OpenAI’s push into consumer hardware centers on its collaboration with Jony Ive’s io team, acquired for roughly $6.4 billion, to develop a screenless, portable AI companion device—described as a battery-powered, doughnut-shaped smart speaker with cameras, sensors, and responsive mechanical elements. Executive statements and supply-chain reports point to a target launch in late 2026 or early 2027, with a public filing confirming no shipments before February 2027. A July 2026 limited-run Codex Micro keypad for developers does not qualify as consumer hardware, while an ongoing Apple trade-secrets lawsuit adds uncertainty around timelines and design. Traders are watching for any DevDay follow-ups, manufacturing milestones with Luxshare, or regulatory developments that could accelerate or delay the first true consumer release.