Alphabet(US:GOOGL) CNBC Television·2025-08-20 17:17AI Hardware Landscape - The industry is closely watching Google's potential integration of Gemini AI into its new Pixel phones [1] - The report highlights previous unsuccessful attempts in the AI hardware space by Microsoft with Co-pilot PCs and Apple with Apple Intelligence [2] - Several startups, such as Humane AI Pin, have also struggled in the AI hardware market [3] - Amazon's acquisition of B AI, a listening device company, indicates continued interest in AI-powered hardware [3] - The industry observes that current AI growth is primarily driven by software and applications, rather than dedicated hardware [4] - Meta's Ray-Ban glasses have seen some success as accessories, but a breakout standalone AI hardware product is still lacking [4] Google's Strategy - Google is expected to unveil new Pixel phones and AI features at its annual Made by Google event [1] - The market is waiting to see if Google can offer a new and successful approach to AI hardware [3]