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."
The worldwide server market has entered a new phase defined almost entirely by artificial intelligence (AI) infrastructure economics rather than traditional enterprise refresh cycles. The latest market data shows robust growth and a structural shift in where value is created, who captures it, and which architectures are setting the pace for the next decade. IDC reports that worldwide server revenue reached a record $112.4 billion in the third quarter of 2025, representing a striking 61 percent year-over-year increase compared to the same quarter in 2024. For context, this means the market is adding tens of billions of dollars in incremental quarterly spend, driven overwhelmingly by AI and accelerated computing requirements. IT Server Market Development Over the first three quarters of 2025, server revenue has already reached $314.2 billion, meaning the market has nearly doubled in size compared to 2024, underscoring how AI buildouts have compressed several years of exp...