IDC report says rise of home offices means a growing PC market for U.S. households -- The portable computer market may be growing faster than the market for desktops, in part because of the rising number of home offices in the United States, according to a report by IDC. The number of home offices in the U.S. will grow from 33.1 million at the end of 2004 to 37.7 million by 2009, meaning an increase of customers likely to purchase advanced, portable, or multiple PCs, analyst Merle Sandler said on Monday. IDC defines home offices as those used by telecommuters or employees working after-hours as well as income-generating offices. Household PC penetration is near 90 percent. Within those households, at the end of 2004 portable computers were at 43.4 percent and growing. At the end of 2003, that number was 42 percent. �Households with home offices are less likely to let the kids near the computers, because of the important information in them. So they�re more likely to buy computers for students to do their homework on,� said Ms. Sandler, lead author of the June 8 report. �Home offices continue to upgrade or add additional PCs, especially higher-margin portable PCs.�
The prevailing narrative around artificial intelligence (AI) has been one of relentless scale. Bigger models, bigger clusters, bigger budgets. The assumption, largely unchallenged until recently, was that raw parameter count translated directly into competitive advantage. New research from Omdia suggests it's time to retire that assumption. According to the latest market study by Omdia, parameter growth in frontier AI models has slowed to around 5 percent annually since 2021, a stark contrast to the more than hundredfold expansion seen between 2019 and 2021. Enterprise AI Market Development For executives who have been making infrastructure and investment decisions based on the assumption that AI would keep demanding ever-larger, ever-more-expensive hardware, this finding deserves serious attention. The race to the top of the model size leaderboard has, at least for now, plateaued. Crucially, Omdia's analysts are not reading this as an AI winter. Alexander Harrowell, senior pri...