Global Scans · Hardware · Weekly Summary

• [New] With demand soaring for high-speed interconnects and secure data-center networking, Cisco's Silicon One chips and AI-optimized hardware are viewed as growth engines for FY 2026. Tech Startups - Startups and Technology news
• [New] Hardware revenues are forecast to exceed $1 trillion by 2033 (growing 15.8% annually on average), while software and services could soar to $2.5 trillion - an annual growth rate of 31.7%. Rand Corporation
• [New] Companies heavily investing in data centers and specialized hardware for AI training, like Microsoft and Alphabet, could see reduced costs associated with expanding their computational capabilities. FinancialContent
• [New] Microsoft positions Windows 11 as designed around zero-trust principles and a modern hardware security baseline; organizations that can adopt it will likely reduce some attack surface and simplify future compliance. Windows Forum
• Hardware accelerators arriving in 2025 are expected to speed up FHE by a factor of 1000 or more, potentially closing the performance gap. FinanceFeeds
• Fresh hardware and chip architectures might be needed to run neurosymbolic AI efficiently. Scientific American
• 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
• 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
• 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
• 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
• 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
• 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

Last updated: 09 December 2025