We have the technology, but will consumers subscribe to the services? -- "Tiny TVs have been around for decades without having much impact. That's about to change, according to a new study from ABI Research. New technologies mean that in the next few years, mobile phone users will be able to watch high quality, full-motion video on their small screens. Subscribers will also be able to access linked content, and buy program-related products and services from their wireless service providers. Ken Hyers, the firm's principal analyst of global wireless operator research, says that the new services will be based on a one-to-many model like conventional broadcast TV, rather than using the restricted bandwidth of mobile data networks. Next month these digital video broadcast networks will launch in Japan and South Korea, with similar services to debut in the US, Europe and elsewhere in late 2006 or early 2007. The content will largely mimic that of the short clips now available from some mobile services: news headlines, sports, children's programs, drama Mobisodes and music videos."
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...