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."
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...