Despite a relatively small increase in the overall online population over the next five years, the number of U.S. consumers with broadband is expected to grow from slightly under half of households to about 78 percent by the end of 2010, according to a new report from JupiterResearch. "With a clearer value proposition and increasingly reasonable prices, the question people ask themselves is shifting from why would I get broadband? to why wouldn't I get broadband?" said Joe Laszlo, research director. The firm said that the U.S. broadband market will remain a closely contested race between cable modem and phone line-based DSL services, with other technologies relegated to relatively minor roles. Cable, however, is expected to remain the leading residential broadband technology in the U.S. Two key predictions: The Internet gets a little grayer. Online seniors will grow the fastest of any age group, doubling from nearly 10 million in 2004 to just over 20 million by 2010. Nearly one-half of online users will access the Internet from multiple locations, with 65 million online adults having access from both work and home in 2010.
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...