Global Scans · IDC · Weekly Summary

• [New] 31.9% year-over-year AI spending growth projected between 2025 and 2029, reaching $1.3 trillion by 2029 and exceeding 26% of all worldwide IT spending, driven by agentic AI-enabled applications (IDC). Hostinger
• [New] Strategic position: Google establishing category intent for display eyewear - the category where IDC forecasts glasses will surpass VR / MR headset volume by 2027. Digital Applied
• [New] By 2030, 30% of travel bookings will be executed by AI agents - not suggested, executed (IDC). Auriovel Consulting
• IDC forecasts mixed reality headsets growing from 3.2 million units in 2026 to 10.4 million by 2030, a 34.4% CAGR. App Development | Frame Sixty
• Optical see-through display glasses are the fastest-growing XR segment at a 41.9% CAGR through 2030, per IDC. App Development | Frame Sixty
• IDC expects 2026 NAND supply growth to be 17% year-on-year, below historical norms, due to the memory shortage crisis. Tech Insider
• IDC expects 2026 DRAM supply growth to be 16% year-on-year, below historical norms, due to the memory shortage crisis. Tech Insider
• IDC forecasts shipments for glasses without will reach approximately 13.6 million units in full-year 2026, growing to 27.3 million units by 2030, a compound annual growth rate of 18.9%. IDC
• Spending on embodied intelligence in China will grow from $1.4 billion today to $77 billion within five years - a 94% CAGR - according to IDC research forecast. BizTechReports
• As AI, data, and computing power converge, IDC expects China's digital technology spending to maintain double-digit growth for several years. BizTechReports
• IDC projects a 5.5% rebound in smartphone shipments in 2028. Memeburn
• IDC projects AI infrastructure spending will reach $487 billion in 2026, more than triple 2024's level. Digital Applied

Last updated: 16 August 2026