Apple’s AI‑First Hardware Pivot

With John Ternus becoming CEO Apple appears to be accelerating a product strategy that embeds large‑model AI into many new hardware categories — AirPods, glasses, a pendant, Home displays, robots and security cameras — all tightly paired to the iPhone and Apple’s OS. The company is reportedly using foundation models trained by Google Gemini, shifting Apple from purely device engineering to an AI‑service integrator with new privacy and competition stakes. — If Apple turns multiple everyday devices into OS‑tethered AI endpoints, it will reshape competition, create new lock‑in points, and force policy debates about platform power and biometric privacy.