Global Scans · Hardware · Weekly Summary

• [New] Hardware and Compute Scaling: On the hardware front, late 2025 may bring announcements of the next-gen NVIDIA GPU architecture, which could promise big training efficiency gains (important for keeping costs in check). Digital Bricks
• [New] Alphabet, the parent company of Google, faces a bigger competitive threat from Meta than ChatGPT, as the tech giants race to dominate the space for AI chatbot assistants and wearable hardware for consumers. Morgan Stanley Australia
• [New] Cloud providers such as Google and Amazon are developing their own custom AI chips, which could restrict long-term demand for third-party hardware solutions. Forbes
• [New] Liverpool City Council has led the procurement for the ICT hardware, software and services framework, stating it is primarily for its own use but on occasion could be used other neighbouring authorities. UKAuthority
• [New] Tesla plans to launch its robo-taxi service in Austin, Texas, with a small fleet, scaling up to multiple cities and millions of autonomous cars, marking a transformational shift in its business model from hardware sales to recurring software revenue. Digital Habitats
• [New] Nintendo Forecasts 15 million hardware units and 45 million software units for the current fiscal year, for comparison the OG Switch shipped 15.05 million hardware units and 63.51 million software units for it's first full fiscal year. Install Base
• [New] Global spending on AI software, hardware and services will reach $500 billion by 2027. Pax8 Blog
• [New] Faced with risks such as hardware failure and potential data loss, Company X implemented a virtualization-based disaster recovery strategy leveraging leading platforms like VMware and cloud backup services. Tolu Michael
• [New] JPL's Precision Projector Laboratory (PPL) uses hardware and software to look for subtle effects in the Wide Field Instrument's detectors that could impact performance. NASA Jet Propulsion Laboratory (JPL)
• While Amazon is developing the AI software, it is expected to test several third-party hardware solutions, with one Unitree robot estimated at around $16,000 per unit. Yahoo
• Delta will contribute critical technology including energy management systems, hydrogen compression and dispensing components, as well as EV charging hardware and software, such as power management, compression, and dispensing technologies), and integrated energy management systems. Energetica India Magazine, India Energy News, Renewable Energy News, Conventional Power Generation, Companies Guide...
• Hardware is back in the spotlight: OpenAI plans to integrate AI into future smart devices. i2tutorials
• Organizations that integrate AI responsibly, fortify hardware from the ground up, and champion transparent partnerships will be best positioned to thrive in 2025 and beyond. News, Events, Advertising Options
• Wall Street expects enterprise AI investment to keep rising for years, and emerging players (from startups to governments) that can not get their AI hardware from internal designs or OEM giants often turn to Supermicro for faster solutions. Marathon Money +
• EN100 represents a fundamental shift in AI computing architecture, rooted in hardware and software innovations that have been de-risked through fundamental research spanning multiple generations of silicon development. VentureBeat
• By the time AGI arrives, China will be better placed than America, with robust social applications, search engines, agents, and hardware in place. The Sydney Morning Herald
• Hardware and data from a one-year technology demonstration called OPTICA (Onboard Programmable Technology for Image Compression and Analysis) will return to Earth. NASA
• While Meta has gained momentum through its Ray-Ban partnership, Apple's planned integration of AI, spatial video, and refined hardware could establish a new industry benchmark. iThinkDifferent
• The pace of expansion in AI hardware and model training could soon drive AI-specific energy consumption to 23 gigawatts - more than twice the total power usage of the Netherlands. Business Matters
• As hardware becomes more accessible and 5G connectivity improves, expect more brands in Singapore to incorporate immersive tech into their experiential campaigns. MediaOne
• The largest share of investment, 60% ($3.1 trillion), will go to technology developers and designers, which produce chips and computing hardware for data centers. McKinsey & Company
• Restricted access to cloud computing services could impact future AI model training, development and deployment, as could increases in cost or disruption of access to next generation hardware (e.g. Nvidia's GH200 chip). GOV.UK
• After 2025, quantum computing is expected to move beyond its current experimental phase, with advancements in hardware, software, and algorithms leading to real-world applications and quantum advantage in specific tasks. Quantum Computing

Last updated: 08 July 2025