"AMSTERDAM, June 1 (Reuters) - Nokia has overtaken PalmOne as the world's top seller of mobile computers in the first quarter, as consumers chose smartphones over handheld computers to organise their lives, a survey showed on Tuesday. Finland's Nokia increased its market share to 28.2 percent, up from 21.5 percent in the first quarter of 2003, while U.S.-based PalmOne saw its share dwindle to 16.8 percent from 26 percent, British research group Canalys said."
Gartner's latest worldwide IT spending forecast exposes a trend every CIO has already felt in budget negotiations. Total spending will climb 14.2 percent in 2026, reaching $6.37 trillion. It seems that the IT infrastructure market is simply having a strong year. However, the more useful insight is how unevenly that growth is distributed. The Headline Number vs. The Real Story Data center systems and infrastructure as a service (IaaS) are absorbing capital at a pace several multiples faster than devices, communications services, and traditional IT services. This is not incremental growth spread across a healthy portfolio. It is a wholesale reallocation of enterprise technology budgets toward AI infrastructure, made on the expectation that demand for AI workloads will justify the outlay before that demand has been fully proven. Where the Money is Going Data center systems are forecast to grow 62.5 percent in 2026, that's up from 51.6 percent growth in 2025, reaching $822 billion....