EchoStar and DirecTV, the two competing satellite broadcasters in the United States, have both announced increases in their number of subscribers -- EchoStar added around 325,000 new subscribers to its Dish Network in the first quarter of the 2005, bringing its total number of satellite customers to 11.23 million. DirecTV added over half a million subscribers in the United States in the same period, an increase of over 20 percent on the previous year. At the end of March, DirecTV had a total of 14.45 million customers, a 14 percent increase on a year previously. Chase Carey, president and chief executive of DirecTV, said the company is moving quickly to enhance its service, launching three new satellites to allow it to introduce compelling new programming services. At the end of the year the company will also introduce a Home Media Center.
Two years after ChatGPT captured the world's imagination, there's a dichotomy in the enterprise artificial intelligence (AI) market. On one side, technology vendors are making unprecedented investments in AI infrastructure and new feature capabilities. On the other, there's measured adoption from customers who carefully weigh the AI costs and proven use case benefits. Artificial Intelligence Market Development The scale of new investment is significant. Cloud vendors alone were expected to invest over $150 billion in capital expenditures in 2024, with AI infrastructure being the primary driver. This massive bet on AI's future is reflected in the rapid growth of AI server revenue. Looking at just two major players - Dell Technologies and HPE - their combined AI server revenue surged from $1.2 billion in Q4 2023 to $4.4 billion in Q3 2024, highlighting the dramatic expansion. Yet despite these investments, the revenue returns remain relatively modest. The latest TBR resea...