Digital Subscriber Line Access Multiplexers (DSLAMs) port shipments grew at a solid rate in 2004, but the rate of growth is expected to decline in coming years as the DSL market matures, reports In-Stat. The competition in the DSLAM market is fierce with many large global vendors and small vendors competing for contracts, a trend that will shrink average selling prices over the next several years, the high-tech market research firm says. "Worldwide DSLAM revenues will stay relatively flat, ranging from $3.1 - $3.3 billion over the next several years," says Henry Goldberg, In-Stat analyst. "The market will be highly competitive, with vendors increasing revenues only by taking market share away from other vendors." Alcatel had the leading market share in all regions, except the Asia-Pacific region, in 2004. Huawei had the second-leading worldwide market share, driven by their sales to the booming broadband market in China. IP DSLAMs are growing in popularity, and will become the dominant form of DSLAM in the future, replacing the older, ATM-based DSLAMs. DSLAM vendors also need to have a complete solution for support of triple-play services.
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...