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.
Enterprise AI budgets are flowing in two directions at once, and only one of them builds an asset the buyer actually controls. Gartner's latest forecast puts worldwide AI spending at $2.7 trillion in 2026, but the composition of that figure matters far more than the total. Executives who read only the headline will miss the tension between what they are buying and what they actually own. The Number Behind the Number Gartner projects 2026 AI spending is a 49.5 percent increase over 2025, with $3.6 trillion forecast for 2027. AI infrastructure accounts for $1.5 trillion of this year's total, more than half. Gartner's John-David Lovelock calls the data center buildout the largest infrastructure project humanity has undertaken, and describes demand as inelastic even as memory prices climb. Compute Concentration is a Sovereignty Issue Gartner expects hyperscalers and service providers buying AI-optimized servers to remain the largest single area of spending. For an enterprise, t...