Nokia Networks, Microsoft Elata and Motricity Are Best Positioned Vendors -- Strategy Analytics released, "Mobile Content Delivery Platforms: Search for Value-Add and Scale as Solutions Commoditize." This report concludes that network operators are now more concerned with the commercial aspects of content provisioning as the majority of the technical problems have been solved and little functional differentiation exists between the competing platforms. As the content market matures, the number of content retailers will proliferate, making it a growing target segment for platform vendors. However, Philip Taylor, a Director in the Strategy Analytics Global Wireless Practice, notes, "Increasingly, purchase decisions will be made by operators on the basis of a variety of commercial factors including the business objective of the operator, the compatibility of the delivery platform with existing administration systems, the financial stability of the platform vendor and the strength of the platform vendor's partnerships with other IT Services companies. Outside of this, the ability to offer value added services, such as Campaign Management will also make a difference to vendors competing for operator business."
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...