Wearable and standalone AI hardware is accelerating into the consumer market — from AI glasses to user-assembled AIDIY devices — increasingly offloading voice and image data to autonomous agents rather than depending on smartphones. Data show global trade in AI-related products will total $4.18 trillion in 2025, up 21.9% YoY. Global AI infrastructure investment is rising, and Chinese tech firms are actively expanding deployments across AI hardware, large models and base-layer compute.