Lower Prices and Bundling Will Bring Broadband to 78 Million US Homes by 2010 -- After years of dominating the US market, cable operator's share of broadband Internet customers will decline steadily over the next five years, according to Strategy Analytics. Their report notes that although cable remains the leading broadband platform in the US, its share of the total base of broadband users fell from 62 to 59 percent in 2004. By the end of 2005, Strategy Analytics predicts that cable's share will slip to 57 percent, while share for telcos offering DSL and fiber services will grow from 39 to 41 percent. The combination of falling prices and multi-service bundles combining TV, telephony and high-speed Internet services will drive overall adoption of broadband sharply upward over the next five years. By 2010, the report predicts that nearly 78 million US customers will use some type of broadband service. Cable operators will account for about half of that total, while telcos will serve 43 percent of subscribers through a combination of DSL and advanced fiber networks. Meanwhile, SBC, Verizon and other telcos are using aggressive price cuts to maintain subscriber growth in DSL.
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...