Controlling Key Distribution Points in the Digital Home Value Chain will Determine Who Gets Lion's Share of $90 Billion US Broadband Profit Pool -- "The digital home revenue and profit landscape will be determined in large part by which players dominate key "control points" in the digital home, according to The Diffusion Group. several examples of these control points, include: Network access - the physical link to the home; Media access, including protocols and formats - including digital rights management (DRM), asset management, and video standards; Delivery and application platforms - including content delivery, device management, and operations system and support software/middleware; and Unique and defendable IP - including content creation and imaging technologies, as well as operating systems. As convergence technologies work their way deeper into the broadband homes, competing players will have the chance to solidify market position and extract higher profits from the total pool - a pool that is expected to grow from $50 billion in 2005 to almost $90 billion by 2010."
The worldwide server market has entered a new phase defined almost entirely by artificial intelligence (AI) infrastructure economics rather than traditional enterprise refresh cycles. The latest market data shows robust growth and a structural shift in where value is created, who captures it, and which architectures are setting the pace for the next decade. IDC reports that worldwide server revenue reached a record $112.4 billion in the third quarter of 2025, representing a striking 61 percent year-over-year increase compared to the same quarter in 2024. For context, this means the market is adding tens of billions of dollars in incremental quarterly spend, driven overwhelmingly by AI and accelerated computing requirements. IT Server Market Development Over the first three quarters of 2025, server revenue has already reached $314.2 billion, meaning the market has nearly doubled in size compared to 2024, underscoring how AI buildouts have compressed several years of exp...