Global Scans · Hardware · Weekly Summary

• [New] First device could launch by 2027 as company expands beyond ChatGPT into consumer hardware. Crypto Briefing
• [New] Apple Inc. quelled fears of hardware stagnation by reporting $143.8 billion in revenue, beating estimates by $5 billion on the back of AI-integrated hardware and record-breaking services growth. FinancialContent
• [New] By 2026, AI technologies will emphasize efficiency through hardware-aware models and domain-specific systems, enabling broader business adoption without deep technical expertise. Grokipedia
• [New] Hardware innovation in 2026 is evolutionary, not disruptive - but it is operationally significant. UC Today
• [New] In 2026, AI-centric memory is projected to consume 70% of global memory hardware production. PCMAG
• [New] Apple Inc. enters the mid-2020s not just as a hardware company, but as an indispensable AI ecosystem provider. The Chronicle-Journal
• [New] OpenAI's first Jony Ive-associated hardware product will not ship until 2027, reflecting how difficult it is to move from AI software to consumer devices at scale. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] Intel's success will hinge less on hardware and more on overcoming entrenched software lock-in and buyer inertia. Network World
• [New] Global chip shortages have already delayed tech projects-imagine the impact on energy-intensive Bitcoin mining if hardware becomes scarce. Interactive Crypto
• [New] Among all AI semiconductor categories, AI ASICs and non-GPU accelerators are projected to deliver the highest growth rates over the 2024-2029 period, reshaping the competitive landscape of AI hardware. SEMIVISION
• [New] Hardware giant IBM plans to triple entry-level hiring in the U.S. in 2026. TechCrunch
• [New] The early stages of the artificial intelligence revolution put hardware companies like Nvidia in the spotlight, and more recently, data centers have taken center stage as AI's top investment opportunity. Nasdaq
• [New] Predictive Analysis: Expect Russia to accelerate AI-enabled autonomous targeting software while hardware dependence on Chinese and illicitly-acquired Western components deepens. Drone Warfare
• [New] We should expect a wave of M&A activity in mid-to-late 2026, as struggling SaaS firms are swallowed by cash-rich hardware and infrastructure giants looking to integrate vertically. The Chronicle-Journal
• [New] If SpaceX can leverage Starship's massive payload capacity - designed to carry up to 150 metric tons to low Earth orbit - it could loft substantial computing hardware in a single launch. WebProNews
• [New] Hardware-wise we can expect a gloriously slim device that still finds room inside for a Snapdragon 8 Elite Gen 5 chipset, a massive battery made possible by silicon-carbon chemistry, and an uprated rear camera trio which could see it rival Samsung for class honours. Stuff
• [New] The path from Tesla's current hardware-focused business to a dominant software and robotics infrastructure layer is paved with near-term catalysts and significant risks. Ainvest
• [New] New hardware partnerships with Geely for Ojai minivans and Hyundai for Ioniq 5 vehicles support the scale-up, with deployment scheduled for late 2026 and 2027 respectively. Medium
• [New] The primary risk to data center development has decisively shifted from managing IT hardware lead times to securing fundamental access to power, a structural constraint that now dictates project viability and timelines into 2026. EnkiAI - Find the right insight
• [New] The top four hyperscalers are expected to spend roughly $500bn in 2026, with investment increasingly directed towards AI infrastructure, model training, and associated hardware. Astute Group
• [New] OpenAI secured a $10 billion multiyear deal with Cerebras for 750 megawatts of computing power using specialized hardware, hosted by Cerebras and built through 2028. GeopoliticsUnplugged Substack
• The AI industry is projected to reach $1.8 trillion by 2030 (Zacks), underscoring the vast opportunity for hardware providers like Nvidia. Value Sense
• 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

Last updated: 24 February 2026