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IDC

Why the Grey Market Won’t Disappear in the Middle East and Africa: The Case of Notebooks Print, AI, and the expanded buying committee: highlights from IDC’s Print Executive Dinner in London AI in telecommunications: Why it is becoming an infrastructure priority Circular Financing Has Muddied the AI Story. Watch the Application Layer Instead. From AI pilots to business value: what EMEA digital leaders are doing differently in 2026 Why India’s PC Market Surged 31.1% in Q1 2026 and What Comes Next PC Market Enters Volatile Territory as Memory Shortage Persists Through 2027 Agentic AI Ecosystems: Navigating the Megatrend That’s Reshaping Enterprise Technology Markets Leaning into disruption: How Perficient delivers real outcomes in an AI-first world Google’s Fitbit Air and Google Health: The Software Platform Play That Matters More Than the Hardware Why Fast and Trustworthy Aren’t Mutually Exclusive in AI Research Ecosystem strategy in 2026: turning AI disruption into partner-led growth Worldwide Smartphone Market to Decline 13.9% in 2026 as Memory Crisis and US-Iran War Constrain Growth The AI Supercycle Has Started. Where Does Asia/Pacific Stand? Devices at Google I/O 2026: Android XR Glasses, Googlebooks, and Gemini Intelligence Why Research Alone Isn’t Enough: The Delivery Problem No One Is Talking About Digital Accessibility in the Workplace: From Compliance to Competitive Advantage When Pinocchio Became a Real Boy: Security Platforms Have Grown Up Plotting a Future-Proof Course: How The Resorts Companies Turned a Decade of IDC Partnership into a Competitive Edge European CISO priorities in 2026: AI agents, platformization, and sovereignty Why IDC Directions Is Coming to Hangzhou — and Why You Should Be There Telcos’ Next AI Revenue Play: Monetizing Orchestrated Digital Infrastructure The Workforce Skills Gap That AI Can’t Solve for Itself The Agent Takeover: What Happens When AI Becomes the Primary User of Enterprise Software The AI Answer Gap: Why Fast Answers and Defensible Ones Are No Longer the Same Thing The Market Every Western Executive Should Be Watching. IDC’s CEO Already Is. Ecosystem Strategy in 2026: Why AI Is Rewriting Partner-Led Growth Anthropic, SpaceXAI, and the New Compute Race in AI Navigating a Market Where the Wrong Bet Has Real Consequences Renuka Drummond Named Top 10 Corporate Counsel Worldwide by OnCon Icon Awards From Labor Arbitrage to Platform-Led Outcomes: How Agentic AI Is Rewriting the IT Services Playbook EMEA IT Market 2026 – Q2 Updates: 5 Key Takeaways on AI, IT Spending and Market Trends Japan’s AI Infrastructure Market Is Heading for ¥1 Trillion and Here Is What Comes Next Asia Pacific IT Spending Outlook 2026: How the Middle East War Is Reshaping IT Budgets From Digital Access to Accessibility with AI Enablement From Cost Optimization to Continuity: What IT Buyers Need Now and How Suppliers Must Respond AI as an Organizational Stress Test: What Will Break First in Your Operating Model? Japan’s ¥2.1 Trillion IT Modernization Wave: The Race Has Already Begun Semiconductor Market to Surge Past the Trillion-Dollar Threshold: AI Infrastructure Drives Market Growth Most AI Investments Don’t Deliver Value – Here’s What EMEA Leaders Are Missing Hannover Messe 2026: 7 Insights and 3 Pieces of Advice on Industrial AI, Manufacturing, and the Future of the Factory IDC Directions 2026: The AI Conversation Has Shifted. Here’s How to Catch Up. Coding by Prompt Is Coming to Your Business Units: What CIOs Should Do Next FutureScape 2026: Building Trust, Resilience, and Prosperity in the Agentic Future FutureScape 2026: Charting the Path to Enterprise-Wide Orchestration From Task Execution to Value Creation: What the 2026 Humanoid Robot Half Marathon Reveals About Industry Progress Europe’s AI Story Has a New Problem: It’s Actually Working AI Infrastructure Spending Caps Historic Year at ~$90 Billion in Q4 2025; 2029 Spending to Eclipse $1 Trillion Digital Sovereignty: Why “Sovereign” Is No Longer Enough FutureScape 2026: Navigating the Crosscurrents of Disruption
中东纷争,重定商续之规
Shilpi Handa · 2026-05-28 · via IDC

当无人机袭扰阿联酋与巴林之数据中心,扰其云域,非独基建之危。实乃行业所不能应之考验。旧有之安御、灾备、备份之策,已不足应其需。今之商续,必承新命。早悟此变者,方得尘埃落定后犹存。

此冲突所显之坚韧何在

此域之数,甚为森然。升纾之际,阿联酋诸组织日遭 cyberattacks 八十余万,此数载于区域事件追踪及政府披露。逾百五十之黑客与网络事件席卷此域。伊朗之 IRGC 指 Oracle 为目标;Microsoft、Google、Nvidia 则受直接之威胁。海底电缆与海湾数字基建,风险日升。空域封闭,不仅扰航空,亦碍通讯、科技系统及日常运作。

同时,诸般机构之得入厅堂、数据之阁、及SOC(Security Operations Center,安全运营中心)者,皆不可得。非其系统为所窃,实因安全之限、行旅之诫、员工之迁,使复苏之众不得入其所需为之所。

此即此争之定论:网域之患与实体之危,不复更迭。乃会于一时。

戰時境況,商業續存有五事變更

  1. 場域阻隔,今與網絡侵奪同為緊要 系統雖完,員工或不得至辦公處、應急中心、工廠或分支,由於安全限制、宵禁或疏散令故。物理進入之失,即續存之失
  2. 恢復之隊,遂成節制之所在流离失所者众,电信之用降,统御之序断,是以难行切换,难验备份之洁,难施安复。今之困,在人,非独在术。
  3. 身与心之事,一也。 弹道打击,线缆割断,或电力中断,正为攻击者敞开大门,使其得以肆虐勒索软件、清除程序、凭证滥用及虚假信息并行其道。
  4. “可用性”非仅指运行无阻。 争斗之际,真之续绝之问,在于事功:其组能否仍为客民、病者、对者,供其存续之极要务?
  5. 地理冗余,若关联过密,亦或失其用。 若主用与备用之位同处一域,虽技有冗余,然操则犹患。非地之殊,乃险之异者,方为要务。

新章:运筹之务

自信应时之辈,所建者,IDC所云之韧运之务也。(运维之道):绵延不绝,贯乎网络、基建、商业诸层,并行不悖。

运维之道非器非牍。乃组织之能,俟网络衰敝、人员星散、设施难及,一时同际,实时持要务者也。

其价值主张直白:于寻常之连续性模式将溃之境,犹能远程操控洁净,不辍其用。

建区域韧性之要,有四柱支撑。

中东地域之安全供应商及MSSP(Managed Security Service Provider)者,IDC之研察指陈四域,供方当构其能:

  1. 御护:凡可及者,皆固之而分之,数字与物理皆然。此乃身份与存取之韧,数据与作业之护,及物理与境域之安也。
  2. 隔离:假定失守与据点沦陷。其能者,有净室复苏,网络宝库,离线密管,法证预备,及复苏之调度。
  3. 运作: 使要务之役得以不辍。此需远程之社控运作,人力之续存筹划,他途之连结,危局之号令枢所,及明定最低可活之役阈。
  4. 证之: 试之,习之,示韧力于模拟,案牍推演,复元测验,各业之案册,及第三方之担保。

费用所向何方

企业韧性与开支调查昭然若揭:安全与韧性之预算,于企业之中,纵使经济形势变幻,亦为最受庇护者。

至二二七年,META之地,网络复苏与网络韧性之投资,当有显著增长,使META安全之费,至二二六年底近百三十亿美元。立于韧性运作,非点式安全产品之供者,方得此耗资。

供者之要义

中东战事非孤立之变。乃企业科技未来地缘政治风险之预演也。

此境中得胜者,乃助组织自信解答一问:当万般皆错之时,犹能成事乎?

依此作答,营建尔之履历。示尔客需之明证,俾其行,并示其径。

Shilpi Handa

希尔皮·哈达(Shilpi Handa) - 副研究总监(META),IDC

希尔皮·哈达者,为IDC之副研导也,主掌中东、土耳其及非洲之网络安全实务。其研习之要,在于网络安全,尤重网络、云、应用之安,及安全之运作。