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 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...