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."
The prevailing narrative around artificial intelligence (AI) has been one of relentless scale. Bigger models, bigger clusters, bigger budgets. The assumption, largely unchallenged until recently, was that raw parameter count translated directly into competitive advantage. New research from Omdia suggests it's time to retire that assumption. According to the latest market study by Omdia, parameter growth in frontier AI models has slowed to around 5 percent annually since 2021, a stark contrast to the more than hundredfold expansion seen between 2019 and 2021. Enterprise AI Market Development For executives who have been making infrastructure and investment decisions based on the assumption that AI would keep demanding ever-larger, ever-more-expensive hardware, this finding deserves serious attention. The race to the top of the model size leaderboard has, at least for now, plateaued. Crucially, Omdia's analysts are not reading this as an AI winter. Alexander Harrowell, senior pri...