[New] As Siri 2.0 and Apple Intelligence become mature, hundreds of millions of users on older hardware will be forced to upgrade to AI-capable iPhones and Macs.
Peter Fisk
[New] Hardware revenues are expected to grow 3.4%, while consumer spending on software and services is projected to rise 4.2%, reaching $194 billion.
Cision PR Newswire
[New] By technology, the hardware + software hybrid secure solutions segment is expected to grow at a CAGR of 18% from 2026 to 2035.
Precedence Research
[New] Even without an interplanetary launch, successfully reaching orbit, transferring propellant in space and quickly reusing hardware would represent a major technological leap - and could make 2026 a pivotal year in Starship's path toward enabling sustained human exploration beyond Earth.
Space
[New] Risks to Traditional Markets: Surging AI infrastructure demand, particularly for memory and compute, is already affecting consumer hardware supply and pricing, potentially shrinking traditional PC markets in 2026.
AI World Journal
[New] By 2027, we are back to reasonable component pricing with mature frame generation tech making mid-range hardware perform like yesterday's high-end.
GameHazards
[New] Custom AI chips will proliferate, with China's sector challenging leaders like Nvidia, and more companies building specialized hardware to cut costs.
Businessday NG
[New] Turbulence at Meta's Superintelligence Labs will hamper the AI assistant in the Meta Ray Bans and OpenAI will not release a hardware product in 2026.
Big Technology
[New] We anticipate a transactional approach to semiconductor export controls, allowing chipmakers to continue selling advanced hardware to China, alongside continued federal support for data center development despite growing local opposition.
Capstone DC
[New] XR hardware shipments could reach 40+ million units per year by 2026.
The Innovation Machine
[New] A New Device Emerges The first dedicated AI hardware device from a credible designer launches in 2026.
Futureweek
[New] In 2026, sustained hardware and endpoint demand will anchor channel growth, reinforcing partners' role as essential enablers of data security, hybrid work, and digital infrastructures.
Frontier Enterprise
[New] Analysts project global AI-centric investment will top the $2 trillion mark in 2026, largely in cloud training, inference hardware and data platforms.
EthicAI
Without a fundamental hardware shift, most AGI announcements in the coming year will likely outpace what is technically achievable.
The Fintech Times
Standard FPGA hardware could run error-correction logic ten times faster than required, bringing real-time correction closer to practical use.
Decrypt
Other industry players will follow suit in 2026, yielding diverse fault-tolerant quantum computing architectures tailored to specific hardware platforms.
Riverlane
The no-code AI landscape in 2026 is expected to be defined by leaner AI models developed as a result of hardware limitations and cloud costs, allowing more users to use advanced AI solutions with lower resource requirements.
Launch Lemonade
The AR hardware segment generated revenue of $498 million in 2020 and will be worth $52 billion by 2030.
Apple World Today
With the Nasdaq trading at multi-year highs, any sign that AI hardware demand is peaking could lead to a sharp reversal in February.
The Chronicle-Journal
While still highly profitable, the 2026 projections from Bank of America warn of an AI air pocket, where the initial surge in hardware demand might slow down before the next wave of software-driven demand fully takes hold.
FinancialContent
By 2025, the convergence of miniaturized hardware and advanced algorithms will shift the user experience from passive listening to active, intelligent augmentation of daily life.
VERTU Official Site
Last updated: 06 January 2026
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