Mobile carrier capital expenditures (CAPEX) on infrastructure will enter a progressive decline beginning in 2006 that will see infrastructure investments decrease from 47 percent of total operator CAPEX to 33 percent by 2009. While infrastructure spending will remain the largest slice of the CAPEX pie, Pyramid Research�s new report examines how vendors must adapt their business models to address the evolving mobile operator expenditure patterns to capture new, non-infrastructure investment opportunities. Report author Ozgur Aytar states, �The rapid growth of non-infrastructure spending is due to the combined effect of factors ranging from demand for additional capacity to convergence and network evolution towards next-generation networks (NGNs).� Operator investments are shifting from coverage-based radio network deployments towards advancements in the core network, new applications, and network professional services. Increasing network complexity and the fierce competitive market are creating new business opportunities outside of the traditional equipment business for vendors. The opportunities with managed services, systems integration, performance services, and other consultative services will experience rapid growth over the next several years.
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...