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."
Gartner's latest worldwide IT spending forecast exposes a trend every CIO has already felt in budget negotiations. Total spending will climb 14.2 percent in 2026, reaching $6.37 trillion. It seems that the IT infrastructure market is simply having a strong year. However, the more useful insight is how unevenly that growth is distributed. The Headline Number vs. The Real Story Data center systems and infrastructure as a service (IaaS) are absorbing capital at a pace several multiples faster than devices, communications services, and traditional IT services. This is not incremental growth spread across a healthy portfolio. It is a wholesale reallocation of enterprise technology budgets toward AI infrastructure, made on the expectation that demand for AI workloads will justify the outlay before that demand has been fully proven. Where the Money is Going Data center systems are forecast to grow 62.5 percent in 2026, that's up from 51.6 percent growth in 2025, reaching $822 billion....