Satellite radio subscribers will grow in number 46.8 million by 2014, when industry revenue will reach $7.6 billion, according to a forecast from Monterey, California -based Kagan Research. The firm predicts that by 2014, 75 percent of new subscribers will come as a result of satellite radio partnerships with automakers like GM, Ford and Toyota, which now offer factory- and dealer-installed satellite radio receivers. Satellite radio advertising revenues are estimated to reach $27.9 million in 2005, rising to $854.4 million by 2014. Kagan further projected that XM will break even by the third quarter of 2007, while rival Sirius will reach positive cash flow in 2008; by 2014, XM earnings are expected to top $2 billion, while Sirius earnings will hit $1.4 billion.
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....