Global Scans · Hardware · Weekly Summary

• [New] Anduril is making moves to scale up production, claiming that it plans to open a hyperscale manufacturing facility in Ohio in 2026 - but VC-funded firms do not usually have the incentives or structure to prioritize taking on high-risk hardware projects. The New York Review of Books
• [New] Apple Hardware Roadmap: Vision Pro High-End Pause; Glasses Slated for 2026 Separately, recent reports suggest that Apple has suspended development of a high-end Vision Pro model and is prioritizing AI-integrated smart glasses for a 2026 launch. RS Web Solutions
• [New] Saber Astronautics will play a dual role: driving business development by engaging new customers for Starlab's microgravity platform and providing technical execution services including feasibility assessments, hardware integration and in-orbit operational support. SpaceNews
• [New] By offering a chip that China could use but one that is markedly weaker than the next-generation H100 and H200, Washington sought to maintain China's dependency on American hardware, while at the same time limiting its ability to advance in frontier AI. RBC WEALTH MANAGEMENT
• [New] A consulting company, global data centers will need between $3.7 trillion and $5.2 trillion by 2030 to meet demand for AI computing power, including hardware, processors, memory, storage, and energy. RBC WEALTH MANAGEMENT
• [New] If major Chinese AI firms such as Alibaba, ByteDance, and Tencent build their data centers around U.S. hardware, it could give Washington a geopolitical advantage and greater leverage in any future negotiations with China. RBC WEALTH MANAGEMENT
• [New] IonQ now aims to reach 800 logical qubits (virtual qubits made by combining thousands of fragile physical hardware qubits, and are capable of detecting and correcting errors during computation) by 2027 and 80,000 by 2030. AOL
• [New] IT infrastructure spending tied to 5G (data center, edge, network hardware) is projected to exceed $326 billion by 2025. SQ Magazine
• [New] Microsoft engineers have devised a new way to keep data centers cool - and it might help prevent the next generation of artificial intelligence hardware from cooking itself to death. Live Science
• [New] Startups like Astrus will play a critical role in global semiconductor competitiveness, particularly as AI hardware demand accelerates. The AI World Organisation
• [New] IBM hardware is projected to be capable of breaking 2048-bit encryption around 2034, assuming continued improvements in qubit technology. Quantum Zeitgeist
• Venture capital flowed freely: Nscale snagged $1.1 billion (Series B) for Nvidia GPU deployments by 2027, partnering with OpenAI; Modular raised $250 million at $1.6 billion valuation for AI hardware; WeTravel got $92 million for travel AI. Peerlist
• By leveraging domestic strengths in hardware-like memory chips from Samsung and SK Hynix-South Korea could achieve cost efficiencies and faster iteration cycles compared to overseas rivals. WebProNews
• The AI industry in China is changing rapidly, with greater uptake of domestic hardware, as we enter a transition period to what will likely be a fully Chinese AI stack. ST
• The fresh capital will accelerate Modular's R&D and expansion as it seeks to challenge entrenched AI chip players like NVIDIA by making AI compute more flexible across hardware. Tech Startups - Startups and Technology news
• In an industry where technological advancement is ceaseless, Luxshare's involvement in developing an AI-focused hardware product could significantly enhance its global standing in tech manufacturing. OpenTools
• In 2026, hardware will be lighter, ergonomically designed, and built for long-term comfort. blogname
• To advance quantum technologies, the U.S. and the U.K. governments will form a joint benchmarking task force that will oversee hardware, software and algorithms. Executive Gov
• Tesla's approach, if proven superior and scalable, could democratize autonomous technology by reducing hardware costs and accelerating deployment. The Chronicle-Journal

Last updated: 07 October 2025