Global Scans · Hardware · Weekly Summary

• [New] Hardware accelerators arriving in 2025 are expected to speed up FHE by a factor of 1000 or more, potentially closing the performance gap. FinanceFeeds
• [New] Fresh hardware and chip architectures might be needed to run neurosymbolic AI efficiently. Scientific American
• [New] For startups in quantum software and applications, a stronger hardware base in Europe could mean faster access to testbeds and less reliance on overseas providers. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] The Taiwan facility will focus on integrating AI-specific chips, including Google's proprietary TPU (Tensor Processing Unit) processors, into server hardware infrastructure for cloud computing and machine learning workloads. Guidely
• [New] The Department of Transportation plans to upgrade the FAA's air traffic control system by 2028 with all new hardware and all new software. CNN
• [New] Developing leading-edge chips still requires significant investment ($100 million) and faces a projected shortage of skilled workers, meaning hardware-focused startups must be well-funded or strategically partnered. Statesman-Examiner
• [New] HBM shipments are forecast to surge by 57% in 2025, driving significant revenue growth within the memory segment and highlighting its critical role in the AI hardware stack. The Chronicle-Journal
• [New] The next few years will see a blurring of lines between hardware and software co-design, with AI itself being used to design more efficient AI chips, creating a virtuous cycle of innovation. The Daily Press
• Apple is preparing a fresh wave of budget hardware for early 2026, including a new low-cost MacBook, an iPhone 17 e, and a refreshed entry-level iPad. Tech Startups - Tech News, Tech Trends & Startup Fundin
• The US is investigating Bitmain Technologies, a Chinese manufacturer that dominates global Bitcoin mining hardware supply, over potential national security risks including espionage or sabotage threats from its specialized mining equipment. Crypto Briefing
• Hardware restrictions are a blunt instrument that will reshape how companies secure compute and design global R&D footprints. News, Events, Advertising Options
• Hardware procurement cycles averaging 3-5 years ensure sustained segment revenue, particularly as hyperscale operators deploy thousands of racks annually across global expansion projects requiring standardized, pre-validated configurations that minimize deployment timelines and operational risks. Persistence Market Research
• Hardware is expected to account for more than 58% share in 2025, due to the critical need for energy-efficient servers, storage systems, and networking equipment that reduce power consumption and operational costs. Persistence Market Research
• Gazing to 2026, video games chart ambitious vectors: Cloud supremacy could eclipse hardware sales, with 20% of play via streaming, while AI oracles spawn simulated open-ended movies that adapt in real-time. Gamers
• OpenAI will spend $1.15 trillion on hardware & cloud infrastructure between 2025 and 2035. Last Week in ConTech
• Accelerated hardware like GPUs will be the norm for most edge deployments by 2030. Edge Industry Review
• Beijing sees rejecting Nvidia as a way to reduce strategic vulnerability, even if it means temporarily living with less powerful hardware. IEEE Spectrum
• Passwordless authentication methods like biometrics and hardware tokens will become standard by 2025, offering improved security and user experience. Veriff
• By 2025, AI inference workloads are projected to surpass AI training, driving significant demand for hardware capable of real-time, energy-efficient processing. The Chronicle-Journal

Last updated: 02 December 2025