Global Scans · Hardware · Weekly Summary

• [New] Gartner expects overall spending on hardware ADCs to increase 14% in 2026. F5, Inc.
• [New] 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.
• [New] FSD V14 - lite is rolling out to Hardware 3 vehicles and there will be more FSD sales in China and Europe. NextBigFuture.com
• [New] The hardware-software co-optimization race is producing increasingly specialized inference chips, promising dramatic cost reductions heading into 2027. AGI Agent
• [New] 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
• [New] At VISION 2026, MVTec will demonstrate how deep learning inference can be executed across different target platforms using modern AI hardware accelerators. MachineToolNews.ai
• [New] Engineers evaluating GPU infrastructure will encounter NVIDIA hardware on almost every cloud platform. Northflank - Deploy any project in seconds, in our clou
• [New] 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
• [New] AI-focused systems will consume 70% of global memory hardware production in 2026. Gulf News: Latest UAE news, Dubai news, Business, trave
• [New] 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
• [New] Backing British companies to develop new technology: £120 million will fund a new AI Hardware Innovation Programme. GOV.UK
• Operators migrating to LTE-M today should verify their chosen hardware modules are 5G-SA-capable or build a second hardware refresh into their 2028-2030 planning horizon. / USA Tech Times
• Google is setting its own post-quantum migration timeline to 2029, explicitly citing progress in quantum hardware, error correction and factoring resource estimates. Decent Cybersecurity
• The next four years will see utility scale battery storage energy service models move from simple hardware ownership to Battery-as-a-Service. AnengJi Energy
• 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
• Importance for marketers: Custom inference hardware could eventually lower model-operating costs and expand the availability of inexpensive AI services, particularly in China. MarketingProfs
• OpenAI is expected to release its first hardware product, a type of keyboard to be used with its AI tools, this month. BBC News
• 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

Last updated: 11 August 2026