ABI Research suggests HSDPA as a Low-Cost Path to Fast Mobile Broadband -- "Mobile communications infrastructure vendors and carriers, impatiently waiting to offer their customers mobile broadband services, would do well to consider HSDPA (High-Speed Downlink Packet Access) as an economical alternative. The prerequisites, according to ABI Research, are the rollouts of the next-generation UMTS networks that are starting to take place in Europe and Asia, and are planned for other regions. The area covered by these networks should expand and fill out very quickly starting in about 12 months, according to ABI Research. The arrival of this technology should boost data traffic and revenues, as well as demand for data cards. What about WiMAX's promise of ubiquitous broadband? IEEE 802.16e will most likely be offered mainly in dense metropolitan areas, and while it will be faster than HSDPA, and cheaper per bit, the upfront deployment costs are much, much higher."
Enterprise AI budgets are flowing in two directions at once, and only one of them builds an asset the buyer actually controls. Gartner's latest forecast puts worldwide AI spending at $2.7 trillion in 2026, but the composition of that figure matters far more than the total. Executives who read only the headline will miss the tension between what they are buying and what they actually own. The Number Behind the Number Gartner projects 2026 AI spending is a 49.5 percent increase over 2025, with $3.6 trillion forecast for 2027. AI infrastructure accounts for $1.5 trillion of this year's total, more than half. Gartner's John-David Lovelock calls the data center buildout the largest infrastructure project humanity has undertaken, and describes demand as inelastic even as memory prices climb. Compute Concentration is a Sovereignty Issue Gartner expects hyperscalers and service providers buying AI-optimized servers to remain the largest single area of spending. For an enterprise, t...