According to two new reports issued this week, while operators recognise the need to provide bundled service offerings, they have yet to determine how to change consumer buying habits and generate extra demand. Recent consumer market studies by Yankee Group and In-Stat show that consumers are not used to looking for a bundled service offering and are still most attracted by the lowest price available for a specific service. In-Stat reports that just 14 percent of potential residential customers in the US intend to sign-up for a bundled offering from a single service provider in the next twelve months, prompting a warning that operators need to better understand specific market segments and provide more targeted offerings. Commenting on what she described as �tepid at best� growth potential for bundled services, In-Stat analyst Amy Cravens said, �In order to better capitalise on the bundled opportunity, providers must offer a variety of package choices to match the appropriate services with different customers� needs.�
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...