Global Scans · Hardware · Weekly Summary

• [New] Smartphone hardware in 2026 will be optimized for AI tasks, with advanced processors and memory enabling efficient AI computations. VERTU
• [New] The AR hardware market size is projected to grow 64.8% year-over-year in 2026, reaching $9.7 billion. Andrew Hansen
• [New] As proven by the recent MediaTek vulnerability discovery, software wallets on smartphones are susceptible to OS-level attacks that hardware wallets like Ledger are designed to prevent. Bitget Wallet
• [New] AI infrastructure alone will add $401 billion in new spending as providers build out AI-optimized data centers and hardware. CloudZero
• [New] London-based hardware company Nothing is on track to release a pair of smart glasses in 2027. TechCrunch
• [New] The hardware wallet market is forecast to grow at a 23.5% CAGR, reaching $1.5 billion by 2032. Ainvest
• [New] Custom ASIC shipments from cloud providers are projected to grow 44.6% in 2026, while GPU shipments are expected to grow 16.1%, signaling a decisive shift in the AI hardware landscape as hyperscalers increasingly invest in their own silicon. Educational Technology and Change Journal
• [New] Geopolitical risk around Taiwan remains the single most discussed systemic threat to the global AI hardware supply chain, which is why the United States and Japan are investing heavily to encourage TSMC to build fabs abroad - efforts already well underway in Arizona. Educational Technology and Change Journal
• [New] The hardware segment held a 61% share in 2025 and is projected to register a CAGR of 24.8% from 2026 through 2035. Yahoo Finance UK

Last updated: 05 May 2026