cloud systems to support long-term growth. Build for resilience: Diversify vendors, localize supply chains and prepare for ongoing disruptions. Act fast, but strategically: Move decisively on transformation – optimize for adaptability and not perfection. source

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NVIDIA DGX and the Future of AI Desktop Computing

At GTC 2025, NVIDIA introduced several new AI and computing solutions aimed at advancing workstation graphics and AI infrastructure. The RTX PRO Blackwell series brings updated workstation GPUs based on the Blackwell architecture, designed to enhance performance for professional workflows. NVIDIA also unveiled the DGX Spark and DGX Station, expanding AI computing capabilities with Grace Blackwell technology. Additionally, the company highlighted its ongoing ISV collaboration and application optimization efforts, aiming to improve software integration and performance across various AI-driven applications. These updates reflect NVIDIA’s continued focus on developing solutions that support AI and high-performance computing advancements.  NVIDIA Blackwell RTX Pro The NVIDIA RTX PRO Blackwell series are a new generation of workstation and server GPUs designed to advance workflows for AI, technical, creative, engineering, and design professionals. These GPUs should offer significant improvements in accelerated computing, AI inference, ray tracing, and neural rendering technologies, according to NVIDIA. The RTX PRO Blackwell series include data center GPUs, desktop GPUs, and laptop GPUs, providing professionals with powerful tools for tasks such as agentic AI, simulation, extended reality, 3D design, and complex visual effects. NVIDIA RTX PRO Blackwell Workstations, source: NVIDIA, 2025 The RTX PRO Blackwell GPUs feature notable generational enhancements, including up to 1.5x faster throughput with new neural shaders, up to 2x the performance of previous RT Cores, and up to 4,000 AI trillion operations per second with fifth-generation Tensor Cores. They also offer larger, faster GDDR7 memory, enhanced video encoding and decoding capabilities, and support for fifth-generation PCIe and DisplayPort 2.1. These GPUs are designed to elevate productivity, performance, and speed for professionals across various industries, from healthcare and manufacturing to media and entertainment. DGX Spark: Compact AI Supercomputer for Local and Cloud Integration NVIDIA has introduced the DGX Spark, a highly compact desktop PC described as AI supercomputer tailored for developers, researchers, and students. This system is powered by the GB10 Grace Blackwell Superchip, which delivers up to 1,000 trillion operations per second (TOPS) of AI computing at FP4 precision. The architecture incorporates fifth-generation Tensor Cores, enabling efficient fine-tuning and inference of large-scale AI models. The DGX Spark is equipped with 128GB of unified LPDDR5x system memory, offering a bandwidth of 273 GB/s through a 256-bit memory interface. NVIDIA DGX Spark — formerly Project DIGITS — source: NVIDIA, 2025 A key feature of the DGX Spark is its use of NVLink-C2C technology, which facilitates coherent memory sharing between the CPU and GPU, achieving bandwidth five times greater than traditional PCIe systems. This capability is particularly beneficial for memory-intensive workloads. The system supports AI models with up to 200 billion parameters locally and can scale further by connecting two units to handle models with up to 405 billion parameters. Additionally, the DGX Spark integrates seamlessly with cloud platforms, including NVIDIA DGX Cloud, allowing users to transition between local and cloud-based AI workflows without significant modifications. The DGX Spark is designed to empower users with advanced AI capabilities in a desktop form factor, making it suitable for prototyping, fine-tuning, and inferencing tasks across various domains. DGX Station: High-Performance AI Computing for Desktop Environments NVIDIA also announced the DGX Station, a continuation in advancement in desktop AI computing, offering data-center-level performance in a workstation format. It is built around the GB300 Grace Blackwell Ultra Desktop Superchip, which combines the Grace 72 CPU cores with a Blackwell GPU, connected via NVLink-C2C interconnect technology. This design enables high-bandwidth coherent data transfers between the CPU and GPU, optimizing performance for large-scale AI training and inferencing tasks. NVIDIA DGX Spark and DGX Station, source: NVIDIA, 2025 The system features 784GB of coherent memory, divided between 288GB for the GPU and 496GB for the CPU, making it capable of handling complex AI models and datasets. Networking capabilities are enhanced by the ConnectX-8 SuperNIC, which supports speeds of up to 800Gb/s, allowing for efficient data movement and the ability to link multiple DGX Station units for distributed workloads. Feature Latest GB300 DGX Station Previous Gen. DGX Station A100 Platform / Architecture NVIDIA Grace Blackwell Ultra Desktop Superchip (GB300) – an integrated solution pairing a custom NVIDIA Grace CPU with an NVIDIA Blackwell Ultra GPU DGX Station A100 – built on a proven data-center-class design utilizing discrete components CPU NVIDIA Grace CPU (custom ARM-based processor integrated into the superchip; optimized for AI workloads) 1 × AMD 7742 (64 cores, 2.25 GHz base / up to 3.4 GHz boost) GPU NVIDIA Blackwell Ultra GPU – equipped with fifth-generation Tensor Cores offering next-generation FP4 (4-bit floating point) support 4 × NVIDIA A100 GPUs, each with 80 GB – based on the Ampere architecture and proven for large-scale deep learning workloads GPU Memory/Unified Memory Up to 784 GB of large coherent (unified) memory – a shared pool combining high-bandwidth on-package memory for both the integrated CPU and GPU 320 GB total GPU memory (80 GB per GPU) alongside 512 GB of separate DDR4 system memory Interconnect NVIDIA NVLink-C2C chip-to-chip interconnect – enabling high-bandwidth, coherent data transfers between the integrated CPU and GPU components Standard NVLink interconnect architecture used to efficiently link the four discrete A100 GPUs (though not the next-gen NVLink-C2C seen in Blackwell) Networking NVIDIA ConnectX-8 SuperNIC – supports up to 800 Gb/s for high-speed connectivity and scalability for AI clusters Dual 10GBASE-T (RJ45) networking – sufficient for desktop AI workloads and common office networking needs Storage Not explicitly detailed in current public disclosures (likely to feature high-speed NVMe storage to complement the onboard AI processing capabilities) Dual-drive setup: 7.68 TB NVMe U.2 drive for data storage plus a separate Boot M.2 NVMe drive Power Consumption Not specifically published; engineered for desktop-form-factor efficiency for AI training/inferencing Up to 1,500 W under heavy load (as specified in the DGX Station A100 hardware datasheet) Software/OS Runs NVIDIA DGX OS with a full-stack AI software suite (including pre-configured drivers and optimized AI libraries) Runs NVIDIA DGX OS – pre-configured with the NVIDIA AI Software Stack and containerized deep learning frameworks for streamlined deployment across cloud or local environments Form Factor Desktop AI supercomputer – purpose-built for on-premises development and rapid prototyping with a

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Predictive, Preemptive, and Personalized Health – Innovating to Scale the Healthspan

With continuously rising healthcare costs, there is a fundamental need to adopt a more preemptive strategy towards healthcare. Many questions are being asked. What can one do to improve population health outcomes and reduce the burden of disease? Would preempting illness not be a better option than treating it?  Can the life sciences industry leverage innovative strategies to design personalized solutions to improve health and prevent disease? Will this create a paradigm shift in healthcare strategy and R&D innovation? Preemptive health focuses on anticipating and preventing diseases before they manifest, leveraging technological advancements to enhance early detection and intervention.  Preemptive health not only calls for innovative solutions, but it calls for an innovative mindset as well. Various innovative solutions are being developed across the industry. Etiome (a Flagship Pioneering company) recently launched its AI-powered Temporal Biodynamics platform to forecast how individuals are likely to progress along the disease continuum, confirm disease biostages with temporally relevant markers, potential disease stage–specific targets, and develop Biostaged Medicines to halt or reverse disease, and is focusing on metabolic, neurodegenerative, pre-cancerous and autoimmune diseases. Twin Health is creating digital twins, digital replicas of a person’s metabolism   to address the root causes of metabolic conditions like obesity, prediabetes, and type 2 diabetes. The focus is on analyzing an individual’s gut microbiome to understand its impact on the person’s overall health. Harvard has highlighted the importance of ‘precision nutrition’, wherein an individual’s DNA, microbiome, and metabolic response to specific foods or dietary patterns are evaluated to develop tailored diets. The concept of ‘Food as a Medicine‘ is gaining importance. Companies such as Brightseed are using AI-driven platforms to identify the health benefits of plant-based bioactives which have the potential to influence the microbiome. The Glucagon-like peptide-1 GLP-1 receptor agonists (GLP-1RAs) market is booming as managing obesity and reducing the risk of developing type 2 diabetes takes center stage. The US Preventive Services Task Force (USPSTF) is reportedly developing a draft research plan to determine whether to grade anti-obesity medications (AOMs) as preventive medications for chronic weight management.   Eko Health has developed AI-enabled digital stethoscopes with FDA-cleared algorithms to detect cardiovascular and pulmonary diseases during routine physical exams, facilitating early intervention and improved patient outcomes. Genomic, Inc. has developed a test called Health Insights, which carries out polygenic risk scoring for the early detection of conditions such as cardiovascular disease, diabetes, breast cancer and prostrate cancer, now offered by the healthcare provider Bupa in the UK. Neko Health offers AI-enabled non-invasive body scans, mapping millions of health data points on and in an individual’s body in a few minutes enabling the early detection of potential health issues. The reality is that we need to focus on increasing our healthspan (the period of life spent in good health, free from major diseases and disabilities), not just our lifespan. We need to live healthy lives, not just longer lives. Pharmas and biotechs are increasingly focusing on developing products that increase the healthspan, in addition to lifespan. Longevity research is an area of growing importance. Bioage, for example, has entered into a multi-year research collaboration worth up to $550 million with Novartis, to identify “molecular mediators of the benefits of exercise.” Exercise can influence gene expression, but one’s capacity to exercise decreases with age. BioAge is exploring the possibility of developing a pill using its AI platform that will have the same positive effect on gene expression as exercise does, a key element of its partnership with Novartis. The Advanced Research Projects Agency for Health (ARPA-H) research funding agency launched in 2022, made pivotal investments in breakthrough transformative biomedical and health technologies and applicable platforms to provide health solutions for all.  Early-stage funding remains challenging for healthspan innovators, and ARPA-H could serve as a valuable non-dilutive funding opportunity for them. ARPA-H’s Proactive Health initiative has a simple goal. It will promote treatments and behaviors that will reduce the likelihood that people become patients. And that is what the life sciences industry needs to prioritize. Yet care should be taken to ensure that while forecasting the likelihood of developing a disease, racial and ethnic disparities, as well as socioeconomic status (SES) should be accounted for, test results should not create unnecessary panic in a lay person, and clinical oversight should always be maintained. Pharmas and biotechs should invest in R&D to build out a pipeline of innovative products / solutions focused on preemptive health. Policy makers should encourage investment in preemptive health. At the end of the day, predictive approaches and preemptive strategies must lead the way.  source

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The Agentic Evolution of Enterprise Applications

Generative and agentic AI have begun to completely transform how enterprise applications are designed, delivered, and engaged with by users.   AI assistants that work reactively and cooperatively with humans to provide productivity and efficiency gains, as well as AI advisors that provide enhanced insights and recommendations to organizations, have both quickly become must-haves in modern software.    AI is helping to transform software solutions that have historically been passive tools, into active decision-making partners, through advancements in machine learning, natural language processing, LLM development, and widespread generative AI advancements. IDC estimates more than 50% of the enterprise application market is already AI assistant or AI advisor-enhanced, with most software solutions now offering at least some level of these embedded capabilities.  Beyond this, approximately 20% of the market is also now further supplementing their applications with complete AI agents.  These agents are independently perceiving, evaluating, and acting upon data, helping to move organizations toward more integrated and autonomous work practices. The Agentic Shift While AI assistants and advisors rule the day, AI agents are going to win the race, and we are only a few short years away from this pivot occurring.  Over the next 3-4 years, generative and agentic AI advancements will help push enterprise applications to a state where most offerings available will be significantly enhanced and augmented by agent-driven capabilities. Agent-driven interfaces will become more dominant, and reliance on traditional interface and UI design will begin to fade.  This will result in slowing development of AI assistants and advisors, and a more prominent focus on text prompt and voice-based user engagement. This evolution in software will ultimately result in most enterprise applications evolving to become agent-led, where agents replace entire functional areas within the application.  For example, within supply chain management (SCM), we will see an agent for all inventory management responsibilities, another agent for logistics, and so on, and the traditional interfaces in enterprise software that we have grown accustomed to over the last two to three decades will become less frequently used.   Eventually, we foresee agents taking the next logical step and replacing entire applications, with this phase likely starting to ramp up more significantly by the early 2030s.  For instance, we will see companies enlisting an SCM agent, or possibly an entire fleet of SCM agents, instead of traditional SCM software.  The same will occur in other functional markets, such as a CRM agent/agent-fleet, HCM agents, EAM agents, finance agents, etc.   In IDC’s recent Future Enterprise Resiliency & Spending (FERS) Survey, which polled nearly 900 companies during February 2025 about the impact they expect AI agents will have on their enterprise app investments, more than 80% of companies said they believe “AI agents are the new enterprise apps, triggering reconsidering of our investments in packaged apps”. Vendors Must Keep Pace to Remain Relevant With this agentic shift looming on the horizon, it is extremely important that software vendors pay close attention and keep pace to ensure that they remain relevant and competitive.  Traditional barriers to entry into enterprise application markets will be increasingly challenged by a new era of software solutions that are designed as agents and are quicker, easier, more effective, and more intuitive to use than conventional software.  Dozens of agentic startups will aim to compete and win market share from traditional software vendors, and “agents as apps” will open the door for a new generation of enterprise application competition.  Likewise, platform vendors will look to overlay agent capabilities on top of, and across applications, as they too try competing further up the stack.  Results from IDC’s FERS survey further support this notion, with 83% of companies stating they believe “AI agents create a new intelligence layer over apps, eliminating barriers to switching between suppliers”, and 76% of companies confirming that “AI agents mean we are more likely to consolidate our enterprise app suppliers”. Now is the time when today’s incumbent enterprise software vendors should already be planning for this agentic shift, formulating a product roadmap transformation strategy and timeline that will keep pace and proactively protect their portfolio and market share over the next 5-10 years.  To help software vendors envision this journey more clearly, including its expected timing and the steps through which applications are set to evolve, IDC has published its framework for the agentic evolution of enterprise applications, which is shown in the figure below.  The diagram shows both the phases through which we expect software to evolve, as well as our estimated distribution of adoption timeline This illustrates how quickly enterprise software is currently expected to make this agentic pivot. Where does your organization currently fall on this journey? Have you already designed your product roadmap to become agent-led? Have you evaluated your competitive differentiation to ensure its sustainable and defendable throughout this agentic pivot?  Let us know, we would love to hear from you! source

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IDC’s 2025 Smart Cities North America Awards Showcases Passion and Partnership

I’ve been hosting the IDC Smart Cities Awards since 2018 and this year was the first time that I got choked up multiple times during the awards ceremony. And I wasn’t the only one! IDC’s Smart City North America awards were hosted at Smart Cities Connect, held in beautiful San Antonio.  As the award winners receive their awards, each team has a chance to say a few words about their initiative and this year their messages were powerful, personal and showed the passion for their work. The award recipient from the City of Charlotte, Jamar Davis, whose project “Access Charlotte” focused on housing as a means to drive access to broadband, was emotional as he talked about his connection to the places he was serving.  Amy Atchley from the City of Austin said, when describing their project with Austin Energy, “Smart cities is for dreamers.” She didn’t mean Smart Cities are hypothetical; she meant this is a group that is dreaming big and, slowly but surely, realizing those dreams. These were just two of the speakers that moved me and the rest of the attendees.  We can see the practical application of technology to big ideas and big challenges in the agenda from Smart Cities Connect where we host the awards.  From Digital Transformation and urban operations to community engagement, cities and their tech partners came together to demonstrate how their use of technology has matured in service to the public. Our award winners and finalists are a microcosm of this. Here are just a few examples of the innovative projects that made this year’s IDC Smart City North America winners and finalists so impressive, and the three key take-aways from the winners. Deliver on What Your Community Needs and Wants The city of Phoenix, AZ  – the hottest city in the US – discovered that their residents wanted access to chilled drinking water.  With ideas from the community, the city developed a custom-designed water station that features two drinking spouts at ADA-approved heights, a bottle filling station, an internal chiller, and smart meters for reporting live water usage data via a central dashboard. The initiative is tackling hydration and heat concerns by establishing a network of modern, chilled fountains that enhance resilience to extreme heat, reduce plastic waste, and support access to essential services like work and healthcare. The City of Chandler, AZ developed an Instant Language Assistant (ILA) that tested real-time translation tools to improve resident communication across 250 languages. Custom devices, used at city service counters and events, the ILA supported over 560 face-to-face interactions and enabled communication through headsets, keyboards (including Braille), and ASL support. Success stories included a hearing-impaired resident renewing a passport and immediate language support in libraries and housing services. Following the pilot’s success, city leadership approved funding for 60 ILA units over three years, making Chandler a regional leader in inclusive, tech-driven public service. Do the Hard Work to take Partnerships to a New Level to Achieve Scaled Results The City of San Antonio worked with two utilities and their initiative showcases the power of inter-utility collaboration, maximizing shared infrastructure to improve service reliability, and empowering residents with real-time insights and enable more efficient operations. San Antonio Water System (SAWS) modernized its 600,000-endpoint water network by replacing manual meter reading with advanced metering infrastructure (AMI). Faced with labor challenges, rising costs, and billing delays, SAWS partnered with CPS Energy to use its existing industrial IoT (IIoT) network, avoiding the cost of building a new system. A pilot using 2,500 ultrasonic meters showed near-perfect read accuracy, real-time usage data, and early leak detection, improving billing, customer engagement, and conservation. The shared network supports future smart city uses, setting an example of how cross-utility collaboration can increase ROI, operational efficiency, and resident satisfaction. South Bend, IN  launched an innovative grant program to expand the city’s Real-Time Crime Center (RTCC) by partnering with local organizations to enhance security infrastructure. Run by SBPD and the Department of Innovation & Technology, the program offers up to $4,000 for eligible investments like cameras and software by local businesses. In return, participants integrate their security systems into the RTCC via the FususCORE device. Since launch, 39 organizations have joined, adding 171 camera views—a 51% increase in RTCC coverage. Benefits include improved incident response, deterrence, and stronger community-police ties. The program prioritizes privacy and transparency and has already helped SBPD address 13 safety incidents. Embed Resilience and Sustainability in Project Design The Cincinnati/Northern Kentucky International Airport modernized its main garage by addressing poor lighting, high energy use, and inefficient space utilization. The outdated sodium vapor lighting was costly and limited future upgrades like EV charging. The project introduced LED lighting, IoT sensors, and a data platform to improve navigation, safety, and energy efficiency. Goals included enhancing passenger experience, expanding infrastructure, reducing costs, and achieving ROI within 3.5 years. The system enabled real-time parking guidance, supported scalable innovation, and created new revenue opportunities through better space management and pricing strategies. Overall, the project marked a transformative shift in airport parking operations through smart, sustainable technology. Generation Park Generation Park, a 4,300-acre master-planned community in Northeast Houston, is a public-private partnership between McCord Development and the Generation Park Management District. Facing high water bills and unaccounted water loss due to aging infrastructure and lack of monitoring tools, McCord built MizuWatch, a digital twin IoT water monitoring platform, using the AWS Garnet Framework based on FIWARE open standards. MizuWatch enables real-time water usage analytics, leak detection, and system transparency. It helped reduce billing and improve efficiency by identifying leaks and enabling proactive collaboration with water operators. The Garnet Framework also prevents vendor lock-in and will serve as the data foundation for future smart city initiatives in Generation Park. One project embodied all of these – Austin Energy’s EVs for Schools initiative which provides an educational living lab that is scaling country-wide. Austin Energy is supporting Austin’s goals to be net zero emissions by 2040 which requires 40% of all vehicle miles traveled

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