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 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...