Telcos Need More Than TV And Broadband For ROI -- According to Forrester Research, Telcos, faced with a growing list of competitors and rising capital expenses, are looking to TV services to offset shrinking core revenues. But even coupled with voice and broadband Internet services, TV revenues will not recoup the costs of a multi-billion dollar broadband upgrade. Telcos will need to add a myriad of other services like home security, network-based storage, and video surveillance services to make a profit. Telcos core voice and data businesses have taken a beating. The mean monthly spend on local services has stagnated at $29.17 down from $31.70 in 2003. Monthly long distance spending has fallen from $18.33 to $12.75 during the same time. It will get worse, because VoIP promises to drive prices closer to $30 for unlimited local and nationwide long distance.
The global semiconductor industry is experiencing a historic acceleration driven by surging investment in artificial intelligence (AI) infrastructure and computing power. According to the latest IDC worldwide market study, 2025 marks a defining year in which AI's pervasive impact reconfigures industry economics and propels record growth across the compute segment of the semiconductor market. Semiconductor Market Development IDC’s latest data reveals an insightful projection: The compute segment of the semiconductor market is on track to grow 36 percent in 2025, reaching $349 billion. This segment, which encompasses logic chips powering CPUs, GPUs, and AI accelerators, will sustain a robust 12 percent compound annual growth rate (CAGR) through 2030. These numbers underscore not only current momentum but a structural shift driven by large-scale adoption of AI workloads spanning cloud, edge, and on-premises deployment models. The scale of investment is unprecedented. As organizations ...