Data typically forms 6-10 percent of US mobile operators� total revenues. Total messaging traffic is up 59 percent over the last 12 months -- The value of the US mobile data market increased by around 80 percent during the year to March 2005, according to Informa Telecoms & Media�s World Cellular Data Metrics, as interoperability agreements finally helped SMS make a significant impact on the market, which has traditionally lagged behind Europe and Asia. Total revenues from non-voice services for the four largest US mobile operators totaled more than $1.2 billion in Q1 2005, compared to $689 million in the same period of 2004. GSM operator T-Mobile was particularly noteworthy; its subscribers sent a total of 3.6 billion messages during Q1 2005, equivalent to around 67 per subscription per month, more than double the volume 12 Months ago. The operator�s recent launch of bundled SMS packages, including one offering unlimited messages for $15 per month, is sure to drive traffic still higher. As well as interoperability, continued subscriber education and growth in popularity of interactive TV programmes have boosted SMS traffic levels in the USA.
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...