Skip to main content

The Clash Over Wireless Content

Carriers currently control most of the wireless content market by offering convenient and easy-to-use portals on their sites, but third-party content providers are beginning to offer their wares directly to data subscribers, setting the various parties on a collision course. Although it may be difficult for content companies such as TV networks and ringtone specialists to completely bypass carriers, analysts say the trend could reshape the mobile Internet.

The Big Picture: The clash over content delivery. Content providers and mobile operators could collide over who markets directly to consumers.

Popular posts from this blog

AI Supercycle: Server Market Growth Surge

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...
Read more