North American Mobile Market Consolidation Decreases Operator CAPEX by $2.5 Billion says Pyramid Research -- "The wave of mobile operator consolidation in North America will reduce infrastructure expenditures by $2.5 billion during the 2005-2009 period according to the latest Pyramid Research forecasts. Through the combination of networks, the New Cingular will reduce CAPEX by $5 billion over a five year period compared to AT&T and Cingular�s combined CAPEX projections compiled last year. Similarly, the merger of Canada�s Rogers and Microcell will result in a $170 million decrease in equipment investment. Dampening the impact on equipment sales from market consolidation is greater than expected increases in minutes of use and subscriber uptake. Pyramid concludes, the recent activity is a hit to equipment vendors that can be countered by landing service contracts for network management and other services."
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...