According to an Instat report entitled Worldwide Electronic Entertainment: Packaged Goods Value And Network-Connected Households -- "By 2009, we believe that nearly 55% of all TV households will be connected to Cable TV (analog or digital), Satellite Pay-TV services, Digital Terrestrial networks, or emerging Broadband TV services. Sales of Hollywood movies on Standard DVDs will experience slowing growth, but the emergence of new formats and new content coming to DVD will drive the value of the total market forward. Worldwide value of all DVD discs will grow from about US$33 Billion during 2004, up to US$76.5 Billion during 2009, a Compound Annual Growth Rate of 18.3%"
Enterprise AI budgets are flowing in two directions at once, and only one of them builds an asset the buyer actually controls. Gartner's latest forecast puts worldwide AI spending at $2.7 trillion in 2026, but the composition of that figure matters far more than the total. Executives who read only the headline will miss the tension between what they are buying and what they actually own. The Number Behind the Number Gartner projects 2026 AI spending is a 49.5 percent increase over 2025, with $3.6 trillion forecast for 2027. AI infrastructure accounts for $1.5 trillion of this year's total, more than half. Gartner's John-David Lovelock calls the data center buildout the largest infrastructure project humanity has undertaken, and describes demand as inelastic even as memory prices climb. Compute Concentration is a Sovereignty Issue Gartner expects hyperscalers and service providers buying AI-optimized servers to remain the largest single area of spending. For an enterprise, t...