Overview

• The Information reported that OpenAI’s hardware unit io signed a contract with Apple supplier Luxshare to assemble a consumer AI device, and CNBC said the stock rose about 10% on Monday.
• Luxshare is reportedly developing a prototype that uses ChatGPT models, with no detailed confirmations from the companies.
• OpenAI has approached Goertek to provide components such as speaker modules for planned devices, according to the reporting.
• Device concepts under discussion include a screenless smart‑speaker‑like product, glasses, a digital voice recorder, and a wearable pin, with first launches targeted for late 2026 to early 2027.
• OpenAI has hired more than two dozen former Apple hardware staff with large stock grants, and Apple recently canceled a China offsite for supply chain teams over concerns about defections.