As telecom operators push hard to roll out Internet Protocol (IP) television services worldwide, they face major roadblocks in the shape of licensing and franchising issues, according to new studies from ABI Research. On one side, content providers worry about the security of IP networks, which are certainly not immune to hacking. These concerns affect the license arrangements they must reach with telcos wishing to distribute their intellectual property. From another quarter, cable operators -- justifiably fearing Telco IPTV encroachment on their traditional turf -- are lobbying governments fiercely to ensure that the telcos pay the same sort of franchise fees and go through the same degree of legal bureaucracy that they do. According to ABI principal analyst, Michael Arden, "In the US, this means thousands and thousands of individual contracts. Overseas, with lower cable penetration and less stringent government regulations, it is often a smaller problem." A partial solution -- at least for those telcos that can access fiber-to-the-home networks -- is "RF overlay", in which the TV signals are sent down the fiber network in a format equivalent to that used by cable services themselves. RF overlay is "a next-best solution to get content to the market quickly."
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...