Global Scans · Hardware · Weekly Summary

• [New] The integration of Perplexity AI could open new avenues for search-based advertising, further diversifying Apple's revenue streams beyond its traditional hardware sales. OpenTools
• [New] Green Data Centers and Energy-Efficient Hardware In 2025, we can expect significant advances in sustainable IT infrastructure. TotalCare IT
• [New] Protocols like Armis and Picus Security are pioneering solutions to combat advanced persistent threats, while projects integrating hardware security modules and multi-party computation (MPC) are gaining traction. Ainvest
• [New] Fireblocks' Wallets-as-a-Service solution combines multi-party computation (MPC) technology with secure hardware to provide multi-layered protection against operational and cyber risks. Fintech Singapore
• [New] Researchers from NC State University have identified the first hardware vulnerability that allows attackers to compromise the data privacy of artificial intelligence users by exploiting the physical hardware on which AI is run. NC State News
• [New] Alongside hardware updates, Tesla plans to introduce Full-Self Driving version 14, the latest iteration of its autonomous driving software. chandra-luxe-capital news
• [New] OpenAI will deploy 6 gigawatts of AMD's Instinct graphics processing units over multiple years and across multiple generations of hardware. CNBC
• [New] In 2025 alone, tech companies are projected to spend $344 billion on AI infrastructure, including data centers and the hardware required to run complex models. Confluence Investment Management
• [New] The microelectronics advancements anticipated at SEMICON West 2025 represent a critical, hardware-centric phase in AI development, distinguishing it from earlier, often more software-centric, milestones. FinancialContent
• [New] Hardware Evolution: Lightweight AR glasses priced under $300 are slated for 2027, making everyday overlay of digital information as normal as checking a smartwatch. DexViews
• [New] The report, titled Inside the Mind of a CISO 2025: Resilience in an AI-Accelerated World, shows a dramatic 88% increase in global hardware vulnerabilities amid a rise in IoT use cases. IoT Now News - How to run an IoT enabled business
• [New] Infrastructure spending will reach $223 billion globally by 2028, with 97% year-over-year increase in AI hardware spending driven by GPU availability improvements and cloud provider expansion. Acticsledge
• Anduril is making moves to scale up production, claiming that it plans to open a hyperscale manufacturing facility in Ohio in 2026 - but VC-funded firms do not usually have the incentives or structure to prioritize taking on high-risk hardware projects. The New York Review of Books
• Apple Hardware Roadmap: Vision Pro High-End Pause; Glasses Slated for 2026 Separately, recent reports suggest that Apple has suspended development of a high-end Vision Pro model and is prioritizing AI-integrated smart glasses for a 2026 launch. RS Web Solutions
• Saber Astronautics will play a dual role: driving business development by engaging new customers for Starlab's microgravity platform and providing technical execution services including feasibility assessments, hardware integration and in-orbit operational support. SpaceNews
• By offering a chip that China could use but one that is markedly weaker than the next-generation H100 and H200, Washington sought to maintain China's dependency on American hardware, while at the same time limiting its ability to advance in frontier AI. RBC WEALTH MANAGEMENT
• A consulting company, global data centers will need between $3.7 trillion and $5.2 trillion by 2030 to meet demand for AI computing power, including hardware, processors, memory, storage, and energy. RBC WEALTH MANAGEMENT
• If major Chinese AI firms such as Alibaba, ByteDance, and Tencent build their data centers around U.S. hardware, it could give Washington a geopolitical advantage and greater leverage in any future negotiations with China. RBC WEALTH MANAGEMENT
• IonQ now aims to reach 800 logical qubits (virtual qubits made by combining thousands of fragile physical hardware qubits, and are capable of detecting and correcting errors during computation) by 2027 and 80,000 by 2030. AOL
• IT infrastructure spending tied to 5G (data center, edge, network hardware) is projected to exceed $326 billion by 2025. SQ Magazine
• Microsoft engineers have devised a new way to keep data centers cool - and it might help prevent the next generation of artificial intelligence hardware from cooking itself to death. Live Science
• Startups like Astrus will play a critical role in global semiconductor competitiveness, particularly as AI hardware demand accelerates. The AI World Organisation
• IBM hardware is projected to be capable of breaking 2048-bit encryption around 2034, assuming continued improvements in qubit technology. Quantum Zeitgeist

Last updated: 14 October 2025