Global Scans · Hardware · Weekly Summary

• [New] IBM has shown off designs for cooling hardware it says will allow quantum computers to scale. theregister
• [New] AI infrastructure spending is projected to total USD 1.37 trillion in 2026, highlighting that compute infrastructure has become the largest AI investment category and reinforcing long-term demand for AI chips, memory, networking, and supporting hardware. MarkNtel Advisors
• [New] Facebook plans to spend $10 billion in 2026 on Facebook Reality Labs, its metaverse division tasked with creating AR and VR hardware, software, and content. VirtualSpeech
• [New] Hardware is predicted to lead with a share of about 67.7% in 2026, as every traffic management system depends on physical infrastructure such as traffic signal controllers, surveillance cameras, vehicle detection sensors, radar units, Variable Message Signs, and communication devices. Persistence Market Research
• [New] The share of specialised AI hardware in the energy consumption of data centers (excluding cryptocurrencies) will grow from an estimated 14% in 2023 to 47% by 2030. Greenpeace Australia Pacific
• [New] As spatial computing and AR hardware continue to evolve, augmented reality gaming is expected to become a major segment of the global gaming industry. Arizing Pixel
• [New] Every major AI platform - Windows, iOS, Android - has a software update cycle between now and the end of 2026 that will either close or widen the gap between AI hardware capability and AI feature adoption. Vibetric
• Gartner expects overall spending on hardware ADCs to increase 14% in 2026. F5, Inc.
• By 2029, over 30% of large enterprises and service providers globally will upgrade their ADC hardware infrastructure to address data and AI sovereignty requirements. F5, Inc.
• FSD V14 - lite is rolling out to Hardware 3 vehicles and there will be more FSD sales in China and Europe. NextBigFuture.com
• The hardware-software co-optimization race is producing increasingly specialized inference chips, promising dramatic cost reductions heading into 2027. AGI Agent
• Nearly all 2027 vehicles will ship with SiriusXM hardware and a three-month trial subscription, with extended SiriusXM service available as a factory option or added through the FlexCare Sounds programme for up to 75 days after purchase. Automotive World
• At VISION 2026, MVTec will demonstrate how deep learning inference can be executed across different target platforms using modern AI hardware accelerators. MachineToolNews.ai
• Engineers evaluating GPU infrastructure will encounter NVIDIA hardware on almost every cloud platform. Northflank - Deploy any project in seconds, in our clou
• Semiconductors globally were forecast to reach $975 billion in 2026, up 25% from 2025, with non-x86 AI-optimized architectures surging 169%, per Deloitte's 2026 hardware and consumer tech outlook. Vibetric
• AI-focused systems will consume 70% of global memory hardware production in 2026. Gulf News: Latest UAE news, Dubai news, Business, trave
• Beyond hardware, Samsung is likely to outline its broader vision for AI-driven consumer electronics, demonstrating how Galaxy smartphones will work more closely with SmartThings, Galaxy Buds, Galaxy Watch, tablets, PCs, and connected home appliances to create a unified digital ecosystem. TelecomLead
• Backing British companies to develop new technology: £120 million will fund a new AI Hardware Innovation Programme. GOV.UK

Last updated: 25 August 2026