Pin envy: Jony Ive’s AI device reportedly bigger than Humane’s

Jony Ive and Sam Altman‘s forthcoming AI device appears to be taking shape as a wearable with iPod Shuffle-like elegance that could be worn around the neck. This collaboration, now officially part of OpenAI following a $6.5 billion acquisition of Ive’s company, represents a significant hardware play from one of AI’s most influential companies. The 2026 launch target signals a deliberate development timeline for what could become a pioneering product in the emerging wearable AI category.

The big picture: Apple analyst Ming-Chi Kuo’s research suggests the OpenAI-Ive device will be larger than Humane’s AI Pin but maintain a “form factor as compact and elegant as an iPod Shuffle.”

• The device is reportedly designed to be worn around the neck, positioning it as a personal AI companion that remains constantly accessible.
• Unlike conventional wearables, this device may forgo a display entirely, instead utilizing built-in cameras and microphones for “environmental detection.”

Technical integration: The AI wearable will likely function as part of a broader computing ecosystem rather than as a standalone device.

• Kuo indicates the device could connect to smartphones and PCs to leverage their computing power and display capabilities.
• This approach aligns with information from The Wall Street Journal, which reported the device will be aware of users’ lives and surroundings but probably won’t take the form of smart glasses.

Corporate developments: OpenAI’s acquisition of Ive’s hardware company marks a strategic expansion beyond software.

• Altman announced on Wednesday that OpenAI is purchasing Ive’s AI hardware company, io, for $6.5 billion.
• As part of the deal, Ive’s team will “take over design for all of OpenAI, including its software,” suggesting a holistic approach to the company’s product ecosystem.

Timeline expectations: The Ive-Altman collaboration has set a clear target for bringing their vision to market.

• The companies aim to launch their first devices in 2026, giving them approximately two years to refine the product.
• This timeline suggests a deliberate development approach rather than rushing to market with an unpolished product.