Technologies

Apple WWDC 2025 Expectations: Updates to OS Design, Gaming, Health — and Maybe a New HomePod, Too

In a year full of AI, how will Apple follow up its past Vision Pro and Apple Intelligence debuts?

The Vision Pro in 2023. Apple Intelligence in 2024. What’s coming in 2025? At its last two WWDC events, Apple launched itself into new computing territories, jumping into both AR/VR and generative AI. But with both the Vision Pro and Apple Intelligence having faced slow and heavily criticized starts, the big message at this year’s WWDC, happening June 9, doesn’t seem very clear at all.

The pressure is on Apple to show interesting progress into future categories, but this year it might instead focus on operating system redesigns and gradual improvements to what the company has already been trying to achieve.

WWDC — the company’s developer conference — is usually a showcase for Apple’s future-forward ideas. It’s also where the company discusses its dev tools, as you’d expect. And it’s where previews of all the new OS versions are revealed, giving an early look at what’s coming to the iPhone, iPad, Mac and other Apple devices.

It’s possible Apple will get into new product territories once again with the reveal of a new home device — a display-enabled HomePod — but the biggest rumors so far suggest a new cross-OS redesign and renaming that could be Apple’s way of deflecting some attention away from not having big new AI features to show off.

OS by year: Will it be iOS 26?

Recent reports from Bloomberg’s often-correct Mark Gurman say Apple is going to ditch the existing numbered OS convention it’s used for years and instead go with another approach to naming: labeling all annual OSes by year number. Instead of iOS 19, we’ll have iOS 26. And iPadOS 26, and MacOS 26, and WatchOS 26, TVOS 26, VisionOS 26. Samsung made a similar move in 2020, jumping from the Galaxy S10 in 2019 to the Galaxy S20 in 2020.

Apple’s numbering has felt pretty disjointed as the numbers have gone ever-higher across multiple device categories. A yearly number would at least help people know if they’re on the current version.

Glass as the new look

The WWDC invites, featuring a hazy transparent ring, hint at a reported redesign of all the company’s software to a new «glass» look. Bloomberg’s Gurman reported on a large incoming cross-OS design shift, calling it a dramatic redesign and one of the biggest Apple’s done in years. The design may mirror the Vision Pro’s VisionOS feel, which has lots of frosted glass panes, layers of transparency and circular app icons. Front Page Tech’s Jon Prosser showed a preview of the expected design based on information from his sources, and it definitely looks VisionOS-esque.

Beyond a coat of paint, will the OSes start to feel more similar in function too? I’m particularly curious about how iPadOS and MacOS start to close in on each other even more. Apple’s iPad has slowly inched toward acting like a computer, with features like Stage Manager for multitasking, and it’s felt inevitable that the tablet line would eventually provide a comparable experience to the MacBook.

WatchOS should get Apple Intelligence, and the Health app may be part of it

One of the devices that’s missed out on Apple Intelligence so far has been the Apple Watch, and that should be changing soon. Apple is expected to put more AI on the next Watch OS, which could help with message summaries, translation and maybe even composing messages. It could also bring overdue health and fitness upgrades. Reports say Apple could be working on adding generative AI insights to its Health app data and even using AI as a medical service, with a launch target of 2026. Health could possibly get a paid subscription tier, similar to Fitness and what many of Apple’s current services are adding. This could be like what Google is doing with Wear OS, which has long used Fitbit Premium as a health subscription (a broader Gemini rollout is on the way too).

I like AI coaching and insights on a watch, but I don’t like subscriptions. We’ll see what happens, and if Apple gets into any of these future plans at this WWDC.

Battery boosts

Another recent report (again, Gurman) says AI will help Apple improve battery life on its devices. How many devices? The iPhone, but hopefully the Apple Watch, too — these are the products in the lineup that I find I need to charge more than I’d like. For me, at least, iPads and Macs are mostly fine on battery life as is, but I’ll never refuse longer battery life for anything.

Apple has made gradual boosts to its battery features over time, but maybe there will be more intelligently applied power modes this time.

Game news?

Apple may be pushing the importance of games again, just as the Nintendo Switch 2 debuts. Bloomberg reports that the company could release a new app to act as a hub for games and game services including Apple Arcade, becoming an overdue overhaul of Game Center.

A number of game controller accessories, like Backbone, already have app hubs that function as game launchers, but Apple has never done much to help organize games on its devices in a way that feels more like what you find on a console. A new app seems like a good fit for those types of controllers, too.

Apple just acquired its first game studio: RAC7, the developers of hit Apple Arcade game Sneaky Sasquatch.

Apple could also have VR gaming news, if older reports come true: PlayStation VR 2 controllers have been expected to work with Vision Pro headsets, in a push to expand gaming on Apple’s VR/AR headset. Maybe that’ll be part of a push to get more developers onboard, as Apple could be readying a less expensive version of the Vision Pro in the next year. Right now the headset can’t compete with Meta’s more affordable Quest headsets in the gaming department.

AI: Live translation, and maybe Vision camera advancements

Apple opened up camera access to enterprise developers last year, and now it’s time for AI tools to emerge for everyone else — tools that could help describe what you’re seeing, or help you remember things too. Apple has already added assistive support for some camera-enabled functions on the Vision Pro and other products, suggesting more to come.

Though Apple’s WWDC keynote presentation isn’t expected to include many announcements of AI strides, the company still needs to compete with Google, Open AI, Perplexity and many others who are making such strides. Reports say live translation will come to some AirPods models, which would mirror what Google and Meta have been doing on glasses and earbuds and on phones.

The biggest VisionOS move I’d expect to see is some introduction of camera-aware AI. Apple Intelligence debuted on Apple’s VR/AR spatial computer headset earlier this year, but none of the AI can take advantage of the system’s cameras to «see» what you’re seeing. At least not yet. Google’s use of Gemini to access the cameras on upcoming headsets and glasses, and Meta’s support of camera access for Quest developers (and its expanding AI tools on Ray-Bans), suggest Apple needs to move this way now to begin paving a way for camera-aware AI to work on future headsets and eventually glasses.

A new HomePod-slash-iPad?

There could be a new product emerging at WWDC: a look at a long-expected screen-enabled HomePod that may be part of a bigger push into smarter smart home tech. Reports suggest it’ll be something like a HomePod now — speaker-enabled, with an array of mics — but with a touchscreen. Would it be a screen big enough to act as a photo frame, or something more like a control panel? Where would this thing live, exactly? And what would it cost? Originally, reports of this device even suggested a robotic arm that would allow the screen to follow your face, but those plans seem to be off the table for now.

Of all the wild-card product ideas Apple could announce at this show, this seems the most likely.

We’ll know more soon

WWDC is happening June 9, with the keynote video presentation streaming at 10 a.m. Pacific. We’ll be there at Apple Park, too, covering it in person. We’ll know more about how all this software could be hinting at new products, and get a check-in on where exactly Apple is with its AI strategies. And maybe we’ll get a bit of product news, too — you never know.

Technologies

Google races to put Gemini at the center of Android before Apple’s AI reboot

Google is using its latest Android rollout to position Gemini as the AI layer across phones, Chrome, laptops and cars.

Google is using its latest Android rollout to make Gemini less of a chatbot and more of an operating layer across the phone, browser, car and laptop, just weeks before Apple is expected to show its own Gemini-powered Apple Intelligence reboot at WWDC.
Ahead of its Google I/O developer conference next week, the company previewed a number of Android updates, including AI-powered app automation, a smarter version of Chrome on Android, new tools for creators, a redesigned Android Auto experience, and a sweeping set of new security features.
Alphabet is counting on Gemini to help Google compete directly with OpenAI and Anthropic in the market for artificial intelligence models and services, while also serving as the AI backbone across its expansive portfolio of products, including Android. Meanwhile, Gemini is powering part of Apple’s new AI strategy, giving Google a role in the iPhone maker’s reset even as it races to prove its own version of personal AI on the phone is further along.
Sameer Samat, who oversees Google’s Android ecosystem, told CNBC that Google is rebuilding parts of Android around Gemini Intelligence to help users complete everyday tasks more easily.
“We’re transitioning from an operating system to an intelligence system,” he said.
As part of Tuesday’s announcements. Google said Gemini Intelligence will be able to move across apps, understand what’s on the screen and complete tasks that would normally require a user to jump between multiple services. That means Android is moving beyond the traditional assistant model, where users ask a question and get an answer, and acting more like an agent.
For instance, Google says Gemini can pull relevant information from Gmail, build shopping carts and book reservations. Samat gave the example of asking Gemini to look at the guest list for a barbecue, build a menu, add ingredients to an Instacart list and return for approval before checkout.
A big concern surrounding agentic AI involves software taking action on a user’s behalf without permissions. Samat said Gemini will come back to the user before completing a transaction, adding, “the human is always in the loop.”
Four months after announcing its Gemini deal with Google, Apple is under pressure to show a more capable version of Apple Intelligence, which has been a relative laggard on the market. Apple has long framed privacy, hardware integration and control of the user experience as its advantages.
Google’s Android push is designed to show it can bring AI deeper into the device experience while still giving users control over what Gemini can see, where it can act and when it needs confirmation.
The app automation features will roll out in waves, starting with the latest Samsung Galaxy and Google Pixel phones this summer, before expanding across more Android devices, including watches, cars, glasses and laptops later this year.
The company is also redesigning Android Auto around Gemini, turning the car into another major surface for its assistant. Android Auto is in more than 250 million cars, and Google says the new release includes its biggest maps update in a decade and Gemini-powered help with tasks like ordering dinner while driving.
Alphabet’s AI strategy has been embraced by Wall Street, which has pushed the company’s stock price up more than 140% in the past year, compared to Apple’s roughly 40% gain. Investors now want to see how Gemini can become more central to the products people use every day.
WATCH: Alphabet briefly tops Nvidia after report of $200 billion Anthropic cloud deal

Technologies

Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to ‘drive into standing water’

Waymo issued a voluntary recall of about 3,800 of its robotaxis to fix software issues that could allow them to drive into flooded roadways.

Waymo is recalling about 3,800 robotaxis in the U.S. to fix software issues that could allow them to “drive onto a flooded roadway,” according to a letter on the National Highway Traffic Safety Administration’s website.
The voluntary recall is for Waymo vehicles that use the company’s fifth and sixth generation automated driving systems (or ADS), the U.S. auto safety regulator said in the letter posted Tuesday.
Waymo autonomous vehicles in Austin, Texas, were seen on camera driving onto a flooded street and stalling, requiring other drivers to navigate around them. It’s the latest example of a safety-related issue for the Alphabet-owned AV unit that’s rapidly bolstering its fleet of vehicles and entering new U.S. markets.
Waymo has drawn criticism for its vehicles failing to yield to school buses in Austin, and for the performance of its vehicles during widespread power outages in San Francisco in December, when robotaxis halted in traffic, causing gridlock.
The company said in a statement on Tuesday that it’s “identified an area of improvement regarding untraversable flooded lanes specific to higher-speed roadways,” and opted to file a “voluntary software recall” with the NHTSA.
“Waymo provides over half a million trips every week in some of the most challenging driving environments across the U.S., and safety is our primary priority,” the company said.
Waymo added that it’s working on “additional software safeguards” and has put “mitigations” in place, limiting where its robotaxis operate during extreme weather, so that they avoid “areas where flash flooding might occur” in periods of intense rain.
WATCH: Waymo launches new autonomous system in Chinese-made vehicle

Technologies

Qualcomm tumbles 13% as semiconductor stocks retreat from historic AI-fueled surge

Semiconductor equities reversed sharply after a broad AI-driven advance, with Qualcomm suffering its worst day since 2020 amid inflation concerns and rising oil prices.

Semiconductor stocks fell sharply on Tuesday, reversing course after an extensive rally that had expanded the artificial intelligence investment theme well past Nvidia and driven the industry to unprecedented levels.

Qualcomm plunged 13% and was on track for its steepest single-day decline since 2020. Intel shed 8%, while On Semiconductor and Skyworks Solutions each lost more than 6%. The iShares Semiconductor ETF, which benchmarks the overall sector, fell 5%.

The sell-off came after a key gauge of consumer prices came in above forecasts, and as conflict in Iran pushed crude oil higher—prompting investors to shift away from riskier assets.

The preceding advance had widened the AI opportunity set beyond longtime industry leader Nvidia, which for much of the past several years had largely carried the market to new peaks on its own.

Explosive appetite for central processing units, along with the graphics processing units that power large language models, has sent chipmakers to all-time highs.

Market participants are wagering that the shift from AI model training to autonomous agents will lift demand for additional AI hardware. Among the beneficiaries are memory chip producers, which are raising prices as supply remains tight.

Micron Technology slid 6%, and Sandisk cratered 8%. Sandisk’s stock has surged more than six times over since January.