The consumer electronics (CE) market is a bright spot for 1394, a high-speed serial bus specification, also called Firewire or i.Link, that is battling with competing technologies in several markets, reports In-Stat. 1394a has increasing penetration in digital television, set top box, and portable digital audio player markets. The CE segment is forecast to be roughly equal to the PC segment in 2005 unit shipments, and will move well past it in 2006. The prospects for the technology in the computer market will be mixed. "PCs will be driven by the notebook category," says Brian O'Rourke, In-Stat analyst. "1394 will also grow in consumer desktops, but remain nearly non-existent in commercial desktops. Overall, PC peripheral growth will be negative, as high-speed USB dominates the segment." Report highlights include: The 1394c specification is close to completion. It is an attempt to jump-start 1394 as a networking technology, where it has had trouble gaining acceptance. Devices with Wireless 1394, a specification to transmit 1394 wirelessly over Ultra Wideband, should begin to hit the market in 2006.
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...