According to TelecomTV, "T-Mobile USA this morning published the first user statistics for its Wi-Fi fast Internet access service. It shows that 450,000 people paid to use the service over the past three months. The fact that T-Mobile USA, hitherto extremely coy about publishing Wi-Fi user statistics, has now made its last quarter�s figures available is evidence that the carrier believes the technology is being taken up by enough users for to be regarded as a real service with a real potential to make real money. Previously the operator had refused to provide any guidance as to the number of users of its system and services and even now will not give comparative figures that show the difference between the number of users last year and this, leading to inevitable speculation that a twelve months ago its user base consisted of two men and an educated dachshund called Ferdy."
Two years after ChatGPT captured the world's imagination, there's a dichotomy in the enterprise artificial intelligence (AI) market. On one side, technology vendors are making unprecedented investments in AI infrastructure and new feature capabilities. On the other, there's measured adoption from customers who carefully weigh the AI costs and proven use case benefits. Artificial Intelligence Market Development The scale of new investment is significant. Cloud vendors alone were expected to invest over $150 billion in capital expenditures in 2024, with AI infrastructure being the primary driver. This massive bet on AI's future is reflected in the rapid growth of AI server revenue. Looking at just two major players - Dell Technologies and HPE - their combined AI server revenue surged from $1.2 billion in Q4 2023 to $4.4 billion in Q3 2024, highlighting the dramatic expansion. Yet despite these investments, the revenue returns remain relatively modest. The latest TBR resea...