Global Scans · Hardware · Weekly Summary

• [New] The AI industry is projected to reach $1.8 trillion by 2030 (Zacks), underscoring the vast opportunity for hardware providers like Nvidia. Value Sense
• [New] AI Hardware: If the Phoenix AR glasses gain mainstream adoption in late 2026, Meta could finally own the operating system of the next computing era, freeing it from Apple's and Google's app store fees. The Chronicle-Journal
• [New] Server spending alone will rocket up 36.9% year-over-year, Gartner found, driven almost entirely by AI-optimized hardware. Computerworld
• [New] Hardware Saturation: If the AI supercycle peaks in 2026, Apple may face a growth cliff in 2027 as upgrade cycles lengthen again. Valley City Times-Record
• [New] The U.S. government recently forced a pivotal mandate for quantum-resistant hardware after realizing legacy encryption is failing faster than expected against next-gen decryption threats. Toronto Star
• [New] As hardware becomes more affordable and content libraries grow, VR is expected to play a transformative role in personalized, inclusive, and scalable education globally. openpr
• [New] Google, which is working in collaboration with Samsung on Android XR software, is eyeing its own separate hardware, and plans to release its first pair of smart glasses since 2013's Google Glass in 2026 - an audio-only pair of specs similar to the Ray-Ban Meta AI glasses. Gizmodo
• [New] Analysts now expect Nvidia's EPS to expand by an eye-watering 62% in 2026, driven by the full-scale production of its Blackwell architecture and the emergence of a secondary hardware cycle focused on AI agents. Valley City Times-Record
• [New] In 2026, AI hardware will become the real game changer. Blog | Mitron Global
• [New] The defining hardware trend of 2026 will be the continued adoption of C2PA (Content Credentials) signing in camera bodies beyond the flagship tier. Fstoppers
• [New] Moving into 2026, enterprise success will be defined by the ability to secure physical resources, where the primary indicator of advantage is no longer just access to algorithms but guaranteed access to power, data center capacity, and the complete hardware stack. EnkiAI - Find the right insight
• [New] Hardware prices stay elevated into 2027 as memory shortages and data center demand keep supply tight. SiliconANGLE
• [New] Meta's Reality Labs layoffs in January stoked fears of a VR slump even as Meta forecasts heavy AI and hardware spending in 2026. Glass Almanac
• [New] Samsung has officially confirmed its next-generation AR glasses will launch in 2026 as part of its broader AI hardware roadmap. Android Central
• [New] Hardware pricing remains elevated through 2026 and persists into 2027, driven by an ongoing memory shortage and a supply chain that is being reoriented around data center demand. SiliconANGLE
• [New] If orbital computing becomes viable, SpaceX could deploy hardware without relying on third-party launch providers. FinTech Weekly
• [New] As cities worldwide continue to adopt smart city initiatives, the need for sophisticated hardware solutions to support intelligent transport systems is expected to rise. Strategic Revenue Insights

Last updated: 10 February 2026