Analysis of Strategies, Potential, and Key Players -- "Telco enthusiasm for triple play is rapidly growing. Already numerous upstarts and incumbent telcos have moved into a sector that was once the preserve of cable companies; more plan to do so over the next few months. In this report, we analyze the key themes surrounding triple play and answer the core question: is the belief in triple play justified? Included is an assessment of triple play�s impact on revenues, margins, market share, ARPU and churn. We also provide details of how we expect the triple play sector to develop, and the companies that will shape the landscape. This report examines two operators in detail: FastWeb of Italy and NTL of the UK . Our analysis is also shaped by the examination of activities and plans of other companies, such as Auna of Spain and Free Telecom of France. We have drawn on the experiences of all these companies to address � in addition to the overarching questions relating to triple play � more specific themes, such as the suitability of ADSL to offer triple play versus fiber to the home (FTTH), and the importance of content in a triple play package."
The prevailing narrative around artificial intelligence (AI) has been one of relentless scale. Bigger models, bigger clusters, bigger budgets. The assumption, largely unchallenged until recently, was that raw parameter count translated directly into competitive advantage. New research from Omdia suggests it's time to retire that assumption. According to the latest market study by Omdia, parameter growth in frontier AI models has slowed to around 5 percent annually since 2021, a stark contrast to the more than hundredfold expansion seen between 2019 and 2021. Enterprise AI Market Development For executives who have been making infrastructure and investment decisions based on the assumption that AI would keep demanding ever-larger, ever-more-expensive hardware, this finding deserves serious attention. The race to the top of the model size leaderboard has, at least for now, plateaued. Crucially, Omdia's analysts are not reading this as an AI winter. Alexander Harrowell, senior pri...