[New] The agentic era will be roughly 3 x the size of the training era in hardware spend over the next two to three years.
investing.com
[New] Importance for marketers: Custom inference hardware could eventually lower model-operating costs and expand the availability of inexpensive AI services, particularly in China.
MarketingProfs
[New] OpenAI is expected to release its first hardware product, a type of keyboard to be used with its AI tools, this month.
BBC News
[New] None of the public roadmaps claim a full cryptographically relevant quantum computer capable of routine RSA-2048 breaks by 2028-29, but the algorithmic bar has dropped into the range that gigaquop-class hardware could approach if engineering keeps pace.
NextBigFuture.com
[New] The hardware segment is anticipated to record the highest CAGR during 2026-2035, due to the demand for specialised near-infrared cameras, directional microphone arrays and physiological sensor modules for automotive driver monitoring, retail analytics and healthcare monitoring across the globe.
Yahoo! Finance
[New] XREAL and Google launched the Android XR Developer Catalyst Program at I/O, giving select developers early access to Project Aura hardware, the Android XR SDK, and new spatial APIs.
Reality Atlas
[New] Beyond hardware, Nvidia's pure software offerings will play a key role in its AI commercialization process.
tradingkey.com
[New] Efficiency gains at OpenAI could be the start of a trend, as hardware and software companies scramble to optimize their inference capabilities and find workarounds for the memory chip shortage.
CNBC
[New] Integrating Tenstorrent's RISC-V technology could give Qualcomm more architectural flexibility and reduce reliance on proprietary CPU licensing in certain future products, though it would not eliminate external dependencies across the broader hardware stack.
investing.com
[New] The industry projects significant growth, with millions of units expected by 2026, indicating a genuine hardware frontier.
Forbes
[New] Competition & Regulation: Rivals such as AMD, Intel, and major cloud providers continue investing heavily in alternative AI hardware solutions, while export restrictions and regulatory scrutiny remain potential risks.
X (formerly Twitter)
[New] NVIDIA's announcement sent AMD, Intel, and Qualcomm shares lower as Wall Street read it as an existential threat, not a product refresh - a signal that NVIDIA is moving from data center dominance to a coordinated push across the full AI hardware stack, including edge devices.
Champaign Magazine
[New] D-Wave will provide dual-rail hardware and cloud-based development interfaces through its subsidiary, Quantum Circuits, LLC, to build software, compilers, and error-correction layers.
Quantum Computing Report
[New] Based on published hardware roadmaps and industry planning assumptions, meaningful quantum advantage for specialized applications is generally projected within 3-7 years, with mainstream utility estimated at 7-15 years.
The Quantum Insider
The overall ICT sector - including hardware, software, IT services, and telecom - is projected to grow at approximately 9.3% CAGR over the 2025-2030 period.
itaadmin
The electricity consumption of cooling systems are forecast to jump by 22.6% in 2026 to 195 TWh, reflecting both the thermal demands of denser AI hardware and the ongoing expansion of capacity globally.
Bizclik Media Ltd
A hardware payload is set for a 2026 SpaceX launch, aiming for a 100-satellite constellation by 2033.
Quantum Computing Report
By 2030, hardware obsolescence from rapid server upgrades is projected to generate millions of metric tons of e-waste annually-equivalent to throwing away 250 Eiffel Towers each year.
devFlokers
Taiwan-based hardware manufacturer Inventec plans to build out an AI chip server testing and assembly facility at 23623 Colonial Parkway in Houston.
The Real Deal
Last updated: 14 July 2026
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