Hopes for Telco triple-play go back some time, observed Phil Corman, Director of Microsoft TV, and as the US West Choice TV & Online service demonstrated, the results have been disappointing -- So why now? For telcos, it is becoming a matter of simple survival, said Corman, and compared to earlier efforts, this time the technology is ready. An important starting point, said Corman, is to consider what IPTV is not. �IPTV is not video streaming over the Internet, watching TV on your PC or merely a best-efforts video service. It has to be based on a proven business model.� Corman believes a key to the new paradigm will be the Electronic Program Guide that allows users to navigate the service. One of the benchmarks for enabling IPTV is the establishment of a viable ecosystem of technology suppliers and content providers. Microsoft�s recently announced strategic partnership with Alcatel is aimed at achieving this goal, explained Corman. Microsoft�s other IPTV partners include Tandberg and Harmonic for video headend. At the client side, Microsoft is looking for mass-market IP set-boxes at price points below $100. Here partners include Thomson, Samsung, Sigma Designs, ST and Intel. Corman said Microsoft currently has about a dozen customers for its IPTV service, including the recent high-profile wins at BellSouth, SBC and Verizon.
Gartner's latest worldwide IT spending forecast exposes a trend every CIO has already felt in budget negotiations. Total spending will climb 14.2 percent in 2026, reaching $6.37 trillion. It seems that the IT infrastructure market is simply having a strong year. However, the more useful insight is how unevenly that growth is distributed. The Headline Number vs. The Real Story Data center systems and infrastructure as a service (IaaS) are absorbing capital at a pace several multiples faster than devices, communications services, and traditional IT services. This is not incremental growth spread across a healthy portfolio. It is a wholesale reallocation of enterprise technology budgets toward AI infrastructure, made on the expectation that demand for AI workloads will justify the outlay before that demand has been fully proven. Where the Money is Going Data center systems are forecast to grow 62.5 percent in 2026, that's up from 51.6 percent growth in 2025, reaching $822 billion....