According to Forrester Research Telcos' IPTV Subscribers Will Barely Surpass 2 Million By 2009 -- "Telcos have jumped on the TV bandwagon, but it won't be an easy ride. Entering the market means spending billions in network upgrades, rolling out services with unproven IPTV platforms, and navigating the difficult content acquisition process. IPTV promises great content selection, more interactivity, and enhanced TV features, such as faster channel changing. But given telcos' lame track record with selling new services like DSL, we expect their TV efforts to get off to a slow start. With limited consumer interest in triple play and difficulty in creating product differentiation, telcos will remove profit from the TV services market as they launch price wars to grab consumers."
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...