The Diffusion Group (TDG) believes that the standardization of MPEG and the availability of ASIC-based low cost/high volume MPEG4 systems and set top boxes will ultimately prevail in the world of PayTV. WM9 may make some sense for content distribution to the PC. However, with media giants such as News Corp entering the broadband fray, we may soon see MPEG4-H264 become widely used on the Net for IPTV distribution. Microsoft has been fighting the video battle on many fronts, arguably too many �- from video codec format to encoder systems; from VOD servers to Digital Rights Management; from PayTV middleware platform to Windows Media 9 play list & trick play modes and signaling controls. It seems that Microsoft is doing its best to own a piece of every stage of the video experience �- far too many for other media giants like News Corp to be comfortable. Moreover, in a system like a TelcoTV platform �- where the integration of stable, coherent, and well-defined system components is critical �- TDG believes that providing too many pieces of the system actually works against both the vendor and the service operator that deploys them.
Gartner's latest worldwide IT spending forecast exposes a trend every CIO has already felt in budget negotiations. Total spending will climb 14.2 percent in 2026, reaching $6.37 trillion. It seems that the IT infrastructure market is simply having a strong year. However, the more useful insight is how unevenly that growth is distributed. The Headline Number vs. The Real Story Data center systems and infrastructure as a service (IaaS) are absorbing capital at a pace several multiples faster than devices, communications services, and traditional IT services. This is not incremental growth spread across a healthy portfolio. It is a wholesale reallocation of enterprise technology budgets toward AI infrastructure, made on the expectation that demand for AI workloads will justify the outlay before that demand has been fully proven. Where the Money is Going Data center systems are forecast to grow 62.5 percent in 2026, that's up from 51.6 percent growth in 2025, reaching $822 billion....