OpenAI’s development of its first consumer hardware product centers on a screenless AI companion device shaped like a hockey puck, designed in partnership with Jony Ive’s io team following the 2025 acquisition. Recent analyst reports from Ming-Chi Kuo highlight accelerated timelines, with mass production of a related AI smartphone potentially starting in the first half of 2027 and the initial voice-first device slated for a late-2026 reveal but confirmed shipping no earlier than February 2027 in court filings. OpenAI’s own Jalapeño AI-acceleration chip, recognized in October 2026, supports broader hardware ambitions amid competition from Apple and others in ambient artificial intelligence interfaces. Traders monitor supply chain deals with Luxshare and upcoming executive updates for signs of slippage or advancement.