China's Residential Subscriber Base Will Triple by 2010 -- "Driven by explosive growth in China, the number of homes using broadband Internet services in the Asia-Pacific region will grow from 61 million today to 176 million by 2010, according to a new Strategy Analytics forecast, Residential Broadband Internet Service in the Asia-Pacific Region: Market Outlook & Analysis. The firm predicts that although China trails other Asian markets in broadband adoption today, the immense size of the Chinese consumer market will make it a key driver for broadband growth in the region. By 2010, the Chinese market will account for 64 percent of all residential broadband users in the region, up from less than 40 percent today. The Asia-Pacific region also includes countries that already lead the world in broadband adoption. 77 percent of homes in South Korea use broadband today, while Taiwan, Hong Kong and Singapore all boast penetration rates of 50 percent or more. In these mature markets, service providers will need to use a combination of higher access speeds, lower prices and rich media content to sustain growth over the next five years."
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...