Big Tech on a Quest for Ideal AI Device

Former Apple design chief Jony Ive (L) has joined forces with OpenAI to make a device ideal for engaging with generative artificial intelligence. Matt Winkelmeyer / GETTY IMAGES NORTH AMERICA/AFP
Former Apple design chief Jony Ive (L) has joined forces with OpenAI to make a device ideal for engaging with generative artificial intelligence. Matt Winkelmeyer / GETTY IMAGES NORTH AMERICA/AFP
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Big Tech on a Quest for Ideal AI Device

Former Apple design chief Jony Ive (L) has joined forces with OpenAI to make a device ideal for engaging with generative artificial intelligence. Matt Winkelmeyer / GETTY IMAGES NORTH AMERICA/AFP
Former Apple design chief Jony Ive (L) has joined forces with OpenAI to make a device ideal for engaging with generative artificial intelligence. Matt Winkelmeyer / GETTY IMAGES NORTH AMERICA/AFP

ChatGPT-maker OpenAI has enlisted the legendary designer behind the iPhone to create an irresistible gadget for using generative artificial intelligence (AI).

The ability to engage digital assistants as easily as speaking with friends is being built into eyewear, speakers, computers and smartphones, but some argue that the Age of AI calls for a transformational new gizmo.

"The products that we're using to deliver and connect us to unimaginable technology are decades old," former Apple chief design officer Jony Ive said when his alliance with OpenAI was announced.

"It's just common sense to at least think, surely there's something beyond these legacy products."

Sharing no details, OpenAI chief executive Sam Altman said that a prototype Ive shared with him "is the coolest piece of technology that the world will have ever seen."

According to several US media outlets, the device won't have a screen, nor will it be worn like a watch or broach.

Kyle Li, a professor at The New School, said that since AI is not yet integrated into people's lives, there is room for a new product tailored to its use.

The type of device won't be as important as whether the AI innovators like OpenAI make "pro-human" choices when building the software that will power them, said Rob Howard of consulting firm Innovating with AI

Learning from flops

The industry is well aware of the spectacular failure of the AI Pin, a square gadget worn like a badge packed with AI features but gone from the market less than a year after its debut in 2024 due to a dearth of buyers.

The AI Pin marketed by startup Humane to incredible buzz was priced at $699.

Now, Meta and OpenAI are making "big bets" on AI-infused hardware, according to CCS Insight analyst Ben Wood.

OpenAI made a multi-billion-dollar deal to bring Ive's startup into the fold.

Google announced early this year it is working on mixed-reality glasses with AI smarts, while Amazon continues to ramp up Alexa digital assistant capabilities in its Echo speakers and displays.

Apple is being cautious embracing generative AI, slowly integrating it into iPhones even as rivals race ahead with the technology. Plans to soup up its Siri chatbot with generative AI have been indefinitely delayed.

The quest for creating an AI interface that people love "is something Apple should have jumped on a long time ago," said Futurum research director Olivier Blanchard.

Time to talk

Blanchard envisions some kind of hub that lets users tap into AI, most likely by speaking to it and without being connected to the internet.

"You can't push it all out in the cloud," Blanchard said, citing concerns about reliability, security, cost, and harm to the environment due to energy demand.

"There is not enough energy in the world to do this, so we need to find local solutions," he added.

Howard expects a fierce battle over what will be the must-have personal device for AI, since the number of things someone is willing to wear is limited and "people can feel overwhelmed."

A new piece of hardware devoted to AI isn't the obvious solution, but OpenAI has the funding and the talent to deliver, according to Julien Codorniou, a partner at venture capital firm 20VC and a former Facebook executive.

OpenAI recently hired former Facebook executive and Instacart chief Fidji Simo as head of applications, and her job will be to help answer the hardware question.

Voice is expected by many to be a primary way people command AI.

Google chief Sundar Pichai has long expressed a vision of "ambient computing" in which technology blends invisibly into the world, waiting to be called upon.

"There's no longer any reason to type or touch if you can speak instead," Blanchard said.

"Generative AI wants to be increasingly human" so spoken dialogues with the technology "make sense," he added.

However, smartphones are too embedded in people's lives to be snubbed any time soon, said Wood.



Intel Says Competition from Nvidia PC Chip a ‘Good Thing’

A sign is posted in front of Intel headquarters in Santa Clara, California, US, Aug. 1, 2024. (AFP)
A sign is posted in front of Intel headquarters in Santa Clara, California, US, Aug. 1, 2024. (AFP)
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Intel Says Competition from Nvidia PC Chip a ‘Good Thing’

A sign is posted in front of Intel headquarters in Santa Clara, California, US, Aug. 1, 2024. (AFP)
A sign is posted in front of Intel headquarters in Santa Clara, California, US, Aug. 1, 2024. (AFP)

Intel said Tuesday that competition in personal computer chips from hardware giant Nvidia as a "good thing" as artificial intelligence presents new business opportunities.

The comments come a day after Nvidia, the world's most valuable company, unveiled a powerful chip for Windows machines designed to run AI agents, tools that can carry out tasks for users.

The announcement from Nvidia is a challenge to legacy PC chipmakers including Intel and AMD, as well as Apple's laptop business.

"If you take a look at what they brought to market (Monday), I think it's a good thing," Alex Katouzian, general manager of Intel's client computing and physical AI group, told a news conference in Taipei.

"It shows the importance of how critical the PC is," he added.

"We welcome the competition, but I think we're going to do really well," he said, touting Intel's scale -- with "every segment covered" -- and the trust of its customer base.

"They want us to grow with them, there's new opportunities on the AI side," Katouzian said, calling the company's roadmap "super strong".

Shares in Intel took off late last year after Nvidia announced it would invest $5 billion in the firm.

And in April, the company smashed quarterly earnings expectations, in what could be a sign it is on a path to recovery.

Intel largely missed the smartphone boom and failed to develop competitive hardware for the AI era, allowing Asian manufacturers TSMC and Samsung to dominate the custom semiconductor market.

Most notably, Intel was blindsided by Nvidia's rise as the world's leading AI chip provider.

Nvidia's graphics processing units (GPUs), originally designed for gaming consoles, have become the essential building blocks of AI systems, with tech giants scrambling to secure them for their data servers and AI projects.

The heads of both companies are in Taipei this week for the major industry show Computex.

On Tuesday, Intel announced upgrades to its AI data center hardware offerings as well as new collaborations with supply chain partners such as Taiwan's Foxconn.

While several experts told AFP that Nvidia's competitors should be worried about its new PC chip for the AI era, the RTX Spark, others were more cautious.

"This move may create incremental pressure for Intel and Qualcomm; however, given the complexity and likely premium pricing, we don't expect significant competition with mainstream AI PCs," Bloomberg Intelligence analysts wrote.


Global Smartphone Market Faces Record Annual Decline as Chip Crunch Worsens

The iPhone 17 series on display at the Apple Store in New York City, US, September 19, 2025. (Reuters)
The iPhone 17 series on display at the Apple Store in New York City, US, September 19, 2025. (Reuters)
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Global Smartphone Market Faces Record Annual Decline as Chip Crunch Worsens

The iPhone 17 series on display at the Apple Store in New York City, US, September 19, 2025. (Reuters)
The iPhone 17 series on display at the Apple Store in New York City, US, September 19, 2025. (Reuters)

The global smartphone market is heading for its steepest annual contraction on record, with shipments projected to slump by 13.9% this year to 1.08 billion units, Counterpoint Research said on Monday, citing a worsening shortage of memory chips.

The forecast is a downgrade from the 12.4% decline projected in February, with the squeeze in global chip supply exacerbated by the Iran war.

IMPACT MOST ACUTE AT BUDGET END OF MARKET

The impact is being felt most acutely in lower-end smartphones as ‌chipmakers shift ‌production capacity to AI-related chips, making entry-level devices less ‌economical ⁠to produce.

Global smartphone wholesale ⁠prices rose 14% in the first quarter while shipments fell 3.1% year on year. That trend is expected to continue as inventory built before the supply shock becomes depleted, with some models priced below $150 likely to disappear from the market.

"Smartphone makers in the low and mid-tier are caught between cost increases they cannot absorb and consumers with limited spending power," said Wang ⁠Yang, a principal analyst at Counterpoint, an independent research ‌company that publishes quarterly smartphone shipment data.

"The ‌question is no longer how to grow shipments or market share, but whether ‌to remain in the market at all."

The memory chip shortage ‌is the most severe supply-side disruption the smartphone industry has faced, Wang said, adding that manufacturers are unable to offset the impact through pricing or product changes.

PREMIUM END OF THE MARKET MORE RESILIENT

The premium segment has proven more resilient. Apple posted ‌record revenue for the first three months of the year, helped by customers upgrading to its iPhone ⁠17 series. ⁠Apple's 2026 shipments are expected to remain flat before rising 5% next year, Counterpoint projections show.

With more stable chip supply and stronger margins than many rivals, Apple is well placed to gain market share and could face less pressure to raise prices.

Samsung Electronics kept volumes steady in the first quarter and is expected by Counterpoint to register only a 4% decline in shipments over the full year, outperforming the wider market thanks to stable supply and a consistent product line-up.

Transsion, which is heavily exposed to the market for smartphones priced below $150, is forecast to suffer a 32% drop in shipments this year. Rivals Xiaomi and Honor, meanwhile, are projected to post full-year declines of 28% and 20% respectively, Counterpoint said.


Nvidia to Work with US, European Humanoid Robot Makers in Addition to China’s Unitree

A man shakes the hand of a Chinese G1 humanoid robot made by Unitree Robotics at a conference in Mumbai, India, May 22, 2026. (Reuters)
A man shakes the hand of a Chinese G1 humanoid robot made by Unitree Robotics at a conference in Mumbai, India, May 22, 2026. (Reuters)
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Nvidia to Work with US, European Humanoid Robot Makers in Addition to China’s Unitree

A man shakes the hand of a Chinese G1 humanoid robot made by Unitree Robotics at a conference in Mumbai, India, May 22, 2026. (Reuters)
A man shakes the hand of a Chinese G1 humanoid robot made by Unitree Robotics at a conference in Mumbai, India, May 22, 2026. (Reuters)

Nvidia ‌plans to work with humanoid robot makers in the US, Europe and South Korea in addition to China's Unitree to build robots for researchers, according to the AI chip company's executives.

After CEO Jensen Huang's keynote address in Taiwan on Monday ahead of the Computex trade show, Nvidia announced that the company is working with China's Unitree, a leading maker of humanoid robots, to provide a standardized version of Unitree's H2 robot that can be used by academic researchers.

The robot's body will come from ‌Unitree, its ‌hands will come from Singapore-headquartered Sharpa, and the ‌computing ⁠brains of the device ⁠will come from Nvidia. Nvidia said that researchers at Stanford University and the University of California San Diego, among others, plan to use the machines.

Unitree, whose dancing robots were the centerpiece of China's Spring Festival gala earlier this year, is pursuing a public listing in China.

But US lawmakers have alleged that ⁠Unitree has extensive ties to the Chinese government ‌and military and have introduced a ‌bill that would ban use of the firm's robots by ‌researchers who receive US government funding.

Nvidia executives told Reuters that ‌the company plans to pursue more efforts like the Unitree one with robotics firms outside China. They did not name the partners in the US, South Korea and Europe and spoke on condition of ‌anonymity as the plans are not public.

The Nvidia executives said the work with Unitree is ⁠aimed at improving ⁠the cybersecurity of the Unitree robots for researchers. For example, any software updates meant for the robot's subsystems will have to flow through Nvidia's chip, where the code can be checked for authenticity.

By directly integrating Nvidia's "Blackwell" chips with Unitree's robot bodies, Nvidia, which plans to use the machines in its own research, will bring the same security features that it uses to protect data center servers, the executives said.

Those security technologies, known as secure boot and confidential computing, are aimed at ensuring the robots cannot run malicious code and that sensitive data cannot be moved off the robots without permission.