Digest of September 17, 2025

Industry trends

• Gartner says AI spend will top $2T in 2026 (from ~$1T in 2024) — a macro tailwind for telco AI use cases and infra vendors. 

Technology/space

• Amazon’s Project Kuiper is targeting a five-market commercial launch in early 2026 as satellite consolidation looms. 

Devices / edge

• Omdia: “AI glasses” category is accelerating toward HUD-style displays; today’s products lean on on-device/cloud LLMs. 

AI infrastructure (UK)

• UK-based Nscale, with Nvidia and OpenAI, announced “Stargate UK” to expand national AI compute zones — positioning the UK for large-scale AI DC build-outs.