US Enterprise Hardware and Networking: Generating the latest updates on AI

研报英文原文证据摘录

US Enterprise Hardware and Networking: Generating the latest updates on AI

Global Research

26 June 2026ab

US Enterprise Hardware and Networking Equities

AmericasGenerating the latest updates on AI

Technology Hardware & Equipment

David Vogt

President Trump signs executive orders for quantum computing Analyst

One executive order aims to migrate key government computing systems to post- david.vogt@ubs.com

quantum cryptography by 2030 or 2031 while another looks to improve international +1-212-713 4296

cooperation on protections for IP and supply chains. The orders highlight the importance Andrew Spinola

of quantum, "which could fuel advances in artificial intelligence, materials science and Analyst

chemistry – while also protecting against the cybersecurity threats posed by the andrew.spinola@ubs.com

technology". (Source) +1-212-713 3766

Brian Luke

Trump administration urging Meta to submit models for voluntary review Associate Analyst

The review would assess the capabilities and vulnerabilities of Meta's models. OpenAI, brian.luke@ubs.com

+1-212-713 3819

Anthropic, Google, xAI, and Microsoft have all reportedly submitted their models to the

government's AI safety group, the Center for AI Standards and Innovation. (Source)

South Korean government discussing investments with Samsung and SK Hynix

The South Korean government is discussing the next phase of semi facilities with the

two memory makers, where an announcement on a new chip cluster is expected to be

made soon. An official noted that the two companies may need "to speed up ongoing

construction of new chip facilities by more than 10 years to 2034-2035". (Source)

Netherlands lobbies for US to not expand on semi equipment export controls

The Dutch government is opposing an expansion of the MATCH Act, including "curbs