eMarketer predicts that there will be nearly 70 million broadband households in the US in 2008 -- "Convergence, once only a futuristic dream, is a growing reality in homes across the continent, and it is changing the character � product offerings and competitive alignment � of some of the most powerful corporations in North America. The broadband market is no longer about only high-speed Internet access, says Ben Macklin, eMarketer Senior Analyst and author of the report. A new market is being created, including voice and video � a market worth nearly ten times the value of the Internet access business alone."
The worldwide server market has entered a new phase defined almost entirely by artificial intelligence (AI) infrastructure economics rather than traditional enterprise refresh cycles. The latest market data shows robust growth and a structural shift in where value is created, who captures it, and which architectures are setting the pace for the next decade. IDC reports that worldwide server revenue reached a record $112.4 billion in the third quarter of 2025, representing a striking 61 percent year-over-year increase compared to the same quarter in 2024. For context, this means the market is adding tens of billions of dollars in incremental quarterly spend, driven overwhelmingly by AI and accelerated computing requirements. IT Server Market Development Over the first three quarters of 2025, server revenue has already reached $314.2 billion, meaning the market has nearly doubled in size compared to 2024, underscoring how AI buildouts have compressed several years of exp...