The various categories of Digital Video Headends, and their Gigabit Ethernet components, are on a fast growth track and are expected to surge past $2.6 billion by 2009, reports In-Stat. Compared with indicators from other telecom segments, this segment's projected Compound Annual Growth Rate (CAGR) of 32.3 percent through 2009 is astounding. The report found that Gigabit Ethernet provides fully converged IP networks that are capable of delivering multiple services beyond the "triple play" of video, voice, and high-speed data. Cable TV and IPTV (also known as TelcoTV) services need to extend their brands beyond consumers' TV sets, and new GigE networks create the kind of flexible infrastructure that permits Content to become portable. High Definition TV (HDTV) and On Demand services are complicating bandwidth issues for Cable TV and IPTV services, creating demand for IP video equipment. Emerging opportunities in Europe and Asia will spur growth forward.
Gartner's latest worldwide IT spending forecast exposes a trend every CIO has already felt in budget negotiations. Total spending will climb 14.2 percent in 2026, reaching $6.37 trillion. It seems that the IT infrastructure market is simply having a strong year. However, the more useful insight is how unevenly that growth is distributed. The Headline Number vs. The Real Story Data center systems and infrastructure as a service (IaaS) are absorbing capital at a pace several multiples faster than devices, communications services, and traditional IT services. This is not incremental growth spread across a healthy portfolio. It is a wholesale reallocation of enterprise technology budgets toward AI infrastructure, made on the expectation that demand for AI workloads will justify the outlay before that demand has been fully proven. Where the Money is Going Data center systems are forecast to grow 62.5 percent in 2026, that's up from 51.6 percent growth in 2025, reaching $822 billion....