2026 may still be more than seven months away, but it’s already shaping up as the year of consumer AI hardware. Or at least the year of a flurry of high-stakes attempts to put generative AI at the heart of new kinds of devices—several of which were in the news this week. Let’s review. On Tuesday, at its I/O developer conference keynote, Google demonstrated smart glasses powered by its Android XR platform and announced that eyewear makers Warby Parker and Gentle Monster would be selling products based on it. The next day, OpenAI unveiled its $6.5 billion acquisition of Jony Ive’s startup IO, which will put the Apple design legend at the center of the ChatGPT maker’s quest to build devices around its AI. And on Thursday, Bloomberg’s Mark Gurman reported that Apple hopes to release its own Siri-enhanced smart glasses. In theory, all these players may have products on the market by the end of next year. What I didn’t get from these developments was any new degree of confidence that anyone has figured out how to produce AI gadgets that vast numbers of real people will find indispensable. When and how that could happen remains murky—in certain respects, more than ever.
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