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 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...