Over thirty companies worldwide represented at BSF meeting -- At its first meeting, the members of the Broadband Services Forum (BSF) set the direction of the group�s future initiatives. Project work on IPTV and dynamic and interactive services such as gaming and video were given top priority by a poll of the meeting�s attendees. Content-to-go was another area on which the BSF membership wanted to focus. These areas will top the BSF�s agenda in 2005. The input from a membership representing diverse industry segments within the broadband market is one of the greatest strengths of the BSF. �As the only industry group that represents the interests of service providers, content providers and technology vendors, the BSF is a unique position to address the profitable new services that are critical to all of these stakeholders,� said BSF Chairman Derek Kuhn. The keynote The Promise of IP Television was delivered by Amy Friedlander, SVP of Programming at SBC. In her presentation, Friedlander shared SBC�s services vision, and provided valuable insights into how service providers and their partners can work together to define and monetize new services.
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...