Verizon has launched an Enhanced Communities project aimed at signing-up the developers of single-family residential communities to promote its FTTH initiative -- "Verizon offers developers the opportunity to market voice service, FiOS high-speed Internet Service at up to 30 megabits per second, and FiOS TV service over the fiber cables. Verizon's digital TV package is under development now, for introduction to the market later this year. More than a dozen such marketing agreements have already been signed, including Pulte Homes, Pardee Homes and KB Home, as well as partnering with several large developments in Southern California and Northern Virginia. The Enhanced Communities Group has recruited a dedicated sales team from an existing Verizon sales team."
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...