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.
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...