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The Ultimate AI Wearable Is a Piece of Tech You Already Own

Commentary: Tech companies are trying to give us dedicated AI devices. There’s no need — we all have them already.

In some quarters, the rise of AI has sparked the urge to invent all-new devices, which are deeply invested in that technology but which look and function differently from any products we’ve owned before.

These range from head-mounted XR devices, such as headsets and glasses, to pins, necklaces, phone accessories and whatever mystery product former Apple designer Jony Ive and OpenAI are developing in secret.

But what if, in pursuit of these new devices, we overlook the fact that the ultimate AI form factor is something we all already own? It could even be that the best way to deploy AI is through tech that dates back to the 19th century. 

I’m talking about headphones.

There hasn’t been a lack of evolution in personal audio over the years, but integrating AI into headphones is giving them a new lease on life, says Dino Bekis, vice president of wearables at chipmaker Qualcomm. We’re starting to see this with devices like Apple’s new AirPods Pro 3.


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The impact of AI on headphones will be twofold, says Bekis. First, it will build on improvements we’ve already seen, such as the ability to easily switch among active noise cancellation, transparency and other listening modes. 

Instead of that being something we need to control manually, the headphones themselves will increasingly handle it all dynamically. Sensors on board, layered with AI, become more adept at reading and understanding our immediate surroundings.

Bekis says that maybe your headphones could alert you to someone trying to get your attention by recognizing your name being called, even if you’re listening to music with ANC enabled. If you’re on a call, walking along a busy street, they could alert you to traffic dangers, sirens or someone who might be walking close behind you.

But where he really sees AI headphones coming into their own is in the interactions you’ll have with AI agents. These personal assistant-like versions of artificial intelligence will operate autonomously with our devices and services on our behalf.

There’s no more «natural way» than conversation to interact with them, he says, and the high-quality mics and speakers in your headphones will allow for clear and effective communication.

«Earbuds or headphones are really yesterday’s technology that’s suddenly been reinvented and is becoming the primary way we’re going to be interfacing with agents moving forward,» says Bekis.

Headphone-makers, meet AI

Not all headphones are on the verge of transforming into wearable AI assistants, and the situation is not the same across the board. Many legacy headphone companies are «entrenched in their core focus of audio quality and audio file capability,» says Bekis.

At the same time, Bekis says Harman-owned high-end audio brand Mark Levinson is one headphone maker Qualcomm is working with on integrating AI into its products. And smartphone manufacturers who also have audio products in their lineup are at the forefront of the charge.

You only need to look at the new capabilities that Samsung, Google and Apple have bolstered their headphones with over the past few years. In addition to adaptive audio, the companies are starting to add AI-specific features. Google’s Pixel Buds 2 are engineered not just as an audio device but as hardware with the company’s Gemini AI assistant at the core (you could say «Hey, Google» to activate Gemini and ask it to summarize your emails, for example).

In September, Apple introduced AI-powered live translation with the AirPods Pro 3. The AirPods will parse what someone is saying to you and play it in your chosen language in your ear. They will also pick up your speech and translate it so that you can show the other person a transcript in their language on your phone screen. 

Apple also seems to be searching for ways to further tap the AI potential of its headphones range. A report from Bloomberg earlier this month suggested that the company might introduce AI-powered infrared cameras with the next version of the AirPods Pro, which could be activated by and respond to gestures.

It’s clear that smartphone-makers can see the potential in headphones to be more than just audio products, in the same way they once recognized that the phone could be more than simply a device for making calls. They might even turn headphones and earbuds into what I think could be the ultimate AI wearable.

Why headphones?

The biggest argument for headphones over other emerging AI-focused wearable tech is their popularity: Who doesn’t own at least one pair? (My feeling is that everyone should own at least three different styles, each with its own strengths.) It’s just not the same with glasses or watches.

Yes, they are common and familiar, but the likelihood is that if you don’t already wear them regularly, the addition of AI is unlikely to persuade you. Glasses, in particular, have drawbacks, including battery life. There’s also the difficulty of combining the tech with prescription lenses and privacy concerns due to the addition of cameras.

After well over a decade of effort, tech companies are also still struggling to make smart glasses as sleek and comfortable to wear as their non-smart counterparts (the Meta Ray-Bans perhaps being the one exception to the rule here). 

Smartwatches and fitness bands, meanwhile, have become more comfortable, but many people still find them cumbersome for sleeping. The sensors in them are too far away from our faces, where we receive the majority of our sensory inputs, to comprehend the world around us with forensic detail. They cannot relay sensory feedback to us without us having to look at a screen. The same is true for rings and other smart jewelry.

There are no devices that rival headphones, and earbuds in particular, for sheer proximity to a major sensory organ capable of both inputting and outputting complex sensory data. They have been and remain discreet, easy to take on and off, and not overly power hungry or demanding when it comes to charging frequency. 

«Critically, there’s the social acceptance level of this as well, where, ultimately, headphones have become incredibly commonplace,» says CCS Insight Analyst Leo Gebbie. 

They don’t insert a noticeable barrier between you and the world you’re experiencing. Plus, even when they’re obvious, they don’t tend to put people on edge over concerns you could be capturing their image, and you don’t need to learn how to use them, Gebbie says.

 «Contrast that with something like smart glasses, where I think there is a whole new set of user behaviors that would need to be learned in terms of exactly how to interact with that device,» he says. «Also, there’s kind of a social contract, which, for me, at least with smart glasses, has always been one of the biggest stumbling blocks.»

What’s more, headphones have been getting gradually smarter all this time without most of us even noticing.

This invisible evolution is the closest tangible expression I’ve seen of the widespread belief among tech leaders that AI should be a subtle, ambient force that permeates our lives as inconspicuously as possible.

Headphones are an established product that shows consistent growth, making them the safest bet for companies that want as many people as possible to engage with AI through wearable tech. 

Multiple forecasts, including from SNS Insider and Mordor Intelligence, estimate the global market for headphones will grow to over $100 billion by the early 2030s. By contrast, Mordor forecasts the smart glasses market will grow to $18.4 billion in the same period, one of the higher estimates I found.

Companies are always searching out new revenue streams, hence their determination to explore new kinds of AI devices, says Gebbie. But, he adds, «headphones definitely feel like a safer bet, because it’s a form factor that people are familiar with.»

It may well be the case that no single wearable device will define our coexistence with AI, and if there is, it will be a device of our choosing. 

But rather than reinvent the wheel, I strongly suspect the companies embracing the potential of headphones will see these formerly audio-focused devices fly in the age of AI. And perhaps it’s just personal preference, but I’m on board.

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

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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

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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.

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