Global Scans · Hardware · Weekly Summary

• [New] Economic value will increasingly flow through all levels of the global AI supply chain, driving historic opportunity and demand for energy, critical minerals, semiconductors, manufacturing, technological hardware, infrastructure, and new markets not yet invented. United States Department of State
• [New] Any material increase in H200 shipments to China will be closely monitored in Washington, where policymakers are trying to limit Beijing's access to the most advanced AI hardware without triggering a full-blown trade rupture. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] Lisa Su, AMD's CEO, now views the AI hardware TAM-encompassing CPU, GPU, ASIC, and networking - as exceeding $1 trillion by 2030. AI Supremacy
• [New] QuantWare is the largest commercial provider of quantum hardware by volume in the world today, and Kilofab will increase its production capacity by 20 times. NextBigFuture.com
• [New] In 2026 and ahead, the AI landscape will likely step into a rapid phase of innovation with authentic AI, hardware breakthroughs, multimodal intelligence surge, and enterprise automation being the key drivers. nimbleappgenie
• [New] Testing will begin in early 2027 in partnership with satellite imagery firm Planet, launching two pilot satellites to test the hardware in Earth's orbit. Last Week in ConTech
• [New] Investors focus on hardware (NVIDIA / AWS), software integration, and data ecosystems, balancing growth potential with regulatory risks. Ainvest
• [New] Importance for marketers: Nvidia's growing influence across the AI hardware and software stack could reinforce its position as the default infrastructure layer. MarketingProfs
• [New] While Microsoft ultimately does not have much to show for the Copilot + initiative, the steady progression of hardware will lead to AI PCs dominating over the next five years. Engadget
• [New] Reference hardware and prototypes using 802.15.4 ab are expected starting Q1 2026, led by semiconductor and module vendors contributing to UWB ecosystems. audioXpress
• [New] With demand soaring for high-speed interconnects and secure data-center networking, Cisco's Silicon One chips and AI-optimized hardware are viewed as growth engines for FY 2026. Tech Startups - Startups and Technology news
• [New] Hardware revenues are forecast to exceed $1 trillion by 2033 (growing 15.8% annually on average), while software and services could soar to $2.5 trillion - an annual growth rate of 31.7%. Rand Corporation
• [New] Companies heavily investing in data centers and specialized hardware for AI training, like Microsoft and Alphabet, could see reduced costs associated with expanding their computational capabilities. FinancialContent
• [New] Microsoft positions Windows 11 as designed around zero-trust principles and a modern hardware security baseline; organizations that can adopt it will likely reduce some attack surface and simplify future compliance. Windows Forum
• Hardware accelerators arriving in 2025 are expected to speed up FHE by a factor of 1000 or more, potentially closing the performance gap. FinanceFeeds
• Fresh hardware and chip architectures might be needed to run neurosymbolic AI efficiently. Scientific American
• For startups in quantum software and applications, a stronger hardware base in Europe could mean faster access to testbeds and less reliance on overseas providers. Tech Startups - Tech News, Tech Trends & Startup Fundin
• The Taiwan facility will focus on integrating AI-specific chips, including Google's proprietary TPU (Tensor Processing Unit) processors, into server hardware infrastructure for cloud computing and machine learning workloads. Guidely

Last updated: 16 December 2025