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OpenAI teams with Apple supplier Luxshare to build consumer AI device

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OpenAI has struck a deal with Luxshare, a major Apple supplier, to manufacture a prototype consumer AI device, according to The Information. The pocket-sized gadget is being designed to work natively with OpenAI’s AI models and adapt to user context, potentially offering an alternative to smartphones and PCs as the main way people interact with artificial intelligence.

The project represents one of the boldest pushes yet by an AI firm into dedicated hardware, rather than layering AI onto existing devices. Analysts say an “AI-native” product could open entirely new markets while challenging the dominance of established consumer electronics leaders such as Apple, Samsung, and Google.

OpenAI earlier this year acquired io Products, a hardware startup founded by former Apple designer Jony Ive, in a $6.5 billion deal to accelerate its hardware ambitions. Luxshare—best known for assembling iPhones and AirPods—will provide the large-scale manufacturing muscle. OpenAI has also reached out to Goertek, another Apple supplier, for components such as speaker modules.

Neither Luxshare nor OpenAI has commented publicly on the report. But the move underscores OpenAI’s effort to expand beyond software like ChatGPT into consumer electronics, a sector where hardware-software integration is often the key to success.

If successful, the device could pose a new kind of competition to smartphones by offering a lightweight, AI-first alternative—part personal assistant, part communications tool—that reimagines how users connect to digital ecosystems.

Oracle Cloud Orders Near $500 Billion, Shares Jump 27%

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Oracle (ORCL.N) announced Tuesday that it expects its booked revenue in cloud infrastructure to surpass half a trillion dollars, sending shares soaring 27% after hours. The surge reflects rising demand for its low-cost AI cloud infrastructure and strong multi-cloud partnerships.

Key Highlights

  • Booked Revenue (RPO): Jumped 359% year-on-year to $455 billion in Q1 (ending August 31).

  • Future Growth: CEO Safra Catz said upcoming multi-billion-dollar deals are expected to push RPO beyond $500 billion.

  • Revenue Forecast: Oracle projects 77% growth in OCI revenue this fiscal year to $18B, rising to $144B over the next 4 years.

  • AI Integration: Customers can now directly connect databases to ChatGPT, Gemini, and Grok via Oracle Cloud.

  • MultiCloud Strategy: Partnerships with Amazon, Google, and Microsoft drove a 1,529% increase in first-quarter multi-cloud revenue. Oracle plans 37 new datacenters, bringing the total to 71 with hyperscaler partners.

Market Impact

  • Shares: Up 45% YTD, boosted further by the after-hours spike.

  • Contracts: Four multi-billion-dollar deals with three customers supported overall Q1 revenue growth of 12% to $14.93B.

  • Q2 Guidance: Total revenue expected to rise 12–14%, with cloud revenue growing 32–36%.

Analyst Views

  • Analysts see Oracle emerging as a key AI cloud player, despite being smaller than hyperscaler rivals.

  • “Oracle is not just keeping up but actually leading the way in the cloud space,” said Melissa Otto, S&P Global Visible Alpha.

  • Jacob Bourne, eMarketer: “Enterprises are clearly eager for cost-effective AI cloud tools, and Oracle is positioning itself to capture that demand.”

Apple’s iPhone Event May Lack Spark, but Rumored Slim ‘iPhone Air’ Could Drive Upgrades

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Apple is set to unveil its latest iPhone lineup on Tuesday, but analysts warn the launch could feel underwhelming compared with rivals’ rapid AI integration. The highlight may be the rumored “iPhone Air”, a slimmer model designed to echo the sleekness of Apple’s MacBook Air.

The thinner device would require Apple to solve battery and camera design challenges while fitting into a price band between the base iPhone 17 and Pro models. Analysts say this new form factor could entice iPhone 14–16 users to upgrade, offering Apple its first meaningful design shift in years.

Some see the “Air” as a stepping stone toward foldable iPhones and a more advanced Siri, though foldables are not expected until next year. Competitors like Samsung and Google already have folding models, but they remain a niche category at less than 2% of global sales. Apple faces added pressure in China, where foldables are popular and its market share has slipped.

Pricing remains a sensitive issue amid Trump’s tariff policies. Apple may quietly push margins higher through storage-based price increases, avoiding direct price hikes that could trigger political backlash, analysts say.

On the AI front, Apple has lagged rivals. Plans to revamp Siri were delayed by engineering hurdles, forcing the company to lean on OpenAI’s ChatGPT integration. Apple is also in early talks to use Google’s Gemini AI to strengthen Siri. Analysts expect the company to tout the AI processing power of its next-gen Apple Silicon chips, paving the way for an “agentic Siri” that can handle tasks in the background without draining device batteries.

While Apple’s customer base remains loyal, experts warn the company now has months, not years, to prove it can match competitors in AI and form-factor innovation. “By this time next year, if Siri still disappoints and the foldable isn’t out, Apple’s content base could erode,” said Bob O’Donnell of TECHnalysis Research.