A Flood of Low-Spending Users Dilute Profit Margins -- "The latest quarterly Strategy Analytics wireless operator benchmarking study indicates potentially serious global operator profit slides, as global margins fell below 40 percent for the first time in eight quarters. While subscriber volumes rose by 24 percent, year on year EBITDA was up by less than 4 percent, resulting in a 15 percent decline in average margins per user (AMPU). Globally, AMPU among the operators fell by 15 percent over the previous year, to a low of $11.54 in Q4 2004, from 2003's $15-plus figure. The heaviest declines were in Central & Eastern Europe and Asia-Pacific, both regions where exceptionally high subscriber growth among lower-value customers has outstripped profitability. Even more mature markets have not been immune to AMPU declines, with 3 percent declines in North America and Western Europe as competitive pressures and, in the case of Europe, regulatory interconnect rate cuts, left their mark."
The rapid evolution of artificial intelligence (AI) and hyperscale cloud computing is fundamentally reshaping data center infrastructure, and liquid cooling is emerging as an indispensable solution. As traditional air-cooled systems reach their physical limits, the IT industry is under pressure to adopt more efficient thermal management strategies to meet growing demands, while complying with stringent environmental regulations. Liquid Cooling Market Development The latest ABI Research analysis reveals momentum in liquid cooling adoption. Installations are forecast to quadruple between 2023 and 2030. The market will reach $3.7 billion in value by the decade's end, with a CAGR of 22 percent. The urgency behind these numbers becomes clear when examining energy metrics: liquid cooling systems demonstrate 40 percent greater energy efficiency when compared to conventional air-cooling architectures, while simultaneously enabling ~300-500 percent increases in computational density per rac...