"SBC awarded a $195 million, multi-year contract to Scientific-Atlanta to provide IP-based video equipment for Project Lightspeed in its 13-state service area. Scientific-Atlanta will supply IP video equipment for an IP video operations center (VOC), two national IP video super hub offices (SHO) and 41 IP video hub offices (VHO). Scientific-Atlanta will provide encoders, satellite dishes, video routers, and professional services as part of the contract. Scientific-Atlanta will also provide professional services related to the initial design and builds of the VOC, SHOs and VHOs. In November 2004, SBC announced a $400 million, 10-year agreement with Microsoft to provide next-generation television services using the new Microsoft IPTV Edition software platform."
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...