International Data Corporation (IDC)

Money Moves

Published Q3 2026 preliminary data showing 22% decline

Global smartphone shipments fell 20% year-on-year in the third quarter of 2026 to 254.7 million units, the lowest third-quarter total since 2013, according to Omdia. Memory chip costs are up about 350% since last year because AI data centres are absorbing supply.

Updated Nov 1

Built World

Leading technology industry analyst firm

ChatGPT's November 2022 launch triggered the fastest infrastructure buildout in tech history. Hyperscalers are now on track to spend over $1 trillion in 2026, a figure roughly equal to the entire GDP of Turkey or the Netherlands.

Updated Oct 19

Money Moves

Publishes the most widely cited PC shipment tracker

PC shipments fell 20.1% year over year to 62.7 million units in the third quarter of 2026, the worst third-quarter drop IDC has recorded. Lenovo, Dell, and HP each shipped more than 20% fewer machines as an AI-driven memory shortage squeezed the chips available for consumer devices.

Updated Oct 17