Americans Look Forward To Competitive Bundled Communications Services, Ipsos Study Shows -- "In the rapidly evolving and soon to be competitive environment of delivering phone, cable TV and Internet services in the home, cable operators have fast taken the lead as the bundled service provider. And, most operators expect their investment to generate double-digit topline and cash flow growth for their bundling strategies. The phone companies are right on their heels and will soon be evaluating their return on investment for triple and quadruple play bundles. How will all of this net out? According to the Ipsos-Insight study that looked at a number of price and service scenarios, a significant minority of American consumers is ready to switch to a bundled package offered by a single provider."
Two years after ChatGPT captured the world's imagination, there's a dichotomy in the enterprise artificial intelligence (AI) market. On one side, technology vendors are making unprecedented investments in AI infrastructure and new feature capabilities. On the other, there's measured adoption from customers who carefully weigh the AI costs and proven use case benefits. Artificial Intelligence Market Development The scale of new investment is significant. Cloud vendors alone were expected to invest over $150 billion in capital expenditures in 2024, with AI infrastructure being the primary driver. This massive bet on AI's future is reflected in the rapid growth of AI server revenue. Looking at just two major players - Dell Technologies and HPE - their combined AI server revenue surged from $1.2 billion in Q4 2023 to $4.4 billion in Q3 2024, highlighting the dramatic expansion. Yet despite these investments, the revenue returns remain relatively modest. The latest TBR resea...