DVR view: Fast forward or slo-mo? -- Industry observers and research firms say that digital video recorders are popular in the U.S., but there�s little they agree on beyond that, such as how quickly DVRs will reach critical mass and what effect the commercial-skipping gadgets will have on the TV advertising industry. Case in point: Research and consulting firm Accenture predicted late last week that DVRs will reach into 40 percent of U.S. homes by 2009, up from 8 percent today. Accounting firm PricewaterhouseCoopers, meanwhile, says in its latest five-year forecast that only 23.6 percent of U.S. households will boast DVRs in 2009. Accenture says up to 50 percent of all commercials are skipped in homes with DVRs, while PwC, citing a CBS study, says that 64 percent of DVR viewers skip all commercials, and 26 percent skip most of them. Accenture says that ad skipping will result in a slower-growing TV ad industry, while PwC�s �Global Entertainment and Media Outlook: 2005-2009� report concludes that, �on balance, we do not expect DVRs to have a significant impact on television advertising.�
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...