Broadband adoption in Germany trails badly behind the rest of Europe according to �Europe Surges Ahead on Broadband,� the latest research from Strategy Analytics. From the company�s Broadband Media & Communications service this report reveals that Germany has the lowest level of broadband ownership out of 14 European countries. Only 24 percent of German homes will have broadband by the end of 2005, compared to 56 percent in the Netherlands, Europe�s leading broadband market. �Germany�s fragmented and highly-regulated cable industry is a key factor in the constrained growth of broadband,� said Martin Olausson, Senior Analyst at Strategy Analytics. �With limited competition in Germany, Deutsche Telekom (DTAG) has no real incentive to implement an aggressive growth strategy for broadband.� This report also notes that after the Asia-Pacific market, Europe has now overtaken North America as the second largest broadband market in the world. It also predicts that total broadband household penetration in Western Europe will reach 63 percent by 2010, by which time 93 percent of online households will use broadband to access the Internet.
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...