Industry context and rumors
Nothing's move into hardware follows a broader industry trend of attempting to create standalone AI gadgets. Existing products in this category include the Humane AI pin, the Friend, and various AI stuffed animals. Additionally, OpenAI is reportedly working on an AI smart speaker in collaboration with Jony Ive.
Pei commented on the current state of the industry, suggesting that many companies are searching for a definitive breakthrough. "The whole industry is hunting for its iPhone moment: the pendant, the pin, the glasses, the companion, some magical consumer device that makes AI part of everyone’s life," Pei said. However, he added, "Looking for the iPhone of AI today is a dead end."
There have been various unconfirmed reports regarding Nothing's hardware direction. Last month, a rumor claimed the company is planning to launch two pairs of AI smart glasses, including one model without cameras. Other rumors have suggested that Nothing is "repositioning itself as an AI-first company" through a shift toward AI accessories, though the company has not confirmed if these rumors relate to the December launch.