Welcome to Shaping Tomorrow

Global Scans · Hardware · Weekly Summary


  • [New] To support development, NVIDIA will provide AI infrastructure, simulation libraries, models, frameworks and blueprints, while Siemens will commit hundreds of industrial AI experts and leading hardware and software. Siemens Digital Industries Software
  • [New] Economic value and growth will flow through and across all levels of the global AI supply chain, driving historic opportunity and demand for energy, critical minerals, manufacturing, technological hardware, infrastructure, and new markets not yet invented. United States Department of State
  • [New] Demand for GPU-based data center hardware will triple or more in the next decade. Carbon Credits
  • [New] Crypto hardware wallet manufacturer Ledger is plotting a $4 B NYSE IPO, which could take place sometime in 2026. Bankless
  • [New] Risks involve: 1) High Initial Costs: Quantum hardware and integration require significant investment, potentially $1M + for mid-sized firms. Futurist Keynote Speaker on AI Leadership, Future of Wo
  • [New] If quantum commercializes more quickly than anticipated, Amazon's Braket hardware push should trigger more upside in the share price down the road. WTOP News
  • [New] Integrating AI into space hardware and analytics will be another key driver in the coming year. / China Gamereactor UK
  • [New] Microsoft is both partnering with smaller, pureplay quantum hardware companies, such as IonQ, and researching a new type of topological architecture that could lead to a more stable and fast qubit. CNBC
  • [New] By 2027, 40% of organizations are expected to utilize specialized chips, such as ARM-based processors or AI/ML - specific TPUs, to bypass the limitations of general-purpose hardware. Global Impact Journal
  • [New] Google extended hardware partnership with Xreal on Project Aura; launch 2026 will expand Android XR. Glass Almanac
  • [New] Global VR hardware penetration is estimated at 1.7% in 2026 and is expected to remain stable through 2027. Market.us Scoop
  • [New] Starlink's direct-to-cell capability, which aims to provide LTE cellular connectivity directly to ordinary cellphones, could reduce dependence on specialized hardware. The Conversation
  • [New] Extended reality live streaming is projected to grow at 34% annually through 2027, driven by falling hardware costs and 5G-enabled low-latency transmission. Market Data Forecast
  • [New] Demand for AI hardware is expected to remain robust, supporting related imports and exports. Focus Taiwan - CNA English News
  • [New] Fujitsu will supply quantum hardware and proprietary quantum applications. FinExtra
  • [New] Hardware companies from Apple Inc. to HP Inc. are under pressure, as their need for expensive memory components becomes an investing risk - one that is not expected to reverse anytime soon. Silicon Valley
  • [New] By 2026, the most successful mining companies will no longer compete solely on hashrate but will be enterprises that control the entire chain of energy, hardware, and operations, thereby reducing the production cost per Bitcoin. ODaily
  • [New] A substantial majority of manufacturers plan to allocate at least 20% of their improvement budgets to smart manufacturing technologies, including automation hardware, data analytics, sensors, cloud platforms, and advanced AI tools. Dynamic Source Manufacturing (DSM)
  • [New] Throughout 2026, semiconductor constraints may continue to limit the availability and depreciation of AI hardware, but the real divide between leaders and laggards will be defined by connectivity rather than raw compute power. Jitterbit
  • [New] Analysts expect the cost of model inference and API usage to keep dropping dramatically over the next two to three years, with estimates that unit costs could fall by 80% as hardware, models, and optimization techniques improve. JetSoftPro | Custom Technology Solutions & Software Dev
  • [New] By 2026, cybersecurity strategies will increasingly focus on securing edge hardware itself, not just networks and software. Stealth
  • [New] Spending as a signal of growth IDC projects worldwide AI spending (software + services + hardware) will exceed $632 billion by 2028. G2

Last updated: 27 January 2026



Please stand by...

The magic is happening, but it might take a couple of minutes.

Login