Global Scans · Hardware · Weekly Summary

• [New] The Vision Pro will have more computing power and run at a higher refresh rate, but the Galaxy XR appears to have an equivalent resolution display and tracking hardware, it's lighter, it will leverage Google AI and it may benefit from a more open ecosystem. The Sydney Morning Herald
• [New] Tesla's next FSD computer is going to be a big jump from the current hardware 4 in today's vehicles. Not a Tesla App
• [New] The proliferation of AI, particularly generative AI, high-performance computing (HPC), and edge computing, is fueling demand for specialized hardware, including AI accelerators, advanced logic chips, and high-bandwidth memory, with HBM revenue alone projected to increase by up to 70% in 2025. FinancialContent
• [New] Snap is pacing its consumer glasses rollout toward 2026, focusing now on platform partnerships rather than rushing hardware. Glass Almanac
• [New] Apple plans new smart-home hardware-like a display and wall-mounted speaker - to showcase the upgraded assistant. Agentic AI Weekly
• [New] The next decade will be dominated by AI, with hardware at the epicenter of the next global investment cycle. FinancialContent
• [New] In cloud computing and data centers, new AI chip architectures could reduce the operational costs associated with running large-scale generative AI models, benefiting cloud providers like Amazon, Microsoft, and Alphabet, who are both users and developers of AI hardware. FinancialContent
• [New] For context, a single hyperscale AI data center can cost $7 billion or more, driven by hardware alone, with total global data center investments projected to hit $7 trillion by 2030 across the value chain (including real estate, power infrastructure, and chips). Medium
• [New] Hardware Evolution The current generation of headsets and glasses will give way to increasingly discreet form factors, with companies like Mojo Vision conducting early trials of AR contact lenses that could become commercially available by 2027. alienweb.in
• [New] 2027 will democratise edge AI through more economic hardware and simplified tools reducing necessary expertise. Technova Partners
• [New] Combining ABB's hardware prowess with SoftBank's AI software stack could accelerate the development of next-generation robots capable of performing more intricate tasks in unstructured environments, moving from factory floors to everyday human spaces with greater efficacy and safety. FinancialContent
• [New] Even OpenAI is reportedly developing its own custom AI chips, collaborating with semiconductor giants like Broadcom and TSMC, aiming for readiness by 2026 to enhance efficiency and control over its AI hardware infrastructure. FinancialContent
• Traditional smartphones will evolve into lightweight edge nodes optimized for AI inference rather than standalone hardware. NextBigFuture.com
• By 2030, the primary AI computing workload will shift from model training to inference, favoring specialized hardware like ASICs. FinancialContent

Last updated: 11 November 2025