Point Topic estimates that over 11 million people were using a retail voice over IP (VoIP) service for at least some of their telephone calls at the end of March 2005. That�s an increase from just over 5 million at mid-2004 according to Point Topic research published in December 2004 and the Point Topic VoIP Application Source profiles in Broadband Money Makers. This number is based on a total of publicly available figures for VoIP subscribers, combined with estimates where subscriber numbers were not available. Many of these estimates are based on a conservative 10 percent growth from Q4 2004 to Q1 2005. The total does not include PC-based soft-client services like Skype and VoiceGlo. Of these 11 million, well over half, 7.2 million, are in Japan. Yahoo Softbank provides the majority of these services, and they come bundled with the broadband subscription. Users need to retain their standard line and pay line rental. This is a common feature with VoIP services, often driven by regulation surrounding emergency calls. So for many of the bundled VoIP subscribers (in numerical terms primarily in France and Japan), the VoIP service is essentially a second line that enables cheap or no-cost out-bound calls.
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...