The providers of global capacity expect revenue growth over the next two years, a finding that cannot surprise many observers, given the perpetual growth of Internet capacity demands, now seemingly driven by mobile network upgrades, growing smart phone Internet usage and content.
Even given price declines on a per-bit basis, when capacity requirements grow roughly 60 percent a year, nominal revenue growth is virtually inevitable.
Still, just 44 percent of respondents to a Yankee Group survey think revenue growth over the next two years will be "significant."
Tuesday, July 12, 2011
Capacity Wholesalers Expect Revenue Growth
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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