It’s night. I’m at a lake near Oregon’s Mount Hood, sitting on the beach. Jazz music is playing as I write. I’m not in the real world.
Well, I sort of am.
I’m wearing Apple’s new Vision Pro headset, which looks like a fancy pair of glowing ski goggles.
Apple’s long-awaited headset, which starts at $3,500, launches in the U.S. on Friday. It’s the company’s first major new gadget to hit the market since the Apple Watch debuted in April 2015. I’ve been testing it for nearly a week. While it has some shortcomings, it’s easily the most fun new product I’ve tried out in years.
Analysts don’t expect the Vision Pro to drive massive amounts of revenue initially. UBS anticipates Apple will ship about 400,000 headsets, leading to a “relatively immaterial” $1.4 billion in revenue this year. However, I’m convinced that if Apple eventually sells cheaper versions, we’ll see millions of people using them in the coming years.
Apple Vision Pro home screen. Here I’m on top of a mountain in Hawaii.
Todd Haselton | CNBC
The Vision Pro offers a new kind of experience that Apple calls “spatial computing.” You sit in your world while looking at a digital one, and then plop different apps around you. You can work, play games, watch movies or surf the web.
Thanks to very sharp displays, and a full M2 processor that’s usually found in Macs, the Vision Pro has the power to do a lot of what you’d expect from an Apple device. There’s a dedicated App Store for Vision Pro apps, but you can also install more than a million iPhone or iPad apps. Or pair it with your Mac and work while looking at a 4K display inside the goggles.
I’m only scratching the surface of the capabilities, but here’s the gist: This is an entirely new type of computing, providing a whole new world of experiences. It feels like the future.
Here’s what you need to know:
What’s good
Apple Vision Pro
Source: Apple
I was skeptical when I first met with Apple to see the Vision Pro. Companies have been trying to do virtual reality and augmented reality and mixed reality or gobbledygook reality for years.
Sometimes it’s cool, but most of the time I’m done after an hour or so.
With the Vision Pro, there are three key parts that come into play. It has super sharp and colorful screens, it allows you to see the world around you by default using “passthrough” technology, and it has a fast processor.
Text is super crisp on the Apple Vision Pro
Todd Haselton | CNBC
The displays help remove the “screendoor” effect that’s common in lower-cost headsets like the Meta Quest 3. That’s where you can see the pixels as you look through a headset. You can easily read text on a website or a book on the Vision Pro. And I was able to watch movies, including in 3D, on screens bigger and nicer than any TV in my house.
Apple Vision Pro.
Source: Apple
The Quest 3 and other headsets also have passthrough. But Apple’s works better. It’s clearer and sharper, enough so that I can comfortably see the room around me in full color and without any lag, though I still can’t read my phone. And I love how you can turn the small digital crown, just like on the Apple Watch or AirPods Max, to adjust the volume or transport yourself into a fully 3D landscape.
You can select different scenes to surround you.
Todd Haselton | CNBC
Virtual travel is a nice touch. You can work or watch movies in Hawaii, by a lake, in White Sands or at Joshua Tree. They’re all relaxing environments with calming sounds and slow animations – like clouds moving across the sky — that help you feel like you’re almost there.
Navigation is easy once you get the hang of it. This reminds me a bit of the iPhone moment, when Apple launched its multitouch display that changed how we interact with phones that had largely been navigated with a stylus, touchpad or keyboard. There aren’t any controllers here. The headset uses sensors to track your eyes (and even verify when you’re making purchases online or in the App Store.) Apple has a quick setup process that aligns the headset to your eyes and then has you look at a series of dots, pinching your fingers as you go so you can calibrate. If you wear glasses, Apple also sells inserts that pop into the headset.
It’s incredibly accurate. You just look where you want to go and then tap your thumb and index finger to select a button or app. There’s a white bar at the bottom of every app, for example, that you can grab to pull and push around. You can adjust the size of any app by looking at the corner and then dragging it out or in at a diagonal angle. And you can swipe through photos or scroll websites by holding your index finger and thumb together while pulling up or down.
Likewise, you zoom in and out by holding those fingers on both hands and pulling outward or inward. You don’t have to flail your hands in front of you. The headset’s external cameras can detect your fingers down in your lap. You can be subtle.
Apple Vision Pro with a bunch of apps open.
Todd Haselton | CNBC
It packs a punch.
I launched more than a dozen apps around me. There’s no point in doing more, because you can’t see it all. I loved setting it up with a browser in front of me, music next to me and a TV screen above it all. But the world is yours to customize. You can open mail and a browser or leave Slack open next to a Word document with your calendar on the other side. Put your text messages on the ceiling if you want. It’s a completely new way to multitask.
Multitasking with the Apple Vision Pro
Todd Haselton | CNBC
A note: My screenshots show apps askew. But, in the headset, they’re all perfectly level.
I didn’t run into any slowdowns during my time with the Vision Pro. Part of that is due to how Apple renders content. It’s technically only sharpening the areas of the screen where you’re focusing, leaving the other areas blurry. That’s why some of the screenshots here look out of focus around the sides. Inside the headset, it’s all super crisp. It’s called foveated rendering, and it allows for optimized processing.
Gaming on the Apple Vision Pro is a lot of fun.
Todd Haselton | CNBC
I loved watching movies with the headset. I lounged on my couch and put up a huge screen across the wall of my living room and watched an hour of “Barbie,” and the two first episodes of “Masters of the Air” before the battery was at about 5%. Another night I watched “Greyhound.” I used the NBA app, which was updated to work on the Vision Pro, to stream four games at once, with the main game in the middle and others pinned to the sides. It’s wild.
With the NBA app I could watch a bunch of games at once.
Todd Haselton | CNBC
Apple also has some specially recorded content that’s so sharp you feel like you’re standing right there next to a rendered dinosaur or a video of a rhinoceros. There’s a slightly terrifying clip with a woman walking on a tightrope between cliffs. Don’t watch if you’re afraid of heights. The clips show the type of content third parties will eventually be able record and publish to the headset. I imagine sports highlights or even sitting courtside at a live game.
The Disney+ app is fun. You can watch movies in one of about four different 3D landscapes. I sat in a racer on Tatooine and watched a bit of a Star Wars movie, but then switched over to watch “Spider-Man: Into the Spider-verse” in 3D. Unlike 3D TVs and movies, which generally flopped, the effects work well in the headset. It’s neat, but I still prefer watching movies in 2D. It feels more natural to me.
Apple Vision Pro FaceTiming and multitasking.
Todd Haselton | CNBC
FaceTime works well. You see a clear video of the person you’re calling on a screen in front of you. But they don’t see you. Or, not the real you. They see a 3D-rendered version of you called a digital Persona. It’s still in beta, and mine looked like a much older version of me. My colleague thought I looked like an 80-year-old man. My wife laughed.
You create a Persona by selecting an option in the settings menu and then removing the headset and following screens on the external display. It asks you to look up, look down, look left, look right, smile, smile with teeth, and close your eyes. Then, in seconds, it creates a 3D Persona.
My digital Persona from the Apple Vision Pro. I think I look great!
It looks more human than cartoony like with other headsets. I spoke with people over FaceTime also using Personas, and it’s much easier to hold a conversation without feeling like you’re two goofy avatars trying to talk. You can hold a real meeting if necessary in your pajamas while your Persona is in work attire. Personas also carry over to other apps like WebEx.
You can see my persona’s eyes on the screen here.
Jay Yarow | CNBC
Your Persona’s eyes can appear on the outside display. Someone will see glowing effects on the outside of the headset if you have screens up in front of you. If they begin talking to you and you’re in an immersive view – like one of the landscapes I mentioned earlier – they’ll start to fade into focus so you can see them. As you look at them, the eyes of your digital Persona become visible on the outside of the headset. It looks like you’re wearing a snorkeling mask.
In real life, I just removed the headset face when my wife came in to chat.
The built-in speakers are great. They get nice and loud and support spatial audio, so if you turn your head away from the movie in front of you, the sound stays in the same place, much like if you were watching a real TV. Music and movies sounded fantastic, with full surround sound. People can hear the audio coming out of the headset, though, so you’ll want to use AirPods in public.
Photos in the Apple Vision Pro
Todd Haselton | CNBC
I love the “spatial photos” you can capture using the cameras on the outside of the Vision Pro or with the latest iPhone 15 Pro and iPhone 15 Pro Max. The camera creates a 3D version of a photo or video. I filmed my 4-month-old daughter eating and my dog’s 9th birthday, for example, in hopes that I’ll be able to come back and relive some of those moments. I wish I had recorded some of these videos when my stepfather was alive because it’d feel like he was in the room with me. Some people might see it as a gimmick, but I found it moving.
Lastly, the build quality is superb. Apple used top-of-the-line glass, screens and metals. It feels like a premium headset and it’s comfortable to wear. My only complaint is that I had to be deliberate to hold it by the metal frame. The padded inserts pop off their magnets if you try to grab them. Those could be stronger, but they were designed to be easily removed so people could share the headset by popping in their own inserts.
What’s bad
Apple Vision Pro
Todd Haselton | CNBC
Apple’s apps work well. You’ll find Notes, Music, Safari, Podcasts, Photos, Apple TV+, Maps and more. Other apps include SkyGuide and Disney+ and there are Apple Arcade games. Many more are coming, as most apps haven’t yet been built specifically for Vision Pro.
The Vision Pro supports more than a million iPhone and iPad apps. But you need to search for each app individually and some of them aren’t available. Netflix and Spotify haven’t been shy about not supporting the Vision Pro, though you can easily access either using the browser. Still, there are lots of others that I couldn’t find: 1Password isn’t there, which made logging into some apps a bit of a pain. You won’t find Uber, DoorDash (but there’s GrubHub!) or Amazon. None of Google’s apps are here, including YouTube TV, though it works fine in the browser.
SkyGuide in the Apple Vision Pro is fantastic.
Todd Haselton | CNBC
Popular games like Diablo Immortal and Genshin Impact aren’t available. Facebook’s apps aren’t here, so no Instagram. These are just a few I noticed.
Some work well, though. I didn’t have any issues with the X iPad app, for example. CNBC’s app worked fine. Others, like Amazon Prime Video, exist but aren’t great. A bug shows a big box in the middle of the screen when you’re watching a movie, but a fix is coming.
For some apps that aren’t yet available, developers are working to optimize them and eliminate bugs.
X on the Apple Vision Pro
Todd Haselton | CNBC
Apple Keychain was sometimes buggy in iPad apps. This is Apple’s version of 1Password, and I rely on it to enter my username and passwords. It generally works fine. But if you have two usernames for apps, like my wife and I do for Amazon Prime Video or Peacock, the app locks up when you try to select a different login. I informed Apple of the bug.
The floating keyboard is useful for search or typing quick messages, but you won’t be able to type very fast at first. You look at each letter on a digital keyboard and select it, or reach out and tap the digital keyboard. I got faster during my time with the Vision Pro, but nowhere near as quick as I am on my iPhone or a real keyboard. You can just use Siri voice-to-text to respond to iMessages or enter URLs in the browser (and launch apps). Still, you’re going to want to use a keyboard if you have to do a lot of typing.
There’s also the battery pack that plugs into the headset with a proprietary plug that you twist in. I don’t mind it. I thought the pack worked fine, but it would be a lot easier if it was just embedded into the headset, though that would add weight.
Should you buy it?
Apple Vision Pro
Todd Haselton | CNBC
I’d buy the Vision Pro right now if I had an extra $3,500. I’d even consider trading in my iPad Pro and MacBook Pro to offset the cost since the headset gives me a lot of the same capabilities. But that’s not an option.
You’ll definitely love it for movies. I think a lot of people will also really enjoy being able to read the news and browse the web while having a huge TV screen open and lounging on their couch. Some may find they can work in it. I did. It’s fun.
Apple’s real opportunity will materialize when it finds a way to mass produce the Vision Pro at closer to $2,000, or less. Until then, it may be a niche product. But the experience blows everything else out of the water. It’s Apple’s most exciting product in years and it’s the best example yet that this will become a new way of computing.
The logo for Taiwan Semiconductor Manufacturing Company is displayed on a screen on the floor of the New York Stock Exchange on Sept. 26, 2023.
Brendan Mcdermid | Reuters
Taiwan Semiconductor Manufacturing Co. posted December quarter revenue that topped analyst estimates, as the company continues to get a boost from the AI boom.
The world’s largest chip manufacturer reported fourth-quarter revenue of 868.5 billion New Taiwan dollars ($26.3 billion), according to CNBC calculations, up 38.8% year-on-year.
That beat Refinitiv consensus estimates of 850.1 billion New Taiwan dollars.
For 2024, TSMC’s revenue totaled 2.9 trillion New Taiwan Dollars, its highest annual sales since going public in 1994.
TSMC manufacturers semiconductors for some of the world’s biggest companies, including Apple and Nvidia.
TSMC is seen as the most advanced chipmaker in the world, given its ability to manufacture leading-edge semiconductors. The company has been helped along by the strong demand for AI chips, particularly from Nvidia, as well as ever-improving smartphone semiconductors.
“TSMC has benefited significantly from the strong demand for AI,” Brady Wang, associate director at Counterpoint Research told CNBC.
Wang said “capacity utilization” for TSMC’s 3 nanometer and 5 nanometer processes — the most advanced chips — “has consistently exceeded 100%.”
AI graphics processing units (GPUs), such as those designed by Nvidia, and other artificial intelligence chips are driving this demand, Wang said.
Taiwan-listed shares of TSMC have risen 88% over the last 12 months.
TSMC’s latest sales figures may also give hope to investors that the the demand for artificial intelligence chips and services may continue into 2025.
Meanwhile, Microsoft this month said that it plans to spend $80 billion in its fiscal year to June on the construction of data centers that can handle artificial intelligence workloads.
Tik Tok creators gather before a press conference to voice their opposition to the “Protecting Americans from Foreign Adversary Controlled Applications Act,” pending crackdown legislation on TikTok in the House of Representatives, on Capitol Hill in Washington, U.S., March 12, 2024.
Craig Hudson | Reuters
The Supreme Court on Friday will hear oral arguments in the case involving the future of TikTok in the U.S., which could ban the popular app as soon as next week.
The justices will consider whether the Protecting Americans from Foreign Adversary Controlled Applications Act, the law that targets TikTok’s ban and imposes harsh civil penalties for app “entities” that continue to carry the service after Jan.19, violates the U.S. Constitution’s free speech protections.
It’s unclear when the court will hand down a decision, and if China’s ByteDance continues to refuse to divest TikTok to an American company, it faces a complete ban nationwide.
What will change about the user experience?
The roughly 115 million U.S. TikTok monthly active users could face a range of scenarios depending on when the Supreme Court hands down a decision.
If no word comes before the law takes effect on Jan. 19 and the ban goes through, it’s possible that users would still be able to post or engage with the app if they already have it downloaded. However, those users would likely be unable to update or redownload the app after that date, multiple legal experts said.
Thousands of short-form video creators who generate income from TikTok through ad revenue, paid partnerships, merchandise and more will likely need to transition their businesses to other platforms, like YouTube or Instagram.
“Shutting down TikTok, even for a single day, would be a big deal, not just for people who create content on TikTok, but everyone who shares or views content,” said George Wang, a staff attorney at the Knight First Amendment Institute who helped write the institute’s amicus briefs on the case.
“It sets a really dangerous precedent for how we regulate speech online,” Wang said.
Who supports and opposes the ban?
Dozens of high-profile amicus briefs from organizations, members of Congress and President-elect Donald Trump were filed supporting both the government and ByteDance.
The government, led by Attorney General Merrick Garland, alleges that until ByteDance divests TikTok, the app remains a “powerful tool for espionage” and a “potent weapon for covert influence operations.”
Trump’s brief did not voice support for either side, but it did ask the court to oppose banning the platform and allow him to find a political resolution that allows the service to continue while addressing national security concerns.
The short-form video app played a notable role in both Trump and Democratic nominee Kamala Harris’ presidential campaigns in 2024, and it’s one of the most common news sources for younger voters.
In a September Truth Social post, Trump wrote in all caps Americans who want to save TikTok should vote for him. The post was quoted in his amicus brief.
What comes next?
It’s unclear when the Supreme Court will issue its ruling, but the case’s expedited hearing has some predicting that the court could issue a quick ruling.
The case will have “enormous implications” since TikTok’s user base in the U.S. is so large, said Erwin Chemerinsky, dean of Berkeley Law.
“It’s unprecedented for the government to prohibit platforms for speech, especially one so many people use,” Chemerinsky said. “Ultimately, this is a tension between free speech issues on the one hand and claims of national security on the other.”
Nvidia CEO Jensen Huang speaks about Project Digits personal AI supercomputer for researchers and students during a keynote address at the Consumer Electronics Show (CES) in Las Vegas, Nevada on January 6, 2025. Gadgets, robots and vehicles imbued with artificial intelligence will once again vie for attention at the Consumer Electronics Show, as vendors behind the scenes will seek ways to deal with tariffs threatened by US President-elect Donald Trump. The annual Consumer Electronics Show (CES) opens formally in Las Vegas on January 7, 2025, but preceding days are packed with product announcements. (Photo by Patrick T. Fallon / AFP) (Photo by PATRICK T. FALLON/AFP via Getty Images)
Patrick T. Fallon | Afp | Getty Images
Nvidia CEO Jensen Huang was greeted as a rock star this week CES in Las Vegas, following an artificial intelligence boom that’s made the chipmaker the second most-valuable company in the world.
At his nearly two-hour keynote on Monday kicking off the annual conference, Huang packed a 12,000-seat arena, drawing comparisons to the way Steve Jobs would reveal products at Apple events.
Huang concluded with an Apple-like trick: a surprise product reveal. He presented one of Nvidia’s server racks and, using some stage magic, held up a much smaller version, which looked like a tiny cube of a computer.
“This is an AI supercomputer,” Huang said, while donning an alligator skin leather jacket. “It runs the entire Nvidia AI stack. All of Nvidia’s software runs on this.”
Huang said the computer is called Project Digits and runs off a relative of the Grace Blackwell graphics processing units (GPUs) that are currently powering the most advanced AI server clusters. The GPU is paired with an ARM-based Grace central processing unit (CPU). Nvidia worked with Chinese semiconductor company MediaTek to create the system-on-a chip called GB10.
Formerly known as the Consumer Electronics Show, CES is typically the spot to launch flashy and futuristic consumer gadgets. At this year’s show, which started on Tuesday and wraps up on Friday, several companies announced AI integrations with appliances, laptops and even grills. Other major announcements included a laptop from Lenovo which has a rollable screen that can expand vertically. There were also new robots, including a Roomba competitor with a robotic arm.
Unlike Nvidia’s traditional GPUs for gaming, Project Digits isn’t targeting consumers. instead, it’s aimed at machine learning researchers, smaller companies, and universities that want to developed advanced AI but don’t have the billions of dollars to build massive data centers or buy enough cloud credits.
“There’s a gaping hole for data scientists and ML researchers and who are actively working, who are actively building something,” Huang said. “Maybe you don’t need a giant cluster. You’re just developing the early versions of the model, and you’re iterating constantly. You could do it in the cloud, but it just costs a lot more money.”
The supercomputer will cost about $3,000 when it becomes available in May, Nvidia said, and will be available from the company itself as well as some of its manufacturing partners. Huang said Project Digits is a placeholder name, indicating it may change by the time the computer goes on sale.
“If you have a good name for it, reach out to us,” Huang said.
Diversifying its business
It’s a dramatically different kind of product from the GPUs that have driven Nvidia’s historic boom in the past two years. OpenAI, which launched ChatGPT in late 2022, and other AI model creators like Anthropic have joined with large cloud providers in snapping up Nvidia’s data center GPUs because of their ability to power the most intensive models and computing workloads.
Data center sales accounted for 88% of Nvidia’s $35 billion in revenue in the most recent quarter.
Wall Street is focused on Nvidia’s ability to diversify its business so that it’s less reliant on a handful of customers buying massive AI systems.
The Nvidia Project Digits supercomputer during the 2025 CES event in Las Vegas, Nevada, US, on Wednesday, Jan. 8, 2025.
Bridget Bennett | Bloomberg | Getty Images
“It was a little scary to see Nvidia come out with something so good for so little in price,” Melius Research analyst Ben Reitzes wrote in a note this week. He said Nvidia may have “stolen the show,” due to Project Digits as well other announcements including graphics cards for gaming, new robot chips and a deal with Toyota.
Project Digits, which runs Linux and the same Nvidia software used on the company’s GPU server clusters, represents a huge increase in capabilities for researchers and universities, said David Bader, director of the Institute for Data Science at New Jersey Institute of Technology.
Bader, who has worked on research projects with Nvidia in the past, said the computer appears to be able to handle enough data and information to train the biggest and most cutting-edge models. He told CNBC Anthropic, Google, Amazon and others “would pay $100 million to build a super computer for training” to get a system with these sorts of capabilities.
For $3,000, users can soon get a product they can plug into a standard electrical outlet in their home or office, Bader said. It’s particularly exciting for academics, who have often left for private industry in order to access bigger and more powerful computers, he said.
“Any student who is able to have one of these systems that cost roughly the same as a high-end laptop or gaming laptop, they’ll be able to do the same research and build the same models,” Bader said.
Reitzes said the computer may be Nvidia’s first move into the $50 billion market for PC and laptop chips.
“It’s not too hard to imagine it would be easy to just do it all themselves and allow the system to run Windows someday,” Reitzes wrote. “But I guess they don’t want to step on too many toes.”
Huang didn’t rule out that possibility when asked about it by Wall Street analysts on Tuesday.
He said that MediaTek may be able to sell the GB10 chip to other computer makers in the market. He made sure to leave some mystery in the air.