If the competitiveness of nations can be measured by their broadband subscriber rolls, then the United States is on the verge of losing its leadership to China, market researchers at iSuppli Corporation suggest -- China already is rapidly approaching the United States as the country with the largest number of broadband subscribers, according to the El Segundo, California-based firm, and by the end of the year, China is expected to have 34 million subscribers, compared to 39 million in the United States. By the end of 2007, China is expected to have 57 million broadband subscribers, compared to 54 million in the United States, with an even wider lead in the years to follow. As nations jockey for economic advantage, broadband access is emerging as a key competitive differentiator, iSuppli noted. iSuppli estimates that at the end of 2004, the United States ranked 15th worldwide for broadband penetration of Internet homes. If nothing dramatic occurs, iSuppli expects America�s ranking to continue to decline in the coming years.
Gartner's latest worldwide IT spending forecast exposes a trend every CIO has already felt in budget negotiations. Total spending will climb 14.2 percent in 2026, reaching $6.37 trillion. It seems that the IT infrastructure market is simply having a strong year. However, the more useful insight is how unevenly that growth is distributed. The Headline Number vs. The Real Story Data center systems and infrastructure as a service (IaaS) are absorbing capital at a pace several multiples faster than devices, communications services, and traditional IT services. This is not incremental growth spread across a healthy portfolio. It is a wholesale reallocation of enterprise technology budgets toward AI infrastructure, made on the expectation that demand for AI workloads will justify the outlay before that demand has been fully proven. Where the Money is Going Data center systems are forecast to grow 62.5 percent in 2026, that's up from 51.6 percent growth in 2025, reaching $822 billion....