Global Scans · Hardware · Weekly Summary

• [New] In 2026, tech conferences from the Consumer Electronics Show to Amazon's hardware event will likely be buzzing about AI-powered robots. Wired
• [New] Investors should watch for potential strategic pivots; as hardware reaches a saturation point, the next battleground will be Edge AI - bringing powerful processing directly to consumer devices. FinancialContent
• [New] Snap has publicly planned lightweight, consumer AR glasses for 2026; the announcement pressures incumbents to simplify hardware and lower price points. Glass Almanac
• [New] Nvidia's H200 chip, which is already one of the most exclusive global AI hardware, might see an increase in production soon as the demand for the chip from China grows stronger. Techi
• [New] Vanguard identifies AI scalers - S&P 500 companies in software, hardware, semiconductors, and utilities - as key drivers of a new AI - forward investment cycle, committing trillions to capital investment into 2027. FinancialContent
• [New] Long product life cycles: The hardware and software being deployed today across critical sectors will remain in operation for the next five to 10 years - or longer. ComputerWeekly.com
• [New] Future force design is transitioning sharply from hardware-centric to AI-driven and autonomous systems, with the strategic objective that by 2035, most combat platforms will be unmanned. Begin-Sadat Center for Strategic Studies
• [New] By 2025, the hardware dividing line between AR and VR will have effectively dissolved. INAIRSPACE
• [New] A Maritime Strategy for Australia 2035 argues that Australia must urgently close capability gaps and strengthen naval readiness, but also that reducing vulnerability requires more than high-end military hardware. Jennifer Parker
• Economic value will increasingly flow through all levels of the global AI supply chain, driving historic opportunity and demand for energy, critical minerals, semiconductors, manufacturing, technological hardware, infrastructure, and new markets not yet invented. United States Department of State
• Any material increase in H200 shipments to China will be closely monitored in Washington, where policymakers are trying to limit Beijing's access to the most advanced AI hardware without triggering a full-blown trade rupture. Tech Startups - Tech News, Tech Trends & Startup Fundin
• Lisa Su, AMD's CEO, now views the AI hardware TAM-encompassing CPU, GPU, ASIC, and networking - as exceeding $1 trillion by 2030. AI Supremacy
• QuantWare is the largest commercial provider of quantum hardware by volume in the world today, and Kilofab will increase its production capacity by 20 times. NextBigFuture.com
• In 2026 and ahead, the AI landscape will likely step into a rapid phase of innovation with authentic AI, hardware breakthroughs, multimodal intelligence surge, and enterprise automation being the key drivers. nimbleappgenie
• Testing will begin in early 2027 in partnership with satellite imagery firm Planet, launching two pilot satellites to test the hardware in Earth's orbit. Last Week in ConTech
• Investors focus on hardware (NVIDIA / AWS), software integration, and data ecosystems, balancing growth potential with regulatory risks. Ainvest
• Importance for marketers: Nvidia's growing influence across the AI hardware and software stack could reinforce its position as the default infrastructure layer. MarketingProfs
• While Microsoft ultimately does not have much to show for the Copilot + initiative, the steady progression of hardware will lead to AI PCs dominating over the next five years. Engadget
• Reference hardware and prototypes using 802.15.4 ab are expected starting Q1 2026, led by semiconductor and module vendors contributing to UWB ecosystems. audioXpress
• With demand soaring for high-speed interconnects and secure data-center networking, Cisco's Silicon One chips and AI-optimized hardware are viewed as growth engines for FY 2026. Tech Startups - Startups and Technology news

Last updated: 23 December 2025