"As of March 2005, 10 million homes around the world were watching HDTV programming on a high-definition TV set. By the end of 2005, the worldwide total of these HDTV service households is projected to reach 15.5 million, reports In-Stat. The rate of growth of HDTV households will continue to be strong over the next several years, and by 2009, HDTV households worldwide are forecasted to reach 52 million, according to the high-tech market research firm. HDTV services are widely available in only five countries: Australia, Canada, Japan, the United States, and South Korea. There are currently 4 million HDTV households in the US, up from 1.6 million in March 2004."
The trillion-dollar cloud hyperscaler build-out was underwritten by a simple bet: that enterprises would keep paying a premium for Frontier AI compute indefinitely. The latest market data suggests that AI infrastructure investment is being tested faster than anyone budgeted for, and the shift is not a forecast. It already happened. The Market Flipped in a Year Juniper Research reports that American frontier labs -- Google, OpenAI, and Anthropic among them -- previously accounted for roughly 70 percent of the work run through OpenRouter; the open marketplace where developers choose between competing models. Today that share has fallen to around 30 percent. Why? Chinese models are now running for up to 90 percent less than their U.S. counterparts on the OpenRouter platform. It's not a gradual erosion. It is a market share collapse, and it happened inside a single budget cycle. Cheap Wins Volume, Quality Still Commands a Premium The economic picture is not uniformly bearish for Wester...