The market for set-top boxes -- the consumer's main point of connection to cable-based services -- is huge, and will remain so for some time. But the shape of the STB's next generation replacement or evolution is already discernable, and it's called the Home (or Broadband) Media Center. The idea, according to ABI Research, is to combine a number of electronic devices in one package. STBs, cable modems, personal video recorders, computer interface, and telephone connection boxes are all likely candidates, and plans even include interfaces for controlling household heating and appliances. ABI is skeptical about some vendors' plans to incorporate CD/DVD players in their home media centers. They won't offer the same functionality or quality as stand-alone units, they won't generate easy profits, and they will be unpopular with entertainment content owners. ABI believes that home media centers may start to replace STBs in the United States around 2008, but that the process will start later in other parts of the world.
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...