China Communication Industry Revs Up 10.7% YoY -- According to China's Ministry of Information Industry (MII), China's communication industry recorded revenues of 309.68 billion Yuan in the first half of 2005, up 10.7 percent year on year. Fixed line users increased by 25.68 million subscribers in the first half of the 2005, while mobile users increased by 28.34 million users. Little Smart users increased by 14.88 million to hit 79.75 million total users. Broadband subscribers increased by 6.78 million in the first six months of 2005 to 31.65 million subscribers. Short messaging (SMS) volume hit 139.25 billion messages, up 39.8 percent year on year.
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...