AI hardware device

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X @郭明錤 (Ming-Chi Kuo)
郭明錤 (Ming-Chi Kuo)· 2025-05-22 13:25
My industry research indicates the following regarding the new AI hardware device from Jony Ive's collaboration with OpenAI:1. Mass production is expected to start in 2027.2. Assembly and shipping will occur outside China to reduce geopolitical risks, with Vietnam currently the likely assembly location.3. The current prototype is slightly larger than the AI Pin, with a form factor as compact and elegant as an iPod Shuffle. The design and specifications may change before mass production.4. One of the intende ...
X @郭明錤 (Ming-Chi Kuo)
郭明錤 (Ming-Chi Kuo)· 2025-05-22 13:25
我的產業調查指出,關於Jony Ive與OpenAI合作的新型態AI硬體裝置:1. 預計將在2027年量產。2. 將在非中國組裝與出貨,以降低地緣政治風險。目前預計在越南組裝。3. 目前樣品的外觀體積略大於AI Pin,外關設計猶如iPod Shuffle般小巧精緻。上述設計與規格在量產前可能還會有變化。4. 其中一個使用方式是將此裝置掛在脖子上。5. 將配備相機與麥克風,可偵測外接環境,不具備顯示功能。6. 預計需與手機跟PC連結,並利用手機與PC的運算與顯示功能。我認為OpenAI選擇在此時官方公佈與Jony Ive的合作,其中一個目的可能是想轉移市場對剛結束的Google I/O之注意力。Google I/O演說中強調的Google生態與AI整合之優勢,是OpenAI現階段無法抗衡的,故OpenAI用不同的主題分散市場注意力。但AI走入現實生活 (也就是所謂的實體/物理AI) 已是市場公認的下一個AI關鍵趨勢,Jony Ive與Open AI的合作成功與否仍需觀察,但這也反映上述趨勢。此合作也讓我想起Alan Kay的名言:People who are really serious about soft ...