"New digital delivery services are not likely to supplant the DVD business, but rather bring digital entertainment to people by adding either convenience or accessibility that complements what the "Packaged Goods" can provide, reports In-Stat. More consumers want instant access to video on their TV sets, portable devices and cell phone handsets, but DVDs will continue to be a popular medium and will continue to experience substantial growth. The worldwide value of all published DVD products is expected to grow with a Compound Annual Growth Rate of 18.2%, from about $33 Billion during 2004, up to $76.5 Billion by 2009. By 2009, nearly 55% of all TV households will be connected to at least one of the non-traditional network delivery systems such as Cable TV, Satellite networks, Digital Terrestrial TV or Broadband TV service."
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...