The new IP TV Market Leader Report measures the competitive position of 62 suppliers for 223 service providers -- "Some of the sector highlights include surprises: in the Middleware sector, Microsoft joined forces with Alcatel, winning long-term contracts with SBC in the U.S. In Set-top Boxes, while competition remains balanced among multiple suppliers, such as Motorola, Pace, Amino, Kreatel, i3 and others, Yuxing gained strength in Asia based on its deployment in PCCW/Hong Kong. In VOD Servers, while Kasenna and Bitband maintained leadership in North America and Europe, respectively, Entone won a big contract with PCCW (Hong Kong), which strengthened its position in China. In Access Hardware, while Motorola maintained dominance in small U.S. independent telcos, its global market position slipped due in part to the industry trend towards Gigabit Ethernet/IP and away from its ATM technology. In the Content Protection sector, Widevine has taken a strong position in Asia and North America, while Via Access is doing well with its deployment in France Telecom."
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...