Enterprise IP Telephony Puts In a Strong Q4 2004 in Europe While the U.S. Market Takes a Dip -- "According to Synergy Research Group's latest reports, Q4 2004 Enterprise VoIP U.S. Market Shares and Q4 2004 Enterprise VoIP EMEA Market Shares, the EMEA Enterprise IP Telephony market increased 28.1% sequentially and 88.8% year over year while its U.S. counterpart dipped 3.5% -- the first decrease ever measured for U.S. Enterprise IP Telephony. As an interesting counterpoint, the U.S. market saw 8 vendors post negative sequential growth compared to all vendors in EMEA experiencing positive growth and in many instances that growth being strong double digit. Alcatel, Avaya, and 3Com posted the strongest EMEA growth of 51, 42, and 33 percent."
Two years after ChatGPT captured the world's imagination, there's a dichotomy in the enterprise artificial intelligence (AI) market. On one side, technology vendors are making unprecedented investments in AI infrastructure and new feature capabilities. On the other, there's measured adoption from customers who carefully weigh the AI costs and proven use case benefits. Artificial Intelligence Market Development The scale of new investment is significant. Cloud vendors alone were expected to invest over $150 billion in capital expenditures in 2024, with AI infrastructure being the primary driver. This massive bet on AI's future is reflected in the rapid growth of AI server revenue. Looking at just two major players - Dell Technologies and HPE - their combined AI server revenue surged from $1.2 billion in Q4 2023 to $4.4 billion in Q3 2024, highlighting the dramatic expansion. Yet despite these investments, the revenue returns remain relatively modest. The latest TBR resea...