Unfortunately although much of the news has been positive for the TelcoTV market, there have also been negative announcements, such as Swisscom's postponement of their commercial deployment named Bluewin. Microsoft announced that Motorola will integrate Microsoft's IPTV platform into its IP set top boxes. Scientific-Atlanta is also showing the Microsoft TV IPTV platform in their booth. Network access equipment providers continue to partner with IPTV middleware vendors. We have Microsoft and Alcatel, Siemens and Myrio, and now Lucent has a strategic alliance with Orca. In other middleware news, Myrio announced its Myrio Interactive Creator, which will enable the service provider to truly customize their user interface by designing the layout and appearance of the content. Amino, the second largest supplier of IP set top boxes based on 2004 unit market share, announced a standard definition IP set top box capable of decoding MPEG-4 AVC. UK competitor Pace announced an IP set top box with hardware MPEG-4 AVC decoding in May, but it will not be available until September.
The global cloud computing market is undergoing new significant growth, driven by the rapid adoption of artificial intelligence (AI) and the demand for flexible, scalable infrastructure. The recent market study by International Data Corporation (IDC) provides compelling evidence of this transformation, highlighting the accelerating growth in cloud infrastructure spending and the pivotal role of AI in shaping the industry's future trajectory. Shared Infrastructure Market Development The study reveals a 36.9 percent year-over-year worldwide increase in spending on compute and storage infrastructure products for cloud deployments in the first quarter of 2024, reaching $33 billion. This growth substantially outpaced non-cloud infrastructure spending, which saw a modest 5.7 percent increase to $13.9 billion during the same period. The surge in cloud infrastructure spending was partially fueled by an 11.4 percent growth in unit demand, influenced by higher average selling prices, primari