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• Samsung and Google have entered the AI glasses market with a focused launch strategy, initially targeting the US and South Korea through eyewear-focused partners Warby Parker and Gentle Monster. The US accounted for 42% of global smart glasses shipments in H1 2026.• Hardware specifications are broadly comparable to Meta’s offerings, with lower weight and larger onboard storage emerging as key product differentiators. With both Samsung’s and Meta’s glasses powered by Qualcomm’s Snapdragon AR 1 Gen 1 platform, Qualcomm’s share of the AI glasses chipset market is likely to exceed 90% following the launch.• With Meta already dominating the segment, Gemini’s responsiveness, accuracy and conversational capabilities will be critical to attracting users, building lasting usage habits and generating word-of-mouth recommendations.• Samsung is also positioning privacy as a differentiator, with an obstruction-protected recording indicator, automatic bystander face redaction and a commitment not

Overview The AI 360 Pulse - October 2026 Edition provides a concise overview of the most significant developments shaping the global AI industry during the month. It delivers analyst-driven insights across the AI value chain, covering advancements in semiconductors, AI models, agents, sovereign AI, devices, applications, regulation, finance, and physical AI. In addition to news analysis, the report includes expert perspectives on emerging industry trends, key event highlights from NVIDIA GTC Berlin 2026, and strategic implications for businesses and technology stakeholders.

Revenue rose 11.1% YoY to IDR 45.75 trillion ($2.52 billion) on a 9.5% increase in cellular revenue, showing monetization, not subscriber volume, doing the heavy lifting.

Qualcomm held its Dragonwing IoT Day event in late October, focusing on semiconductor solutions for the IoT and physical AI markets, including robotics, and Qualcomm’s related software and support ecosystem. Counterpoint’s Greg Basich, Associate Director, Automotive, spoke with Anshuman Saxena, VP and General Manager, Robotics and ADAS, at Qualcomm about what it brings from its experience in the automotive industry to the robotics market and what differentiates the robotics market from the auto industry.

Processor (35%) and Camera (29%) are the two top-most important parameters influencing consumers’ smartphone choices.

AMD Q3 26 revenue came in at $13.4B, up 45% YoY and above $13.0B guide. Data center is now 64% of revenue, up from 47% a year ago, and will be over 80% next year. Data center revenue reached $8.5B, up 97% YoY, with segment operating margin rising to 34% from 25%.

CoreWeave beat on almost every line in Q3 (July–September 2026). Demand for AI compute is significant but revenue per MW, and how much each MW costs to run, are the metrics shaping the neocloud landscape. At the same time, CoreWeave’s ambitions are expanding as it moves up the stack with CoreWeave Forge.

Although LCD makers are pushing for price increases on LCD panels in Q4 2026, they have not yet been successful. We are seeing a tug-of-war between LCD makers and TV OEMs that will set the market direction in 2027.

The push for more affordable smartphones is facing a significant challenge because of the skyrocketing price of memory, driven by the growing demand from AI.

In 2026, global OLED smartphone panel shipments are expected to decline nearly 3% YoY, reflecting the impact of the memory supply crisis and rising production costs.