The release of next-generation video game consoles will spur interactive entertainment software sales from $18 billion in 2004 to $26 billion in 2010, according to a forecast from San Diego-based market research firm DFC Intelligence. While the firm believes Sony's PlayStation 3 will maintain the company's lead in the market, DFC predicts that Microsoft's Xbox 360 and Nintendo's "Revolution" will increase the company's respective market shares. "The next generation of console systems will connect to broadband networks right out of the box and this should significantly expand revenue possibilities," said DFC president David Cole. "With a true worldwide marketplace and increasing ownership of multiple systems, this is not a winner take all situation. Instead it is about how profits can be maximized across the unique installed base of different console, portable, PC and location-based platforms."
Every product roadmap conversation with a technology vendor now runs through one filter that has nothing to do with the roadmap itself: does the company have an AI story that a buyer's finance team would actually underwrite. Forrester Research just gave that gut check a formal structure. Its newly introduced AI Disruption Model evaluates 17 technology and service categories, spanning more than 200 individual markets, against nine factors including AI substitutability, labor intensity, and switching costs. The finding that should reorder tech vendor strategy conversations this quarter is not which markets grow. It is how few of them do, and what that scarcity means for everyone else. Only Three Categories Get an Unambiguous Green Light According to the research, infrastructure providers such as cloud platforms, data centers, and storage; data and AI providers spanning models, platforms, and governance tooling; and cybersecurity and identity providers covering zero trust and AI agent...