Hardware & Chips Dominate Headlines
Nvidia strengthens its AI inference lead with a major deal/licensing agreement with startup Groq (reports vary from investment to ~$20B asset acquisition), countering in-house chips from Big Tech.
Japan ramps up domestic AI/semiconductor funding, nearly quadrupling budget to ~$8B starting 2026.
China reports 700+ filed generative AI models, showcasing rapid progress in core tech stacks.
Huawei preps Ascend 950 AI processor launch in South Korea; AI-driven DRAM demand projected to hit 20% of global capacity in 2026.
Consumer & Ecosystem Moves
Samsung to unveil unified AI strategy at CES 2026 with a dedicated exhibition hall focused on cross-device/real-life applications.
Broader Trends & Reflections
AI infrastructure stocks outperformed Nvidia in 2025; massive hyperscaler spending expected to continue into 2026.
Thought pieces warn of over-reliance on AI eroding human decision-making, while real-world gains emerge in manufacturing (e.g., TCL's $140M+ efficiency boost) and even niche areas like games.
Post-Christmas slowdown kept news volume light, but the theme is clear: AI is deepening its grip on hardware, national strategies, and everyday infrastructure heading into 2026.