AI Hardware & Strategy - Google's Pixel event focuses on AI integration into smartphones, earbuds, and smartwatches, emphasizing AI's role [1][2] - The AI hardware market has faced challenges despite the growth in chatbots, with limited revolutionary advancements [3] - Apple CEO Tim Cook suggests AI will likely enhance accessories rather than replace the phone, focusing on personalizing the assistant [5][6] Market Competition & Trends - Meta's Ray-Ban glasses with a built-in camera and Meta AI assistant, and Amazon's acquisition of B Artificial Intelligence, indicate momentum in AI-powered wearable devices, though none have achieved significant market penetration [3][4][5] Apple's Production Strategy - Apple is reportedly accelerating plans to produce US-bound phones in India, potentially circumventing tariffs [7][9] - Tim Cook's $600 billion investment offer in the United States seems to have resolved issues regarding production locations [9]
Why AI hasn't killed smartphones