Americans are spending slightly less time online that they did a year ago, while some of their counterparts in Asia and Europe are logging longer hours on the Net -- "A study released by Nielsen/NetRatings looked at how much time, on average, people spend online at home. Average usage time for U.S. citizens dipped by 2 percent from a year ago, to 13 hours and 44 minutes a month, the study showed. Hong Kong, conversely, topped the list with its per-person average almost reaching 22 hours a month. The year-over-year growth for Hong Kong was 25 percent. The research firm said emerging Internet markets such as Australia, France, Hong Kong, Italy and Japan could be a better target for Internet companies."
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...