Global Scans · Hardware · Weekly Summary

• [New] Hyundai itself will supply the actuators that serve as Atlas' robotic muscles, deepening the integration between hardware and AI. New Atlas
• [New] Wealth Management AI Is Coming to Your Steering Wheel Adoption of vehicles with partial to full automation is likely to accelerate, creating a $200 billion opportunity for automakers, hardware and software companies in the next five years. Morgan Stanley
• [New] Vision Pro and competing devices could drive XR hardware shipments to 40 million + units per year by 2026. Next Reality
• [New] Nvidia is requiring full upfront payment for H200 chips in China, a change that reflects elevated risk, uncertainty, and operational complexity in cross-border AI hardware sales. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] With Tesla's vast existing fleet of over 6 million vehicles equipped with FSD hardware, a higher cap could enable rapid conversion and deployment, turning parked cars into profit centers overnight. TESLARATI
• [New] The Wall Street Journal reports Nvidia unveiled faster AI chips sooner than expected, accelerating a cadence that could reshape how cloud providers plan capacity and how AI infrastructure firms finance hardware. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] Hyundai plans to transition from traditional hardware-led robotics to AI-driven systems as part of its broader vision of developing human-centered Physical AI for factory environments. Interesting Engineering
• [New] Services from Starlink and AST SpaceMobile will allow standard smartphones - no special antennas or hardware - to send texts, make emergency calls, and transmit low-bandwidth data directly via low-Earth-orbit satellites. Medium
• [New] By 2027, the demand for inference hardware will officially surpass the demand for training hardware, leading to a second wave of growth for the Logic segment. FinancialContent
• [New] As AV algorithms grow more complex, demand for high-performance computing will continue to drive value in Nvidia's hardware and ecosystem services. NAI 500
• [New] While the U.S. has secured its own supply, the resulting trade barriers could slow the overall pace of AI development by limiting the cross-pollination of hardware and software breakthroughs between East and West. Daily Times Leader
• [New] 2026 will determine what the future of AI hardware looks like. Unicorner
• [New] While Google and Apple are working at full speed on counter-designs, VR hardware is going back to the drawing board to regain momentum with a new architecture. heise online
• [New] AWS growth could reach 23% or higher by the end of 2026, driven by hardware advantages and continued enterprise customer AI demand. Rolling Out
• [New] Tesla has confirmed FSD V14 - Lite for a mid-2026 release, which will extend many V14 improvements to vehicles with Hardware 3. Hub
• [New] Predictive Analysis: The neo-defense tech sector will likely consolidate dramatically by 2027-2028, with 2-3 dominant battle-management software platforms emerging as de facto standards, forcing hardware-focused startups to either integrate or exit. Drone Warfare
• [New] Prediction: IoT Analytics expects 2026 to bring broader adoption of hardware-enforced security baselines across high-end IoT MCUs, connectivity chipsets, secure elements, and edge-AI processors. IoT Business News
• [New] As Siri 2.0 and Apple Intelligence become mature, hundreds of millions of users on older hardware will be forced to upgrade to AI-capable iPhones and Macs. Peter Fisk
• [New] Hardware revenues are expected to grow 3.4%, while consumer spending on software and services is projected to rise 4.2%, reaching $194 billion. Cision PR Newswire
• [New] By technology, the hardware + software hybrid secure solutions segment is expected to grow at a CAGR of 18% from 2026 to 2035. Precedence Research
• [New] Even without an interplanetary launch, successfully reaching orbit, transferring propellant in space and quickly reusing hardware would represent a major technological leap - and could make 2026 a pivotal year in Starship's path toward enabling sustained human exploration beyond Earth. Space

Last updated: 13 January 2026