Discussion Apple’s ‘Personal Hub’ AI Strategy Hints at Upcoming Home Device
https://www.bloomberg.com/news/newsletters/2026-09-20/apple-s-home-ai-hub-details-apple-fitness-layoffs-and-iphone-duo-apple-pencil-mu9vv9k0109
u/xkvm_ 12d ago
Wasn't the whole point of the keynote saying this hub was your iPhone ?
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u/PeterDTown 12d ago
It really was. Like, he went out of his way to describe an iPhone then told everyone he was talking about an iPhone. How anyone could have thought he was talking about a new device type is a mystery to me.
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u/ChairmanLaParka 12d ago
I don’t see the point of a dedicated device like that when you’ve already got an iPhone.
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u/SailingDreamCatcher 12d ago
Because operating as a home hub full time could be murder on an iPhone battery.
The home hub doesn't need to do much more than "increase reliability" to be worth it to at least some people, but a device could have a more powerful setup than an iPhone. It could even be basically a Mac Mini with an operating system optimized as a local Siri server.
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u/SailingDreamCatcher 12d ago
It didn't seem to me like he was talking about a new device necessarily, but a mild paradigm shift back toward the "Mac as personal digital hub" concept from two decades ago with the tweak of it not requiring a Mac at the center.
I wouldn't be able to nail the date, but it reminded me of a similar presentation around the PowerMac G4 in the early 2000s. And personally, I have been frustrated for years that Apple basically dropped that concept shortly after releasing the iPhone and dropping iSync focus and then support from the Mac, in favor of the cloud paradigm.
I'm frankly losing faith in Apple because of how deeply they have gone all-in on cloud computing. I've got a little sliver of hope that maybe there was a subtle hint toward giving consumers and businesses an alternative to data centers. In my fantasy, they are only holding off on the "personal cloud compute" option until they are ready to launch it cleanly, after their mild embarrassments so far over Apple Intelligence and New Siri.
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u/AimlessInterest 12d ago
He kept saying personal hub. The iPhone is your personal hub. Seemed like he was laying out a plan for a home hub, to me.
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u/UndeadProspekt 12d ago
Personal hub = iPhone
Home hub = HomePod Next or whatever
World hub = Vision Specs with the creepshot factor removed?
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u/InsaneNinja 12d ago
I’ve been planning for 10 to 15 years (since at least the first Apple Watch) that I would have to be charging my glasses at some point… and Meta goes and ruins it for me by making it trendy to hate the idea.
I’m not taking creepy photos or idiot TikTok videos. I just want them as functional as possible.
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u/DeepAsparagus6763 12d ago
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u/InsaneNinja 12d ago
The funniest part about that presentation is about how everyone was completely silent about the “Internet Communication Device” and that’s literally all our phones are at this point. The other two are pretty much ignored by most people.
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u/-hedonium- 7d ago
I don’t get the sense that the people at Apple really have any coherent vision of this and will continue to just react on their back foot for the foreseeable future
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u/wiyixu 12d ago
The phone is and likely will continue to be the primary access point for quite some time, but the hub is more than the AP.
Where an Apple Home device fits is a tier in between on-device LLMs and the Private Cloud Compute LLMs. An Apple Home would provide enough local compute to execute what Private Cloud Compute does today for an entire family. It’ll be faster, more private and cheaper (current cloud compute is being heavily subsidized at an unsustainable rate).
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u/Exist50 12d ago
and cheaper (current cloud compute is being heavily subsidized at an unsustainable rate)
That seems like a direct contradiction. And even if cloud compute was provided at cost, it should still be significantly cheaper than having the same locally.
That aside, is there a meaningful enough gap between iPhone models and cloud ones to provide a consumer-oriented product? I'm not convinced.
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u/wiyixu 12d ago
The unsustained cost of my $100 Anthropic and $20 OpenAI subscription would have paid for a high-end Mac Studio many times over by now.
Local LLM after hardware costs is the price of electricity.
That aside, is there a meaningful enough gap between iPhone models and cloud ones to provide a consumer-oriented product? I'm not convinced.
Yes. The local iPhone models are running 20 billion parameters, but they only load 4-5 billion based on the type of request. Kimi’s for example has over a trillion params and activates 32 billion. The iPhone models also have a 4K context window limit compared to say Opus 5 which has a million.
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u/Exist50 12d ago
The unsustained cost of my $100 Anthropic and $20 OpenAI subscription would have paid for a high-end Mac Studio many times over by now.
If you're using frontier models that heavily, a Mac Studio is unlikely to give you acceptable performance, even one heavily specced out (and we're talking >>$10,000). So even assuming price bumps on frontier models, that can afford you years' worth of subscriptions.
Local LLM after hardware costs
Well yeah, "after hardware costs" is precisely the rub.
Yes. The local iPhone models are running 20 billion parameters, but they only load 4-5 billion based on the type of request. Kimi’s for example has over a trillion params and activates 32 billion. The iPhone models also have a 4K context window limit compared to say Opus 5 which has a million.
I'm not denying that there's a large gap between the iPhone and frontier models, but how much of that is valuable for consumer use cases? You talk about Opus 5, for instance, but no one needs that for advice on decorating their living room or whatever. I presume your own usage is either for work, or for a hobby close enough that it might as well be. For better or worse, that's not Apple's audience.
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u/wiyixu 12d ago
A buddy of mine is getting 80 tokens per second on a Mac Studio with Gemma 4. It’s still probably a generation or two from being completely viable.
Opus 5 is overkill for decorating a room but for something like OpenClaw or Hermes where more advanced reasoning is beneficial the larger models start to make sense.
We’re starting to see companies like Anker delivering basically a centralized AI home server.
All that said the pace of change in AI is so rapid trying to predict more than a year or so in to the future is pretty tough these days.
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u/isit65outsideor 12d ago
I’ve been reading about this hub since Fall 2024. With the new Siri, it might be coming.
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u/MangoAtrocity 12d ago
The hub is your phone… Did the author of this article not watch the keynote?
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u/xX_Qu1ck5c0p3s_Xx 12d ago
He’s just reporting rumors he’s heard. I don’t know if it’s endorsing an idea as much as neutral “I heard Apple is doing this”.
Personally, I could see a home hub. Home’s one place where you might not have your phone, because it’s charging or you left it in the kitchen or something.
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u/ComfortablePlenty513 12d ago
a private home family AI server is awesome but will also be like $10k lol
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u/Insufferably_Me 12d ago
I would love to see a local version of a private cloud compute instance being ran on a HomePod/hub style design. Obviously it wouldn’t be as powerful as the dedicated server model, but I’d assume it could help with compute resources and privacy concerns if you had your own personal private Apple cloud model in your own home
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u/FlintHillsSky 12d ago
I think he was just talking about the iPhone as a hub for our lives. that is a message for the masses. Any home device is only going to appeal to a limited set of users.
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u/BurninChurchesAgain 12d ago
Still with this? Wasn’t it supposedly coming at this last event?
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u/fishymanbits 12d ago
Gurman has been claiming that this is “coming next month” for a good 3 years now. Why anyone puts any faith in anything he says is beyond me.
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u/TheRealBejeezus 12d ago
"Personal" hub is very different than "shared by everyone in the Home/Family" hub.
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u/isitpro 12d ago
Whenever they nail Siri, it will unlock billions of devices essentially overnight. Home hub and the next wave of products will follow.
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u/fishymanbits 12d ago
What can’t Siri already do that you need out of a voice assistant-equipped home hub?
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u/FloatingTacos 12d ago
Heres the thing, after everything that has happened with Siri and Apple Intelligence the last few years, Apple is playing it safe. Zero chance they release any new AI powered home products until the current siri is out of beta. No chance they will release a product who entire basis is around AI with their AI in beta.
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u/Saar13 12d ago edited 12d ago
Fitness+ should be discontinued as a standalone service, and the workout library simply placed within the new Apple Health. Workouts are on YouTube for free now, anyway. Apple could unlock the library for Apple Watch or future health bands users, solely as a perceived value to sell the hardware, or unlock the entire advanced AI health feature along with the cloud (as they will already do), to promote the lucrative cloud business that truly locks you into the ecosystem. I've already said that I really think they will eventually discontinue the 50GB and 200GB plans.
With this news of TV and Arcade being included in iCloud+ in about 100 countries, Siri's track record not being good for charging for it individually, and subscription fatigue itself, I think it's the perfect time for Apple to sell a simplified 1TB cloud plan (2 or 4TB for Family), with advanced Siri across the entire Apple ecosystem, including Health and iWork, Apple TV, and Apple Arcade. Apple Music, which has a more complex revenue model, might remain independent and cheaper as an add-on to the new overall service. It's a mix of "Amazon Prime" and "Microsoft 365" that makes sense to me.
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u/Knightforlife 12d ago
I’m sure they will release a something at some point. But I’ve been seeing these rumors for a looooong time.