[New] Without a fundamental hardware shift, most AGI announcements in the coming year will likely outpace what is technically achievable.
The Fintech Times
[New] Standard FPGA hardware could run error-correction logic ten times faster than required, bringing real-time correction closer to practical use.
Decrypt
[New] Other industry players will follow suit in 2026, yielding diverse fault-tolerant quantum computing architectures tailored to specific hardware platforms.
Riverlane
[New] The no-code AI landscape in 2026 is expected to be defined by leaner AI models developed as a result of hardware limitations and cloud costs, allowing more users to use advanced AI solutions with lower resource requirements.
Launch Lemonade
[New] The AR hardware segment generated revenue of $498 million in 2020 and will be worth $52 billion by 2030.
Apple World Today
[New] With the Nasdaq trading at multi-year highs, any sign that AI hardware demand is peaking could lead to a sharp reversal in February.
The Chronicle-Journal
[New] While still highly profitable, the 2026 projections from Bank of America warn of an AI air pocket, where the initial surge in hardware demand might slow down before the next wave of software-driven demand fully takes hold.
FinancialContent
[New] By 2025, the convergence of miniaturized hardware and advanced algorithms will shift the user experience from passive listening to active, intelligent augmentation of daily life.
VERTU Official Site
[New] Rethinking computer architecture using brain-inspired algorithms could cut AI energy worldwide by integrating neuromorphic computing chips and processing to overcome a growing hardware bottleneck.
Inside Telecom
[New] The AI Climate Institute initiative specifically points to the need for accessible and energy-efficient AI models, creating opportunities for companies focusing on optimized AI algorithms and hardware.
The Daily Press
[New] In 2026, tech conferences from the Consumer Electronics Show to Amazon's hardware event will likely be buzzing about AI-powered robots.
Wired
[New] Investors should watch for potential strategic pivots; as hardware reaches a saturation point, the next battleground will be Edge AI - bringing powerful processing directly to consumer devices.
FinancialContent
[New] Snap has publicly planned lightweight, consumer AR glasses for 2026; the announcement pressures incumbents to simplify hardware and lower price points.
Glass Almanac
[New] Nvidia's H200 chip, which is already one of the most exclusive global AI hardware, might see an increase in production soon as the demand for the chip from China grows stronger.
Techi
[New] Vanguard identifies AI scalers - S&P 500 companies in software, hardware, semiconductors, and utilities - as key drivers of a new AI - forward investment cycle, committing trillions to capital investment into 2027.
FinancialContent
[New] Long product life cycles: The hardware and software being deployed today across critical sectors will remain in operation for the next five to 10 years - or longer.
ComputerWeekly.com
[New] Future force design is transitioning sharply from hardware-centric to AI-driven and autonomous systems, with the strategic objective that by 2035, most combat platforms will be unmanned.
Begin-Sadat Center for Strategic Studies
[New] By 2025, the hardware dividing line between AR and VR will have effectively dissolved.
INAIRSPACE
[New] A Maritime Strategy for Australia 2035 argues that Australia must urgently close capability gaps and strengthen naval readiness, but also that reducing vulnerability requires more than high-end military hardware.
Jennifer Parker
Economic value will increasingly flow through all levels of the global AI supply chain, driving historic opportunity and demand for energy, critical minerals, semiconductors, manufacturing, technological hardware, infrastructure, and new markets not yet invented.
United States Department of State
Last updated: 30 December 2025
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