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  • [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
  • [New] Supply Chain Volatility: DRAM and NAND component costs are projected to rise 40-70% in 2026, potentially squeezing hardware margins. Valley City Times-Record
  • [New] Private orbital habitats are transitioning from concept to hardware, with crewed missions and paying customers expected in 2026-2027. Quasa
  • [New] To support development, NVIDIA will provide AI infrastructure, simulation libraries, models, frameworks and blueprints, while Siemens will commit hundreds of industrial AI experts and leading hardware and software. Siemens Digital Industries Software
  • [New] Economic value and growth will flow through and across all levels of the global AI supply chain, driving historic opportunity and demand for energy, critical minerals, manufacturing, technological hardware, infrastructure, and new markets not yet invented. United States Department of State
  • [New] Demand for GPU-based data center hardware will triple or more in the next decade. Carbon Credits
  • [New] Crypto hardware wallet manufacturer Ledger is plotting a $4 B NYSE IPO, which could take place sometime in 2026. Bankless
  • [New] Risks involve: 1) High Initial Costs: Quantum hardware and integration require significant investment, potentially $1M + for mid-sized firms. Futurist Keynote Speaker on AI Leadership, Future of Wo
  • [New] If quantum commercializes more quickly than anticipated, Amazon's Braket hardware push should trigger more upside in the share price down the road. WTOP News
  • [New] Integrating AI into space hardware and analytics will be another key driver in the coming year. / China Gamereactor UK
  • [New] Microsoft is both partnering with smaller, pureplay quantum hardware companies, such as IonQ, and researching a new type of topological architecture that could lead to a more stable and fast qubit. CNBC

Last updated: 03 February 2026


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