OpenAI’s hardware push centers on a screenless AI companion device developed with Jony Ive’s io team following the 2025 acquisition, alongside supply-chain partnerships with Luxshare and others for manufacturing. Official statements and court filings point to a late-2026 reveal but first customer shipments no earlier than February 2027, with the donut-shaped, voice-first speaker featuring cameras, sensors, moving parts, and advanced voice models. Recent internal progress includes GPT-6 Astra rapidly designing functional prototypes and the limited release of Codex Micro, a $230 physical keypad for agent control. A separate smartphone project targets 2027 mass production. Trader sentiment reflects these confirmed timelines and execution risks around scaling novel form factors against smartphone dominance.