OpenAI’s push into consumer hardware centers on its Jony Ive-backed io team and a screenless, portable AI companion device—described as a battery-powered smart speaker with cameras, sensors, and responsive moving parts—now expected to ship no earlier than February 2027 after timeline slips from original late-2026 targets. Recent supply-chain reports indicate the company is fast-tracking a separate AI-focused smartphone with custom MediaTek/Qualcomm silicon toward possible H1 2027 mass production, aiming to deliver full-stack AI agent experiences beyond phone apps. Legal hurdles, including an Apple trade-secrets suit and trademark issues, add uncertainty, while competitive pressure from Meta’s pendant device and Apple’s ecosystem choices reinforces OpenAI’s hardware ambitions. Traders are watching for any late-2026 reveal versus confirmed 2027 availability.