Global Scans · Hardware · Weekly Summary

• Alphabet's diverse revenue streams, including advertising, cloud services, and hardware, provide stability, while its commitment to AI innovation ensures growth opportunities. Analytics Insight
• TSMC's new plant in Japan will boost the resilience of global supplies of the crucial hardware. The Japan Times
• TSMC's new chip plant in Japan will help assure global supplies of the crucial hardware. Tech Xplore
• If AI Premium finds an audience, that future could include Google drawing a significant new revenue stream from subscriptions, as people pay to access more powerful AI tools much as gamers shell out for more powerful hardware. Wired
• For AI PC, TrendForce believes that due to the high costs of upgrading both software and hardware, early development will be focused on high-end business users and content creators. TrendForce Insights
• Support is provided from the early stages of hardware solutions and platform development, offering numerous opportunities for IC design companies in Taiwan to enter Intel's supply chain during the nascent stage of AI PC. TrendForce Insights
• Another likely change is how hardware from other companies, such as smartwatches, will interact with the Apple range of devices and software, including the iPhone and Apple's services like Fitness +. CNN
• LG's smart OS is worth roughly $750.5 million from app revenue and could provide a valuable source of income and services for Meta's XR hardware ecosystem to compete against Apple Vision Pro offerings. XR Today
• Northrop Grumman has rapidly moved beyond designs to hardware, motors and systems for its NGI solution to lower the risk for the Missile Defense Agency. EDR
• The introduction of the next generation of Surface hardware, powered by Qualcomm's Snapdragon X Elite chips, is expected to bring a new level of performance and AI capabilities to Microsoft's flagship devices. MSFT News Today
• Combined enterprise and service provider spending across hardware, software, professional services, and provisioned services for edge solutions will sustain strong growth through 2027 when spending will reach $350 billion. Caribbean News Global
• Bloomberg Intelligence expects generative AI to represent 10% of total spending on IT hardware, software services, ad spending, and gaming markets by 2032, with significant revenue drivers including infrastructure-as-a-service, digital ads, and specialized AI assistant software. Yahoo Finance
• In 2024, quantum industry experts from technology companies and analyst firms predict a year rich in quantum technology and hardware advancements and deployments, with an increased focus on securing the digital landscape against quantum threats. SDxCentral
• Deep research investments, coupled with a concerted effort to cultivate a robust ecosystem for quantum innovation, will not only accelerate the development of scalable quantum hardware but also position India as a key player in shaping the future of quantum computing. FinancialExpress
• 60% of G2000 organizations will upgrade hardware and software technologies to increase worker retention with personalized work experiences and enhanced collaboration by 2025. Forbes
• The combination of cutting-edge hardware hinted at in the Qualcomm reference headset and Samsung's own technological prowess has the potential to create a truly next-generation MR experience. PC-Tablet
• In summary, 2024 stands to be a seminal year, marking the dawn of an ecosystem where diverse AI hardware platforms will flourish. Cerebras
• Over the next five or 10 years, games that are exclusive to one piece of hardware are going to be a smaller and smaller part of the game industry. IOL
• Demand for AI hardware is growing rapidly, so Intel's investments into new chip factories could also pay off in spades in the coming years. Techspot
• 2024 will be the year that a broader group of early-adopter enthusiasts take AI into their own hands using ever more powerful consumer hardware to automate their own life through clever life-hacks. Deci
• In addition to the hardware infrastructure, KQC's clients will gain access to Red Hat OpenShift AI for management and runtime needs, as well as IBM's watsonx platform for generative AI capabilities. PCs, Gaming and Electronics

Last updated: 16 April 2024