MWC26: Telcos Vie for Limelight in Digitization Space

Close-up portrait of a smiling woman with blonde hair and earrings, set against a blurred background.
C. Dunlap
Research Director

Summary Bullets:

• Telcos are increasingly repositioning themselves as cloud and AI providers, targeting the digital transformation opportunity from an infrastructure-led perspective.

• Strategic partnerships between telcos and hyperscalers are likely to drive the most successful business transformations.

Telcos have an important agenda during this week’s high-profile technology conference, Mobile World Congress in Barcelona. They are going after the digital transformation space from an infrastructure perspective, addressing enterprises’ desperate need for improved operational provisioning, an issue largely ignored by cloud platform providers.

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Cloud Wars Shift to AI Wars: Archaic Code is a New Target of Opportunity

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C. Dunlap
Research Director

Summary Bullets:

• Google will release a broadly backed commerce protocol this quarter that threatens Amazon’s behemoth e-commerce marketplace

• Anthropic Claude Code includes new features that help developers bypass the complexities of COBOL, threatening IBM’s massive mainframe business.

The cloud wars have quickly morphed into the AI wars among leading platform services rivals, which have invested heavily in LLMs in recent years. By leveraging agentic AI, platform services providers are elevating their competitive threat in their quest for dominance in both e-commerce markets and among enterprise developer communities.

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Observability Predictions 2026: Makers of Dev Tools to Disrupt Space

C. Dunlap
Research Director

Summary Bullets:

• Innovative dev tools extend capabilities to include observability.

• Operations teams will see a boost in GenAI-injected operational workflows.

According to GlobalData’s latest report on 2026 predictions, observability providers will make a big push into DevOps. The industry’s platform providers will focus greater investment in the coming year in providing operations teams with AI-generated capabilities that streamline the critical application deployment portion of the application lifecycle, known for being the most complex piece of app modernization.

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2026 Enterprise Predictions: Expect New Heights for Vibe Coding and Retaining Tribal Knowledge

C. Dunlap
Research Director

Summary Bullets:

• Agentic AI will help document dwindling tribal knowledge

• Vibe coding will become mainstream

The industry should expect a lot more formalization of vibe coding capabilities leading to greater opportunities among non-coders across enterprise business units. Interesting applications resulting from agentic AI will help enterprises solve age-old problems such as the loss of institutional knowledge among an aging workforce. Plus, traditional automation platforms will get a major boost from agentic AI advancements. These are among just some of the 2026 GlobalData Predictions within the category of agile automation.

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Fall Conferences Reveal Critical Agentic AI OSS Innovations

C. Dunlap
Research Director

Summary Bullets:

• Cisco AGNTCY will be key for infrastructure multi-agentic AI frameworks leveraging security, identity, and interoperability.

• Solo.io highlighted progress in three high-profile agentic AI projects: Kagent, Agent Gateway, and Agent Registry.

The industry’s fall technology conferences have drawn to a close. Dominant themes included agentic AI integration, ecosystem partnerships to fill AI gaps, observability consolidations, and emerging open-source software (OSS) alternatives for enterprise developers.

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Oracle AI World 2025: Oracle Shifts Thinking from Technology to Outcomes; Plans Updated APEX Low-Code

C. Dunlap Research Director

Summary Bullets:

• Oracle shifts pitch from technology to outcomes, driven by AI-injected tools.

• Oracle APEXLang, slated for 2026, to modernize Oracle’s development practices.

Last week’s Oracle AI World couldn’t have been timelier, attended by customers and partners still buzzing from a corporate earnings report, which triggered the tech giant’s stock to soar based on its mounting investments in AI and cloud infrastructure.

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Next-Gen Automation Built on Agentic AI

C. Dunlap Research Director

Summary Bullets:

  • Agentic AI streamlines workflow automation and transformations.
  • Application and automation platforms to integrate agentic AI capabilities in next 12 months.

Digital transformations will receive a major boost over the next 12 months following new platform integrations with agentic AI. The AI-injected solutions will significantly streamline the creation of workflow automation, which are critical to organizations moving to migrate legacy apps to cloud environments in order to realize CICD and improved application lifecycle efficiencies.

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The Season of Agentic AI Brings Bold Promises

C. Dunlap Research Director

Summary Bullets:

  • Spring/summer platform conferences led with AI agent news and strategies
  • AI agents represent the leading innovation of app modernization, but DevOps should be wary of over-promising

During this season of cloud platform conferences, rivals are vying to own the headlines and do battle in the cloud wars through their latest campaigns and strategies involving AI agents.

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AI Agent-injected Developer Tools Hit the Market

C. Dunlap Research Director

AI innovations in the form of agents are promising new levels of automation that require little to no human interaction, targeting DevOps team members facing the arduous task of digital transformations. AI agents promise to transform the process of application development and to ease the burden of app and infrastructure modernization complexities.

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Developers are the Beneficiaries of AI Agents


C. Dunlap Research Director

Summary Bullets:

• Early agentic AI announcements focus on easing the app development/deployment process

• Agentic technology provides developers with greater access to advanced automation

Over the past few months vendors have made good on their promise, releasing the industry’s first AI agent solutions.

Overwhelmingly, those offerings are targeting enterprise developers, and for two good reasons. First, application platform providers have quickly transformed their AI assistants and copilots used largely for code generation into autonomous AI agents, attractive for their ability to automate more tasks and speed the application lifecycle; and second, the ease to which these agents help streamline new workflow automations provides developers with greater access to AI and data-driven technology previously out of reach due to a lack of expertise.

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