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.
Two years after ChatGPT captured the world's imagination, there's a dichotomy in the enterprise artificial intelligence (AI) market. On one side, technology vendors are making unprecedented investments in AI infrastructure and new feature capabilities. On the other, there's measured adoption from customers who carefully weigh the AI costs and proven use case benefits. Artificial Intelligence Market Development The scale of new investment is significant. Cloud vendors alone were expected to invest over $150 billion in capital expenditures in 2024, with AI infrastructure being the primary driver. This massive bet on AI's future is reflected in the rapid growth of AI server revenue. Looking at just two major players - Dell Technologies and HPE - their combined AI server revenue surged from $1.2 billion in Q4 2023 to $4.4 billion in Q3 2024, highlighting the dramatic expansion. Yet despite these investments, the revenue returns remain relatively modest. The latest TBR resea...