According to In-Stat, shipments for broadband customer premise equipment (CPE) increased 23 percent in 1Q05 from the same quarter in 2004. Revenue was up by 20 percent from 2004. CPE products include modems, routers, and residential gateways. Increasing Voice over IP (VoIP) deployments by cable operators in North America contributed to shipment and revenue growth for cable modems. Embedded Multimedia Terminal Adapters, (E-MTAs) comprised more than 20 percent of cable modem shipments in 1Q05. Shipments of standalone DSL modems increased only slightly as more DSL service providers moved to residential gateway equipment. As service providers move to triple-play business models, where voice, video and data applications are delivered over a single access subscription, broadband equipment vendors and their suppliers are adding increased functionality to their products. In-Stat began tracking VoIP-enabled equipment in 1Q05.
The prevailing narrative around artificial intelligence (AI) has been one of relentless scale. Bigger models, bigger clusters, bigger budgets. The assumption, largely unchallenged until recently, was that raw parameter count translated directly into competitive advantage. New research from Omdia suggests it's time to retire that assumption. According to the latest market study by Omdia, parameter growth in frontier AI models has slowed to around 5 percent annually since 2021, a stark contrast to the more than hundredfold expansion seen between 2019 and 2021. Enterprise AI Market Development For executives who have been making infrastructure and investment decisions based on the assumption that AI would keep demanding ever-larger, ever-more-expensive hardware, this finding deserves serious attention. The race to the top of the model size leaderboard has, at least for now, plateaued. Crucially, Omdia's analysts are not reading this as an AI winter. Alexander Harrowell, senior pri...