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AI Report

2/28/26

Apple is planning three new AI wearables

🚨 Our Report

Apple is ramping up development of three new wearable products: smart glasses, an AI pendant, and camera-equipped AirPods. All three devices are being built around the Siri digital assistant and are designed to compete more aggressively in the AI hardware race.

🔓 Key Points

  • The smart glasses will feature a high-resolution camera plus a "computer vision" lens for environmental context, allowing the device to function as an all-day AI companion that understands what a user is seeing.

  • Apple is also developing an AI pendant with two cameras, a speaker, and three microphones. The device would serve as an always-on "eyes and ears" extension of the iPhone, worn clipped to clothing or as a necklace.

  • Camera-equipped AirPods could launch as early as this year, while the pendant and glasses face longer timelines. The AI pendant "remains early-stage and could still be canceled," but may ship as early as 2027.

🔐 Relevance

These products show Apple's clearest push yet into wearable AI hardware, a category Meta is actively building out with its Ray-Ban smart glasses. For business leaders evaluating AI hardware strategy, the key factor to watch is whether next-generation Siri, which continues to face delays, will be ready to power these devices effectively.
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