Methodology: We collected most relevant posts on LinkedIn talking about Black Hat Europe 2025 and created an overall summary only based on these posts. If you´re interested in the single posts behind, you can find them here: https://linktr.ee/thomasallgeyer. Have a great read!
If you prefer listening, check out our podcast summarizing the most relevant insights from CES 2026:
AI compute and semiconductors shape the on-device agentic era
NVIDIA is positioned as driving the next platform cycle, with CES narratives referencing the Rubin platform and a broader “Vera Rubin” system storyline
Intel showcased Core Ultra Series 3, previously known as Panther Lake, emphasizing performance, power efficiency, and AI-native computing
Qualcomm expanded its IoT portfolio while reinforcing its robotics positioning in CES coverage
MediaTek’s Filogic 8000 chips were highlighted as early steps toward Wi-Fi 8 readiness
Across PCs, OEM laptops from Acer, ASUS, Dell Technologies, HP, Lenovo, Microsoft, and Samsung were referenced in a shared AI compute context
Robotics and Physical AI move from models to acting systems
NVIDIA’s keynote narrative consistently framed “Physical AI” as systems that perceive, reason, and act in the physical world
Alpamayo was referenced as an open-source AI model family aimed at safer, reasoning-driven autonomous development
Multiple posts highlighted a shift from passive response to active planning and decision-making, often using agentic language
Robotics positioning was explicitly tied to silicon strategies, particularly within Qualcomm’s CES portfolio narrative
Boston Dynamics’ Atlas appeared as a headline robotics reference, framed as advancing toward industrial-grade capability
Automotive and mobility converge around chip-to-car stacks
Sony Honda Mobility unveiled the Afeela 1 pre-production EV, positioned as software-first and premium-led
Afeela 1 specifications were explicitly cited, including a 480 km range, AWD dual motors, late-2026 deliveries, and pricing from approximately USD 89,900
ZF and Qualcomm were described as collaborating on a scalable ADAS stack powered by ZF ProAI and Snapdragon Ride
BMW was framed as advancing next-generation vehicle platforms, including a personal assistant and sixth-generation eDrive
LG Electronics Vehicle Solution showcased AI-defined vehicles integrating Snapdragon Cockpit Elite and aiMotive
HERE Technologies highlighted AI-powered mapping aligned with Snapdragon Ride for connected cockpit experiences
NVIDIA and Mercedes-Benz were repeatedly referenced together, signaling acceleration toward higher-intelligence vehicles
XR, spatial, and display innovation redefine interaction surfaces
Samsung Spatial Signage was framed as an enterprise debut of glasses-free 3D for hospitality and public environments
ASUS ROG was described as partnering with XREAL to deliver AR gaming glasses
Rokid launched Display-Free AI Glasses, emphasizing minimal hardware presence
Samsung showcased creaseless foldable screen technology within broader CES trends
Display innovation was consistently positioned as part of the AI shift, focusing on new interaction surfaces rather than larger screens
Consumer electronics and smart home shift toward agentic experiences
Bosch Cook AI was cited as an example of kitchens evolving from smart devices to agentic systems that take initiative
LG’s Wallpaper TV was framed as simplifying consumer experience through cable-free design
Clicks expanded beyond accessories with the launch of its first smartphone
LEGO appeared in CES trend coverage with references to a Lego Smart Brick
Wilfa unveiled Performance EvoⒹ, positioned as a notable consumer product reveal
Partnerships emerge as the dominant commercial pattern
Chip-to-system partnerships recur across CES narratives, with ZF–Qualcomm and ASUS ROG–XREAL cited explicitly
Automotive platform stories increasingly link compute, cockpit, mapping, and ADAS into integrated roadmaps
Across categories, CES positioning favors complete, shippable stacks that combine silicon platforms, software layers, and OEM deployment pathways