Global Scans · Hardware · Weekly Summary

• [New] AI-related hardware revenues could reach $700 billion by late 2026. The Economic Times
• [New] Goldman Sachs observed that AI-related hardware revenues could rise to over $700bn in 2026 Q4, underlining the scale of the ongoing investment cycle. Economic Times
• [New] The AR/VR retail segment is expected to grow at 28-32% CAGR through 2033, supported by improving hardware capabilities, declining hardware costs, and expanding consumer familiarity with immersive technologies. Persistence Market Research
• [New] Over the next decade, Oppenheimer expects total drone hardware, software, and services to grow tenfold, from $45 B to $400 B globally. Aurelion Research
• [New] Microsoft and NVIDIA are expected to invest $15 billion, with Anthropic committing to $30 billion in Azure compute running on NVIDIA hardware. Towards AI
• [New] Organizations that adapt their processes now will be best positioned for the next hardware and software wave led by NVIDIA and the broader ecosystem. Blockchain Council
• [New] In the coming years, more hardware will achieve automated linkage, making riding as intuitive as operating a smartphone. New Atlas
• [New] Hardware and Gadgets NewsShifting gears to hardware, AMD has unveiled the Ryzen 9 9950 X3D 2 Dual Edition, boasting an impressive 208 MB of cache, which could significantly boost gaming and computational performance AMD Ryzen announcement. Coaio Limited
• [New] Google expanded Gemini AI to anticipate user needs - booking travel from calendar data without prompts, managing device tasks autonomously - across its latest Samsung and Pixel hardware. SaasNik
• [New] Snap has said its next-generation Specs will ship in 2026, promising smaller, lighter hardware that targets everyday use rather than labs. Glass Almanac
• [New] NVIDIA will deliver 1 million graphics processing units - along with other AI hardware - to Amazon's AWS cloud division by 2027. www.capitalstreetfx.com
• [New] Long term, instead of building space hardware on the ground and launching propellant up from the Earth, we could harvest it from raw materials in space. Yahoo News
• [New] More than $4 trillion will be invested in computing hardware, with the balance allocated to areas such as real estate and power infrastructure. Energy Musings
• [New] Tech Dependence: India imports nearly 90% of its semiconductor needs, exposing vulnerabilities in AI hardware supply chains and highlighting the need for domestic chip manufacturing. PMF IAS
• [New] The hardware segment generated approximately USD 45.5 billion in 2025 and is expected to reach USD 67.3 billion by 2035. Global Market Insights Inc.
• [New] At MWC 2026, Juniper Research expects to see live demos for AI-RAN, with vendors such as Ericsson having already announced its launch of hardware such as AI-ready radios, antennas, and AI-RAN software. Juniper Research Ltd
• Companies with more than 1,000 employees are expected to spend an average of $13.7 million on AI hardware, cloud infrastructure, software, and services in 2026, a 78% increase from 2025, based on a global analysis. Business Insider
• NVIDIA unveiled its next-generation hardware and software roadmap, including the high-performance Vera CPU, the Feynman GPU architecture for 2028, and 'DLSS 5' neural rendering for photorealistic gaming. Distill
• Uber plans to launch robotaxis equipped with Nvidia autonomous hardware and software in 28 cities beginning in 2027. National Law Review
• Instead of selling hardware the way traditional semiconductor companies do, Google could sell access to computational outputs. WRAL
• Built on Google Glass Enterprise Edition hardware, Envision Glasses put a camera, speaker, and touchpad on your face - removing the constant need to hold up a phone. AIThinkerLab
• Prediction: White Rabbit will become a standard option for high-accuracy environments in 2026, with Oscilloquartz timing platforms delivering scalable precision timing without hardware complexity. oscilloquartz

Last updated: 07 April 2026