TV and video competition is extending past traditional terrestrial, cable and satellite, to telecoms behemoths (IPTV) -- "When telcos with IPTV aspirations acknowledge the difficulty in competing with broadcasters for TV audience in sophisticated markets like the UK (where digital terrestrial, cable and satellite penetration is strong), and acknowledge VoD transactions need to be high volume/price to make a profit contribution (since networks require upgrades and media firms take around 60% of revenues), they may consider the provision of more niche content as a differentiator."
Enterprise AI budgets are flowing in two directions at once, and only one of them builds an asset the buyer actually controls. Gartner's latest forecast puts worldwide AI spending at $2.7 trillion in 2026, but the composition of that figure matters far more than the total. Executives who read only the headline will miss the tension between what they are buying and what they actually own. The Number Behind the Number Gartner projects 2026 AI spending is a 49.5 percent increase over 2025, with $3.6 trillion forecast for 2027. AI infrastructure accounts for $1.5 trillion of this year's total, more than half. Gartner's John-David Lovelock calls the data center buildout the largest infrastructure project humanity has undertaken, and describes demand as inelastic even as memory prices climb. Compute Concentration is a Sovereignty Issue Gartner expects hyperscalers and service providers buying AI-optimized servers to remain the largest single area of spending. For an enterprise, t...