Digital video recorders will be in 47 percent of U.S. homes by 2010, growing their installed base from 7 million households at the end of 2004 to 55 million in five years, according to a report from New York-based JupiterResearch. "While TV networks and their advertisers may get increasingly anxious about DVRs, some constituencies have another perspective. Pay TV operators will see the DVR playing an increasingly strategic role over the next two to three years," said JupiterResearch analyst Todd Chanko. Jupiter also predicts that HDTV monitors will grow from an installed based of 13 million in 2004, to 74 million by 2010. While less than 4 million of current HDTV households were subscribed to an HDTV service at the end of 2004, that number is expected to grow to 69 million by 2010. "Television networks and pay-TV operators alike are unsure of consumer demand for HDTV," said Chanko. "Behind closed doors the executives are still measuring the real costs to produce and distribute HDTV against the benefits. That's why there are only 26 hours of HDTV programming a day across seven broadcast networks."
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....