According to Forbes, Google released a new instant messaging and voice chat program, ending months of speculation over whether the search giant would enter the heated IM market. The company hasn't said how it might generate revenue from these services, which have been offered for years by competitors. But Google�s new services hint at a much larger company strategy to launch headlong into telecommunications. In the future, Google's new IM service, called Google Talk, could go a step further than competing services, allowing users to make and receive calls to the public telephone network; it would not only set the program apart from rivals but provide new revenue streams for the company. Google could sell calling-minutes to customers, who would pay for the ability to make cheap calls over the Internet. Many of the company's recent moves support a major push by Google into telephony, including rumors that the company has already purchased unused fiber optic cables across the U.S. Google's kept quiet about whether it is buying fiber, but in January the company posted a job listing on its site looking for candidates with experience in "identification, selection and negotiation of dark fiber contracts both in metropolitan areas and over long distances as part of development of a global backbone network." In July, Current Communications Group announced that it had landed a $100 million investment from Google, Goldman Sachs and The Hearst Corporation to develop broadband over power-line technologies, which would deliver high-speed Internet connections to homes over electrical wires. Those investments would pay off if the company plans to handle large amounts of voice traffic. Google engineers have also been spotted attending a number of Internet telephony-centric conferences.
The worldwide server market has entered a new phase defined almost entirely by artificial intelligence (AI) infrastructure economics rather than traditional enterprise refresh cycles. The latest market data shows robust growth and a structural shift in where value is created, who captures it, and which architectures are setting the pace for the next decade. IDC reports that worldwide server revenue reached a record $112.4 billion in the third quarter of 2025, representing a striking 61 percent year-over-year increase compared to the same quarter in 2024. For context, this means the market is adding tens of billions of dollars in incremental quarterly spend, driven overwhelmingly by AI and accelerated computing requirements. IT Server Market Development Over the first three quarters of 2025, server revenue has already reached $314.2 billion, meaning the market has nearly doubled in size compared to 2024, underscoring how AI buildouts have compressed several years of exp...