"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."
Every product roadmap conversation with a technology vendor now runs through one filter that has nothing to do with the roadmap itself: does the company have an AI story that a buyer's finance team would actually underwrite. Forrester Research just gave that gut check a formal structure. Its newly introduced AI Disruption Model evaluates 17 technology and service categories, spanning more than 200 individual markets, against nine factors including AI substitutability, labor intensity, and switching costs. The finding that should reorder tech vendor strategy conversations this quarter is not which markets grow. It is how few of them do, and what that scarcity means for everyone else. Only Three Categories Get an Unambiguous Green Light According to the research, infrastructure providers such as cloud platforms, data centers, and storage; data and AI providers spanning models, platforms, and governance tooling; and cybersecurity and identity providers covering zero trust and AI agent...