AI Hardware Race Fragments: Plaud’s 1.5 Million Units Show Always-On AI Has a Market

Plaud AI hardware CES 2026
Source: CES 2026 / Plaud

Plaud’s CES 2026 launches reveal the hardware race to capture AI’s always-on assistant interface. The NotePin S ($179) and desktop meeting app represent two form factor bets: wearable ambient capture for in-person interactions and system-level audio interception for digital meetings.

Form Factor Proliferation

Four accessories in the box (clip, lanyard, magnetic pin, wristband) acknowledges that the optimal wearable position for AI capture remains unsolved. Plaud is letting users discover the answer rather than prescribing it.

Physical Control Persistence

Adding a dedicated button for start/stop and highlight functions signals that pure ambient AI (always listening, no interaction) creates user anxiety. Explicit control moments build trust even in always-on devices.

1.5 Million Units Sold

Plaud has achieved meaningful scale in a category (AI notetakers) that most assumed would be dominated by software-only solutions. The hardware play has proven viable.

Desktop Expansion

The Mac app competing with Granola, Fathom, and Fireflies shows hardware companies cannot remain hardware-only. The moat is the AI processing layer, not the microphone.

AI hardware is fragmenting into specialized form factors (pins, pendants, rings, glasses) rather than consolidating into a single winner.

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