Global Scans · Hardware · Weekly Summary

• [New] Microsoft's first-party solution, when fully realized, could streamline onboarding and reduce misconfigurations during hardware refresh cycles. Windows Forum
• [New] Key risks include high expectations baked into the current price, global supply chain pressure, and increasing regulatory focus on AI hardware and data security. Benzinga
• [New] Hardware Risk Beyond Microsoft's Immediate Control: Vulnerabilities like the newly disclosed AMD attacks rely in part on silicon-level fixes, making complete remediation dependent on hardware OEMs and supply chains outside Microsoft's domain. Windows Forum
• [New] Most of the cars in their fleet have their 3rd generation hardware, which they now admit will not be enough for self-driving, but Tesla has promised to upgrade the cars of people who bought their FSD package. Forbes
• [New] Apple's ability to integrate AI seamlessly into macOS could drive future upgrades, particularly as enterprises prioritize AI-capable hardware. AppleMagazine
• [New] Delays at certain providers illustrate supply-chain bottlenecks and underline the need for alternative GPU sources, presenting partnership and joint-venture opportunities for non-Indian firms able to offer hardware, data-centre expertise, or AI-model tooling that dovetails with IndiaAI's standards. ICC
• [New] Huawei will continue to innovate and invest in data protection architecture, algorithms, hardware, and ecosystem, with the focus on convergence and innovation, aiming to become the top data infrastructure choice for customers across industries. The Manila Times
• [New] Samsung did drop a teaser in a press release: The next-generation Galaxy devices are being reimagined around a new AI-powered interface, supported by breakthrough hardware built to unlock their full potential. Gadget Flow
• [New] While Tesla has previously claimed that all its cars since 2016 had the necessary hardware for autonomy, Musk admitted earlier in 2025 that many vehicles will require upgrades to run the current FSD software. Just Computers
• [New] On the hardware side, Snap is launching its Specs AR glasses in 2026 to consumers, as rumours suggest Samsung's Android XR headset will launch next month in South Korea. UploadVR
• 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
• 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
• 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
• 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
• 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
• 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
• Global spending on AI software, hardware and services will reach $500 billion by 2027. Pax8 Blog
• 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
• 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

Last updated: 15 July 2025